See how Carbone templates are grouped
Get a clear catalog of the categories used to organize your document templates.
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
Unclear template groupings make it harder to pick a starting point for new report work.
- Retrieve the categories used by Carbone templates.
- Make the available groupings easier to scan.
- Refresh the catalog on a recurring schedule.
Setup
Build it in a few focused steps.
- 1Connect Carbone once in the Notis portal.
- 2Create an automation named Carbone Template Category Catalog.
- 3Tell Notis to retrieve and summarize the available template categories.
- 4Choose a recurring schedule and where run reports should go.
- 5Test once and review the returned categories.
Questions about this workflow
Does a category act like a folder?
Carbone categories function as template groupings. This workflow reports the categories returned by Carbone.
Does it move templates between categories?
No. It lists categories and does not change template metadata.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Carbone. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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