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Notis

Clean up Carbone templates after folder deletion

Close the loop when an old folder is removed from your workspace.

Trigger

Folder Deleted

Triggers when a Folder is deleted.

Action

Delete Carbone Template

Tool to delete a template from the carbone server. use after confirming you have the correct template id.

Why this helps

Orphaned templates accumulate after projects are deleted, making template libraries harder to manage.

  • Reduce template clutter
  • Keep lifecycle records aligned
  • Avoid accidental reuse

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Carbone in Notis once.
  • 2Create an automation for deleted folder template cleanup.
  • 3Tell Notis to confirm the linked Carbone template id before deleting it.
  • 4Pick the ClickUp Folder Deleted trigger and choose where run reports go.
  • 5Test it with one retired folder and verify the template mapping.

Questions about this workflow

What if the template id is missing?

The deletion should stop and report the missing mapping so you can confirm the correct id.

Can it preserve archived templates?

Yes, instruct Notis to skip templates marked for retention.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clickup to Carbone. A trigger fires from one place; an action lands in another.

Clickup triggers

Carbone actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Carbone Template

Tool to delete a template from the carbone server. use after confirming you have the correct template id.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Download Template

Tool to download a template from carbone by template id. use when you need to retrieve the original template file.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Generate Carbone Report

Tool to generate a carbone report from a template and json data. use when you need to render documents in various formats.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Generate Template ID

Tool to generate a unique template id for a new template. use when you need the template identifier before uploading.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Get Carbone Server Status

Tool to retrieve the current status and health of the carbone server. use before generating reports to ensure the service is operational.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Set Carbone API Version

Tool to set the carbone api version to be used for subsequent requests. use before rendering or managing templates to ensure correct version is applied.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Upload a template

Tool to upload a template to the carbone server. use when you need to add or replace a template by providing its content.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Connect any two apps with Notis in the middle.

Clickup and Carbone, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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