Keep retired report templates clearly identified
Make a confirmed retirement decision visible in template metadata so the old report format is easier to recognize.
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
Old report templates stay in circulation when a retirement decision does not make it into the template library.
- Record an approved lifecycle change on a confirmed template.
- Make retirement decisions visible to people searching templates.
- Keep the request and metadata update together.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Carbone once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Describe the approved lifecycle change and ensure the webhook includes the template ID and required values.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real template and confirm the lifecycle metadata after the update.
Questions about this workflow
Does this delete the template?
No. It updates template metadata and lifecycle settings. Deletion is a separate action.
Must the retirement be approved?
Yes. The request should identify the exact template and provide the approved lifecycle values to apply.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Carbone. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Carbone.