Keep report template details current
When a template needs clearer metadata, send its confirmed ID and the changes through a webhook.
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 useful template is harder to find when its name, tags or category no longer reflect how the team uses it.
- Update metadata using details supplied in a request
- Make a confirmed reporting template easier to identify
- Keep template organization aligned with current needs
Setup
Build it in a few focused steps.
- 1Connect AimTell and Carbone once in the Notis portal.
- 2Create an automation and describe which template metadata may be updated.
- 3Require the webhook request to include the confirmed template ID and the desired metadata changes.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one known template and verify its metadata after the update.
Questions about this workflow
Will this choose a template ID on its own?
No. The request must identify the correct template. Confirm the ID before changing metadata.
Can it change template content?
No. This action updates metadata such as name, comment, tags, category, or version deployment and 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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