See the template categories available in Carbone
Pull the current category list when a document process needs to organize its templates.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Template Categories
Lists the categories used to organize templates.
Why this helps
People lose time searching for document templates when their categories are unclear or out of date.
- Retrieve the categories currently used by templates.
- Use category information to guide a human review of document organization.
- Keep the lookup outcome in a Notis run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Carbone once in Notis.
- 2Create an automation and describe when you need the category list.
- 3Pick a webhook trigger for the request to retrieve categories.
- 4Choose a run report destination and test with one real request.
Questions about this workflow
Does this create or rename categories?
No. The action lists categories currently used in templates.
Can the request be triggered on demand?
Yes. A Notis webhook can start the workflow when an external request is sent.
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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