Find a template without searching by hand
Look through Carbone's stored templates when a document request arrives, then review the matching options.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
Searching a template library manually interrupts the work of preparing the actual document.
- Search and filter templates stored in Carbone.
- Use the returned list to inform a follow-up document decision.
- Keep the search request and run result together.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Carbone once in Notis.
- 2Create an automation and describe what kind of template the request needs.
- 3Pick a webhook trigger for the document request.
- 4Choose where run reports go and test with one real search.
Questions about this workflow
Can the search return multiple pages?
Yes. List Templates supports cursor-based pagination.
Does this choose and render a template automatically?
It lists matching templates. Rendering is a separate action and requires a template and data.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Carbone. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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