Keep Adtraction report template details current
Handle template metadata changes from a clear request, then review the result in your run report.
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 labels and categories can drift from how a team actually finds and uses its Adtraction reports.
- Process requested metadata changes through a repeatable workflow.
- Keep template names, comments, tags, and categories easier to maintain.
- Reduce context switching for small but easily forgotten template updates.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Carbone once in the Notis portal.
- 2Create an automation in Automations, or tell Notis what you want from any channel.
- 3In one instruction, say to update the specified existing Carbone template with the requested metadata changes.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real template ID and a safe metadata change, then verify the result.
Questions about this workflow
Can this change the template file itself?
No. This action updates template metadata and attributes; it does not replace the template content.
What should the request identify?
Include the existing Carbone template ID and the specific metadata changes to apply, such as name, tags, category, or comment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Carbone. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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