Skip to content
Notis

Keep campaign report template metadata aligned

Make the reporting library easier to search after a campaign brief changes.

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

Outdated names and tags make the right report template harder to find.

  • Improves template discoverability
  • Applies only supplied metadata changes
  • Keeps lifecycle changes explicit

Setup

Build it in a few focused steps.

  • 1Connect Adrapid and Carbone once in Notis.
  • 2Create the automation and explain that the Adrapid webhook contains the exact template ID and approved metadata values, then ask Notis to update those attributes.
  • 3Pick the webhook trigger.
  • 4Choose where run reports should go.
  • 5Test with one metadata brief.

Questions about this workflow

What can be updated?

The action supports supplied name, comment, tags, category, and lifecycle attributes.

Can it guess a category?

No. The category must be present in the payload or instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Adrapid 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.

Adrapid 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.