Retrieve the original template for a CMS deliverable
Get the source template ready for review when a document request comes in.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Download Template
Downloads the original template file.
Why this helps
Teams can lose time locating the original template file when reviewing or updating a document workflow.
- Retrieve a Carbone template by its template identifier.
- Make the original file available for review alongside a content request.
- Cut down on manual searching for the source document.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Carbone once in the Notis portal.
- 2Create an automation and describe which template should be retrieved for a CMS deliverable.
- 3Include the correct Carbone template ID in the request context or your instruction.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one known template ID and review the result.
Questions about this workflow
Does the workflow find the template ID automatically?
No. Provide the correct template ID in the request or instruction.
Does downloading change the template?
No. This action retrieves the original template file from Carbone.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Carbone. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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