Keep a regular view of your document templates
A scheduled template inventory gives you one place to review the templates available in Carbone.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
Templates can become hard to find when document workflows grow and nobody has a routine to review what is available.
- Review templates stored in Carbone on a recurring schedule.
- Use search, filtering, and pagination when listing templates.
- Receive a run report without manually opening the template store.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Carbone once in Notis.
- 2Create an automation and describe the template inventory you want reviewed.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports go and test with a real template inventory.
Questions about this workflow
Can the list be filtered or searched?
The List Templates action supports filtering, search, and cursor-based pagination.
Does this modify templates?
No. This workflow lists templates for review.
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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