Clear a retired template from Carbone
When a template has been confirmed as retired, remove it by its Carbone template ID.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Why this helps
Old templates can clutter document workflows and make it harder to choose the right one.
- Delete a template by its specified Carbone template ID.
- Make cleanup an explicit, reportable workflow step.
- Reduce clutter from templates confirmed as retired.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Carbone once in Notis.
- 2Create an automation and describe the confirmation needed before removing a retired template.
- 3Pick a webhook trigger for a request containing the confirmed template ID.
- 4Choose where run reports go and test with a known safe example.
Questions about this workflow
What identifier does deletion require?
The Delete Carbone Template action requires the correct template ID to be confirmed first.
Can a deleted template be recovered through this action?
No recovery behavior is specified for this action, so verify the template ID before running it.
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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