Remove a report template that is no longer needed
Retire a known Carbone template when your team has confirmed the correct ID and no longer needs that format.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Why this helps
Outdated templates can clutter choices and lead to the wrong report format being selected.
- Remove a confirmed retired template from storage.
- Reduce clutter among report options.
- Tie template removal to an explicit request.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the retirement workflow.
- 3Tell Notis to delete only the Carbone template ID confirmed in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with an appropriate known template and verify the result.
Questions about this workflow
Does this delete a template automatically based on age?
No. The workflow requires a request with a confirmed template ID and retirement intent.
Can a deleted template be recovered here?
This action deletes a template. Retrieve or retain the original file before deletion if you need it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Carbone. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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