Add a report template to your document workflow
Send the template content with the request and add it to Carbone for upcoming reporting work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload a template
Uploads a template for document generation.
Why this helps
A new reporting process can be delayed while someone manually uploads its document template.
- Add a supplied template through a request-driven workflow
- Reduce manual steps when setting up reporting
- Make new report templates available in Carbone
Setup
Build it in a few focused steps.
- 1Connect AimTell and Carbone once in the Notis portal.
- 2Create an automation and describe when a supplied report template should be uploaded.
- 3Require the webhook request to include the template content and any necessary identifying details.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one approved template and confirm the upload result.
Questions about this workflow
Does this create a template ID first?
No. This action uploads template content. Generating an ID is a separate Carbone action.
Will it upload a template created from AimTell automatically?
No. AimTell does not expose a listed trigger here. The request must supply the template content.
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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