Keep template details aligned with document workflows
Use document context to update a confirmed template's name, tags, category, or comment in Carbone.
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 names and labels can drift from the document workflows they support, making the right template harder to find.
- Keep template metadata relevant to its intended document use.
- Make templates easier to identify in later searches.
- Reduce manual template housekeeping.
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 analyze the document with Affinda and update metadata on the specific confirmed Carbone template using supplied naming and categorization guidance.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one document and a confirmed template.
Questions about this workflow
Can it choose any template to update?
Provide the exact intended template identity or ask Notis to confirm the candidate before updating metadata.
Which details can the action update?
The listed action supports template name, comment, tags, category, and version deployment or lifecycle controls.
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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