Make template tags easier to discover
Get a current view of tags used in Carbone so your team can understand its document conventions.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Template Tags
Lists tags currently used on templates.
Why this helps
A tag vocabulary that lives only in people's heads makes template search harder than it needs to be.
- Retrieve tags currently used in Carbone templates.
- Make existing document conventions easier to inspect.
- Keep the tag lookup outcome with the Notis run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Carbone once in Notis.
- 2Create an automation and describe the tag lookup you need.
- 3Pick a webhook trigger for the lookup request.
- 4Choose where run reports go and test with a real tag lookup.
Questions about this workflow
Will this apply tags to templates?
No. The action lists tags that are already in use.
Can tags be used for document type or version?
The available action describes tags as a way to categorize or filter templates, including by document type or version.
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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