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Notis

Retire deprecated report templates

Clear obsolete templates from Carbone after governance confirms they should no longer be used.

Trigger

Webhook received

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

Action

Delete Carbone Template

Tool to delete a template from the carbone server. use after confirming you have the correct template id.

Why this helps

Old templates clutter the workspace and increase the chance that someone selects the wrong version.

  • Reduce template confusion
  • Keep the workspace tidy
  • Follow approved retirement requests

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Carbone once in the Notis portal.
  • 2Create an automation named Deprecated Template Retirement.
  • 3Tell Notis to delete the Carbone template only after 21risk confirms the exact template id.
  • 4Choose a notis_webhook trigger for the approved retirement request.
  • 5Select a report channel and test with one real deprecation request.

Questions about this workflow

Will it ask for confirmation?

The request should include explicit approval and the correct template id before the action runs.

Can deleted templates be restored?

Restoration depends on your Carbone backup or upload process; download a copy first if needed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to Carbone. A trigger fires from one place; an action lands in another.

21risk triggers

Carbone actions

Recurring trigger

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

TriggerScheduled

Delete Carbone Template

Tool to delete a template from the carbone server. use after confirming you have the correct template id.

ActionInstant

Webhook trigger

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

TriggerInstant

Download Template

Tool to download a template from carbone by template id. use when you need to retrieve the original template file.

ActionInstant

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.

ActionInstant

Generate Template ID

Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

21risk and Carbone, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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