Update Carbone template details from a document request
Submit the intended template details with a request and let Notis apply them to the specified Carbone template.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template Metadata
Updates an existing template’s metadata, attributes or deployment lifecycle.
Why this helps
Template metadata can become inconsistent when updates depend on remembering to revisit Carbone manually.
- Apply requested metadata changes to an identified template.
- Keep template maintenance tied to the originating job document request.
- Update supported details such as name, comment, tags, category, or lifecycle.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Carbone once in the Notis portal.
- 2Create an automation and instruct Notis to apply the requested metadata changes to the identified template.
- 3Pick the webhook trigger and arrange for your connected tool or backend to send the template ID and intended changes.
- 4Choose where Notis should send run reports.
- 5Test with one real request and confirm the template details afterward.
Questions about this workflow
Does the workflow change the template file itself?
No. This action updates template metadata and attributes, such as its name, comment, tags, category, or lifecycle settings.
What must the request identify?
It must identify the Carbone template to update and state the intended metadata changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Carbone. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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