Keep report template details aligned with website changes
When monitored web content changes, use the result to refresh the metadata on the report template your team relies on.
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
A changed source can make report templates harder to identify or leave their descriptions and categories out of date.
- Use a change result to inform template metadata updates.
- Keep report templates easier to find and understand.
- Reduce manual maintenance after monitored web changes.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Carbone once in the Notis portal.
- 2Create an automation and describe how a web-change result should inform template metadata.
- 3In one instruction, identify the relevant template and specify the metadata changes supported by the evidence.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real change result and review the proposed metadata update.
Questions about this workflow
Does this change the template file itself?
No. The listed action updates template metadata such as name, comment, tags, category, and version deployment or lifecycle controls.
Will it update metadata automatically for every change?
The automation follows your instruction using the information received. Review the first real example to ensure the change result identifies the correct template and metadata.
What starts the workflow?
A Notis webhook starts it when an HTTP request arrives. Agenty has no listed trigger event in this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Carbone. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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