Keep a current document inventory for compliance reviews
See the documents in Conveyor and focus the recurring review on the compliance scope you are working through in 21risk.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all Conveyor documents
Tool to retrieve all documents. Use after authenticating with a valid API key.
Why this helps
A compliance review can slow down when nobody has a current view of the documents available to share.
- Retrieve all Conveyor documents for an inventory.
- Summarize returned documents around the supplied review scope.
- Reduce manual searching before a compliance review.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to retrieve Conveyor documents and organize the results for the 21risk compliance scope you specify.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real inventory run and confirm the scope is useful.
Questions about this workflow
Can the workflow only retrieve documents matching a folder?
The listed action retrieves all documents. Notis can summarize returned data using criteria you provide.
Does it share or authorize documents?
No. This workflow retrieves an inventory; use a separate authorization workflow to grant access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Conveyor. A trigger fires from one place; an action lands in another.
21risk triggers
Conveyor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete a Conveyor document
Tool to delete a specific document. Use when you need to remove a document by its ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete folder
Tool to delete a folder by its ID. Use when you need to remove a specific folder after confirming its ID.
Generate/Validate API Token Guidance
Tool to validate API token and provide guidance. Conveyor does not support API-based token creation; tokens must be created in the Conveyor UI. This action performs a real API call (using the provided metadata) to validate the existing API token and returns structured guidance.
Get Authorization Request
Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
Get all authorization requests
Tool to retrieve all authorization requests. Use when you need to list all authorizations; optionally filter by status. Use after authenticating with a valid API token.
Get all Conveyor connections
Tool to retrieve all connections. Use when you need to fetch the complete list of your Conveyor connections. Use after authenticating with a valid API key.
Get all Conveyor documents
Tool to retrieve all documents. Use after authenticating with a valid API key.
Connect any two apps with Notis in the middle.
21risk and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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