Keep Carbone template details aligned with document work
Make template names and classifications clearer as your CMS reporting needs evolve.
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Outdated names, tags, and categories make it harder to find the right template when preparing CMS documents.
- Update template metadata when a clear change request arrives.
- Improve template findability with more useful names and classifications.
- Keep document library details consistent with your workflow context.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Carbone once in the Notis portal.
- 2Create an automation and describe the metadata changes Notis should apply.
- 3Include the correct Carbone template ID and approved replacement details in the request.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real template and verify its updated metadata.
Questions about this workflow
What metadata can this action update?
It can update template name, comment, tags, category, and version deployment or lifecycle attributes as supported by the action.
Will it infer the right template ID?
Provide the correct template ID in the webhook request or automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Carbone. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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