See what changed in template categories
Put category changes in view by comparing the current Carbone list with a baseline your team keeps.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Template Categories
Lists the categories used to organize templates.
Why this helps
Without a baseline, small changes to template organization can go unnoticed until someone cannot find what they need.
- Retrieve the current set of Carbone categories.
- Compare against a supplied baseline when available.
- Make changes to template organization easier to notice.
Setup
Build it in a few focused steps.
- 1Connect Carbone once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Ask Notis to retrieve categories and compare them with a baseline your team supplies.
- 4Pick a monthly schedule and choose where run reports should go.
- 5Test with one real category list and a known baseline.
Questions about this workflow
Can Carbone provide historical category changes?
The category list action returns the categories currently used. A prior baseline must be supplied for comparison.
What happens if no baseline is supplied?
Notis can report the current categories, but it cannot determine what changed.
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.