Find the intended template version for recurring reports
Search the template library before the report cycle so your team can start with the intended document version.
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
Using the wrong document version creates avoidable review and correction work after the report is generated.
- Search the template library by known name or ID.
- Focus recurring report preparation on the intended version context.
- Reduce confusion when multiple templates are available.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Carbone once in the Notis portal.
- 2Create a recurring automation and describe the template lookup outcome.
- 3In one instruction, provide the known template name or ID and version context for the Agenty report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one known template and confirm the search results match the intended report.
Questions about this workflow
Does List Templates filter by version?
The action supports filtering and search, but the exact filters available depend on the integration. Provide a known name or ID if version filtering is not available.
Can it guarantee the correct version?
It can report matching results. Review them against the known version details before using a template.
Does this change the template version?
No. It searches the template library. Updating metadata or deployment controls uses a separate action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Carbone. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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