Remove a confirmed obsolete report template
Retire an old template when you have confirmed its identity and no longer need it.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Delete Carbone Template
Permanently deletes a template; this action cannot be undone.
Why this helps
Outdated document templates can remain in circulation when their retirement is hard to track.
- Delete a template using its confirmed Carbone template ID.
- Tie a cleanup request to the CMS workflow context that made it obsolete.
- Reduce clutter from templates your team has decided to retire.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Carbone once in the Notis portal.
- 2Create an automation and describe the confirmed template retirement request.
- 3Include the exact Carbone template ID and confirmation that it is safe to delete.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test the request with a suitable template and verify the deletion result.
Questions about this workflow
Does the automation decide which templates are obsolete?
No. The request must identify the exact template and confirm it should be deleted.
Can deletion be undone?
The available action deletes the template; no restoration behavior is specified. Confirm the template ID before using it.
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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