Keep template details aligned with your process
Update a known template's name, comment, tags, category, or lifecycle details when your prospecting workflow 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Outdated template descriptions and labels make it harder to trust that a document is the right one.
- Keep a known template's metadata current.
- Make report templates easier to identify.
- Handle a template update alongside a process change.
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 metadata update.
- 3Tell Notis to update the specified template metadata using details in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one known template and verify the updated metadata.
Questions about this workflow
What can this action update?
The listed action supports template name, comment, tags, category, and version deployment or lifecycle controls.
Do I need to include an ID?
Yes. Supply the correct existing template ID in the request.
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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