Review how Carbone templates are grouped
Get the current category list on a schedule to make template organization easier to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Template Categories
Lists the categories used to organize templates.
Why this helps
Template categories can be hard to keep in mind when document work spans multiple jobs and formats.
- Retrieve the categories currently used in Carbone templates.
- Review template groupings without opening Carbone manually.
- Send the results to a chosen run report channel.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Carbone once in the Notis portal.
- 2Create an automation and instruct Notis to retrieve and summarize the Carbone template categories.
- 3Pick the recurring schedule trigger for the review.
- 4Choose where Notis should send run reports.
- 5Test with one real category listing and review the summary.
Questions about this workflow
Does this create or rename categories?
No. The listed action retrieves the categories currently used in templates. It does not create or rename them.
Does this show individual templates?
It returns the list of template categories. Use the template listing action when you need to search individual templates.
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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