Find existing template tags for a document workflow
Use document context to see which tags are already available for organizing Carbone templates.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Template Tags
Lists tags currently used on templates.
Why this helps
Teams can create duplicate or inconsistent tags when they do not know which labels already exist.
- See available tags before organizing a template.
- Reduce duplicate or inconsistent labels.
- Connect tag discovery to a real document request.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Carbone once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3Ask Notis to identify the submitted document's purpose with Affinda and list Carbone's available template tags that may fit.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real document and review the suggested tags.
Questions about this workflow
Does this apply a tag to a template?
No. It lists available tags. Use the template metadata update action to apply tags to a confirmed template.
Can it make a new tag?
The listed action retrieves tags; it does not create them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Carbone. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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