Retrieve a Carbone template for a matching Drive file
For a file that matches your Drive query, have Notis retrieve the Carbone template you name so you can access the original template file.
Trigger
New File Matching Query
Triggers when a new Google Drive file matches a provided query. This is the legacy query-centric trigger: it preserves Drive API query config such as ``corpora`` / ``driveId`` aliases and emits the historical ``file_matching_query`` event type. ``FileCreatedTrigger`` covers the broader "new file" case and emits ``file_created``.
Action
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
Why this helps
Finding the right source template for a matching file interrupts intake and delays document work.
- Retrieve the original template when a matching Drive file appears.
- Avoid hunting through Carbone templates by hand.
- Use a query based trigger for targeted file intake.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Carbone once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the Drive query and the Carbone template ID to retrieve when a new match appears.
- 4Pick the New File Matching Query trigger and choose where run reports should go.
- 5Test with one real matching file and confirm the retrieved template.
Questions about this workflow
What does the query trigger do?
It starts when a new Google Drive file matches the provided query. The trigger supports Drive query configuration such as corpora and driveId aliases.
Does this workflow generate a report too?
This workflow retrieves the template file using the Download Template action. If you need a rendered report, describe that separate outcome and choose the Generate Carbone Report action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Carbone. A trigger fires from one place; an action lands in another.
Google Drive triggers
Carbone actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Carbone Template
Tool to delete a template from the carbone server. use after confirming you have the correct template id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Download Template
Tool to download a template from carbone by template id. use when you need to retrieve the original template file.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
Generate Carbone Report
Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.
File Created
Triggers when a new file is created in Google Drive.
Generate Template ID
Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
Get Carbone Server Status
Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
Set Carbone API Version
Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
Upload a template
Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
Connect any two apps with Notis in the middle.
Google Drive and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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