Retrieve the source file when a report needs it
Get the original template file for a known report template without switching tools to retrieve it.
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
Finding and downloading the source template can interrupt work when someone needs to inspect or revise a report.
- Retrieve the original file for a confirmed template
- Keep report preparation requests moving
- Reduce manual trips into template storage
Setup
Build it in a few focused steps.
- 1Connect AimTell and Carbone once in the Notis portal.
- 2Create an automation and describe when the source template file should be retrieved.
- 3Require the webhook request to include the confirmed Carbone template ID.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real template ID and confirm the returned file is usable.
Questions about this workflow
Can this search for the template by name?
No. This action downloads by template ID, so the request must include the correct ID.
Does it update the template?
No. It retrieves the original template file from Carbone.
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.
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.
AimTell and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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