Keep report template details accurate after a change
Send a confirmed template and its approved metadata change to Notis, then update Carbone in the same workflow.
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
Template details fall out of date when a naming or ownership decision is not reflected in the document library.
- Apply an approved metadata change to an identified template.
- Keep names and organizational details current.
- Tie the update request to an incoming webhook.
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 change and ensure the webhook includes the template ID and new values.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real template and confirm its metadata after the update.
Questions about this workflow
Can this change the template file itself?
No. This action updates template metadata such as name, comment, tags, category, or lifecycle settings.
What should the request include?
Include the confirmed template ID and the explicitly approved metadata 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
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