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Tie intentional template retirement to Jira work

Handle a planned template retirement in the same workflow that records the related issue change.

Trigger

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.

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

Retiring a document template can be missed when the decision and the cleanup live in separate places.

  • Make a planned retirement action easier to remember.
  • Keep cleanup associated with a Jira work event.
  • Require an explicit template identifier in the instruction.

Setup

Build it in a few focused steps.

  • 1Connect Jira and Carbone once in the Notis portal.
  • 2Create an automation and specify the exact Carbone template ID to delete for the intended issue change.
  • 3Pick the Jira Updated Issue trigger.
  • 4Choose where Notis should send run reports.
  • 5Test with a real issue update and verify the intended template ID before enabling routine use.

Questions about this workflow

Can the workflow decide which template to delete?

Specify the correct template ID in the instruction. The delete action should only be used after confirming the intended ID.

Does every issue update delete a template?

The configured trigger starts on issue changes. Use a narrowly described intended event and template ID in the instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Jira 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

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

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

New Project

Triggered when a new project is added in Jira

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

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.

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

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

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

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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