Review your Carbone template categories
See how your templates are grouped in one recurring summary, ready for a quick review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Template Categories
Lists the categories used to organize templates.
Why this helps
When categories are unclear or outdated, people spend more time locating the right document template.
- Review the categories Carbone currently uses.
- See groupings in one run report.
- Make template organization easier to discuss.
Setup
Build it in a few focused steps.
- 1Connect Carbone once in the Notis portal.
- 2Create an automation in Notis and name it.
- 3In one instruction, ask Notis to list template categories and summarize their organization.
- 4Choose a recurring schedule, a run-report destination, and test with one real example.
Questions about this workflow
Does this create or rename categories?
No. It lists existing categories for review.
How often can it run?
Choose the recurring schedule that suits your review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Carbone. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Carbone, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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