Retrieve a Carbone template on a schedule
Make periodic retrieval of a known template part of a routine instead of an easy-to-forget manual task.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Download Template
Downloads the original template file.
Why this helps
Teams may forget to retrieve important originals for periodic review or backup processes.
- Retrieve a known template on a recurring schedule.
- Keep the process visible through run reports.
- Reduce reliance on manual reminders.
Setup
Build it in a few focused steps.
- 1Connect Carbone once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3In one instruction, specify the template identifier and ask Notis to download the original file and report the result.
- 4Choose a recurring schedule, a run-report destination, and test with one real example.
Questions about this workflow
Does retrieval create a backup archive?
The action downloads the original template. The listed actions do not create a separate archive.
What if I have several templates?
Specify the template identifiers to retrieve and ensure they are available to the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Carbone. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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