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Notis

Keep delivery templates organized after review

Submit the reviewed template ID and approved metadata. Notis can update the Carbone template attributes you specify.

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

Reviewed templates are easy to lose when their names, categories, and tags do not reflect their current purpose.

  • Update template metadata without manually navigating template records.
  • Apply approved tags and categories after a document review.
  • Keep template naming aligned with its current delivery purpose.

Setup

Build it in a few focused steps.

  • 1Connect Addresszen and Carbone once in the Notis portal.
  • 2Create an automation and specify which approved metadata changes to apply after the address-related review.
  • 3Choose the notis_webhook trigger and include the template ID and requested metadata in the request.
  • 4Choose where Notis should send run reports.
  • 5Test with one known template and approved metadata values.

Questions about this workflow

Does the action replace template contents?

No. It updates metadata such as name, comment, tags, category, or deployment lifecycle settings.

Should the template ID be included?

Yes. Include the ID of the specific template whose metadata should change.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Addresszen to Carbone. A trigger fires from one place; an action lands in another.

Addresszen triggers

Carbone actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Carbone Template

Permanently deletes a template; this action cannot be undone.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Download Template

Downloads the original template file.

ActionInstant

Generate Carbone Report

Generates a document in the chosen format from a template.

ActionInstant

Get Carbone Server Status

Checks the server’s current status and health.

ActionInstant

List Templates

Retrieves templates stored in the workspace.

ActionInstant

Set Carbone API Version

Sets the Carbone API version for subsequent requests.

ActionInstant

List Template Categories

Lists the categories used to organize templates.

ActionInstant

Upload a template

Uploads a template for document generation.

ActionInstant

Connect any two apps with Notis in the middle.

Addresszen and Carbone, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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