Find a Carbone template for an Agiled report
Search your available Carbone templates when a project update calls for a particular kind of document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
Choosing a document template takes extra time when template names and project needs are not kept in the same place.
- Search the available Carbone templates from project context.
- Reduce time spent browsing template storage manually.
- Use current template names returned by Carbone.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for project template lookup.
- 3Tell Notis to search Carbone templates using the incoming Agiled project context and return the most relevant options.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project update and confirm the returned template is suitable.
Questions about this workflow
Does this generate the report too?
This workflow searches the Carbone template list. To render a report, use a report-generation action in a separate workflow.
Can it find templates by category or tags?
The list action supports filtering and search. Specify useful names or criteria in your prompt, based on the available template data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Carbone. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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