Keep campaign report template metadata up to date
Send a confirmed template ID and the new details when a campaign reporting template needs an update.
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
Stale names or tags make a report template harder to find and easier to mistake for an older version.
- Update the supplied metadata for a known template
- Keep a template's description aligned with its current purpose
- Reduce confusion when searching campaign report documents
Setup
Build it in a few focused steps.
- 1Connect AimTell and Carbone once in the Notis portal.
- 2Create an automation and describe which metadata should change for a report template.
- 3Require the webhook request to include the confirmed template ID and new metadata values.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one known template and verify the updated details.
Questions about this workflow
Can I send only a template name instead of its ID?
Use the confirmed template ID so the correct template is changed.
Does this edit the template file?
No. It updates metadata such as name, comment, tags, category or lifecycle attributes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Carbone. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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