Keep Carbone template details current
Apply an intentional metadata update to an existing template when a document workflow provides the change.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Template Metadata
Updates an existing template’s metadata, attributes or deployment lifecycle.
Why this helps
Outdated template names and tags add friction every time someone needs to find the right document.
- Update supported template attributes in Carbone.
- Keep template naming and categorization aligned with a workflow change.
- Review the update run through Notis reporting.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Carbone once in Notis.
- 2Create an automation and describe the metadata change for an existing template.
- 3Pick a webhook trigger that supplies the intended change and template identity.
- 4Choose a run report destination and test with one real template update.
Questions about this workflow
Which attributes can this update?
The action supports name, comment, tags, category, and control of version deployment and lifecycle.
Does it upload a new template file?
No. It updates metadata and attributes on an existing template.
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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