Send a document to Conveyor from WhatsApp
When a teammate asks for a document upload in WhatsApp, have Notis send the available file to Conveyor.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload new document
Tool to upload a new document. Use when you have a local file (<=100MB) to send to Conveyor.
Why this helps
A document upload request in chat is easy to miss while you search for the file and reopen the compliance workspace.
- Turn a chat request into a document upload action.
- Keep document sharing tasks from getting buried in messages.
- Use the existing local file as the upload source.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Conveyor once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in a channel or in Automations, New Automation.
- 3In one instruction, tell Notis which available local file to upload and include any required document details in the WhatsApp request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real local file no larger than 100MB and review the run report.
Questions about this workflow
Can this upload a file that is only attached to WhatsApp?
The listed Conveyor action requires a local file. Make sure the file is available to Notis as a local file before asking for the upload.
What is the upload size limit?
The listed action supports a local file up to 100MB.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Conveyor. A trigger fires from one place; an action lands in another.
2chat 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.
2chat and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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