Add a new report format to Carbone
Make a new lead report format available in Carbone by uploading the template content supplied with the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload a template
Uploads a template for document generation.
Why this helps
New report formats can sit unused when adding the template requires a separate context switch.
- Add supplied template content to Carbone.
- Tie a new report format to a prospecting request.
- Make the new document format available for later rendering.
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 template upload.
- 3Tell Notis to upload the supplied template content to Carbone with the requested details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real template and confirm the upload result.
Questions about this workflow
What must the request include?
Include the template content and any required upload details in the request.
Does this create a template ID first?
This action uploads a template. Generate an ID separately if your setup requires one beforehand.
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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