Keep template tags useful over time
Review the tags your templates use on a manageable quarterly cadence.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Template Tags
Lists tags currently used on templates.
Why this helps
Tags lose their usefulness when nobody checks whether the team's labeling habits still make sense.
- List current Carbone template tags on a recurring basis.
- Make labeling habits easier to discuss and maintain.
- Avoid repeated manual lookups when reviewing templates.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Carbone once in Notis.
- 2Create an automation and describe the quarterly tag review.
- 3Pick a quarterly recurring schedule as the trigger.
- 4Choose where run reports go and test with one real tag listing.
Questions about this workflow
Will the workflow standardize tags automatically?
No. It lists tags currently in use so a person can review them.
Can the tag list be used to filter templates?
The tags action discovers available tags. List Templates supports filtering and search.
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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