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Notis

Find a matching template from the request context

Send the reporting need once and get a focused list of Carbone templates to consider.

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

When a report request arrives, finding the right template can be a separate search that interrupts campaign work.

  • Search templates using the need supplied in the request
  • Shorten the gap between a report request and template selection
  • Get a focused result rather than browse the library manually

Setup

Build it in a few focused steps.

  • 1Connect AimTell and Carbone once in the Notis portal.
  • 2Create an automation and ask Notis to find templates that fit incoming reporting requests.
  • 3Tell Notis that the webhook request will include the report purpose or campaign context.
  • 4Choose a webhook trigger and where run reports should go.
  • 5Test with one real reporting request and confirm the matches are relevant.

Questions about this workflow

Does this respond to a native AimTell event?

No. The listed source has no native triggers. The workflow begins with an HTTP request to Notis.

Can it guarantee a matching template exists?

No. It searches available Carbone templates and can report when it finds no suitable match.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link AimTell to Carbone. A trigger fires from one place; an action lands in another.

AimTell triggers

Carbone actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Carbone Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Download Template

Downloads the original template file.

ActionInstant

Generate Carbone Report

Generates a document in the chosen format from a template.

ActionInstant

Get Carbone Server Status

Checks the server’s current status and health.

ActionInstant

List Templates

Retrieves templates stored in the workspace.

ActionInstant

Set Carbone API Version

Sets the Carbone API version for subsequent requests.

ActionInstant

List Template Categories

Lists the categories used to organize templates.

ActionInstant

Upload a template

Uploads a template for document generation.

ActionInstant

Connect any two apps with Notis in the middle.

AimTell and Carbone, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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