Keep a current catalog of report templates
Get a scheduled inventory of the Carbone templates available for prospecting reports and handoffs.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
People lose time asking which report templates exist or whether a suitable one is already available.
- Make available templates easier to scan.
- Reduce repeated questions about report formats.
- Give teams a recurring view of template options.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the catalog refresh.
- 3Tell Notis to list Carbone templates and produce a concise catalog for lead reporting.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one run and review the catalog for clarity.
Questions about this workflow
Can the list cover many templates?
The action supports cursor-based pagination. Ask Notis to continue through results when a complete catalog is needed.
Does the catalog update Carbone?
No. It reads the template list and reports the available options.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Carbone. A trigger fires from one place; an action lands in another.
Aeroleads triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Downloads the original template file.
Generate Carbone Report
Generates a document in the chosen format from a template.
Get Carbone Server Status
Checks the server’s current status and health.
List Templates
Retrieves templates stored in the workspace.
Set Carbone API Version
Sets the Carbone API version for subsequent requests.
List Template Categories
Lists the categories used to organize templates.
Upload a template
Uploads a template for document generation.
Connect any two apps with Notis in the middle.
Aeroleads and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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