Know which Carbone templates are available for CMS work
Get a concise inventory of available document templates before your next content project.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Templates
Retrieves templates stored in the workspace.
Why this helps
Finding the right document template takes time when formats and template names are scattered across a separate tool.
- Review the templates available in Carbone on a recurring schedule.
- Use template names and details to plan document work tied to CMS content.
- Reduce time spent searching manually before a report is due.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Carbone once in the Notis portal.
- 2Create an automation and describe the template inventory you want Notis to review.
- 3Tell Notis what kinds of upcoming Agility CMS work the inventory should help with.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real template listing and check the summary.
Questions about this workflow
Does the schedule detect new Agility CMS content automatically?
No. This workflow runs on a schedule and lists Carbone templates. Provide any content context or planning criteria in your instruction.
Can it create a report too?
This workflow is for discovering available templates. You can create a separate automation to generate a report from selected content.
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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