Keep Carbone template categories easy to understand
Get a periodic view of the categories already used in Carbone, with no manual inventory pass.
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
Template organization can become hard to follow when nobody has a current view of the available categories.
- See the categories currently used in templates.
- Share an inventory on a predictable schedule.
- Spot organizational changes without a manual lookup.
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 and summarize the available template categories.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real category inventory and review the summary.
Questions about this workflow
Can this create or change categories?
No. It lists the categories already used in Carbone templates.
Can the schedule be weekly or monthly?
Choose the recurring cadence that suits your review process when selecting the trigger.
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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