Move a requested compliance file into Conveyor
When a prospect needs a compliance document, upload the approved file to Conveyor as part of the handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload new document
Uploads a document to the knowledge library.
Why this helps
A requested document can sit in a local folder while the team switches between a campaign conversation and Conveyor.
- Respond to a document request with a clear upload step.
- Keep file handling connected to the campaign handoff.
- Reduce searching for the right document later.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Conveyor once in Notis.
- 2Create the automation in Automations, New Automation, or ask Notis from any channel.
- 3Tell Notis in one instruction to upload an approved local compliance file when a webhook supplies the file and required Conveyor details.
- 4Select the webhook trigger and choose where run reports go.
- 5Test with one real approved file that meets Conveyor's upload limit.
Questions about this workflow
Can the webhook create a file that is not available locally?
The action uploads a local file. The file must be available to the workflow and be 100 MB or smaller.
Should every prospect request cause an upload?
Use a webhook that represents an approved request and identifies the intended document.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Conveyor. A trigger fires from one place; an action lands in another.
Active campaign triggers
Conveyor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete a Conveyor document
Deletes a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete folder
Permanently deletes a folder; this cannot be undone.
Get all access groups
Retrieves all access groups for a program.
Get Authorization Request
Retrieves details about an authorization request.
Get authorizations
Retrieves Trust Center authorizations; a valid API token is required.
Get Authorization Requests
Retrieves authorization requests.
Get all Conveyor connections
Retrieves all connections.
Get all Conveyor documents
Retrieves all documents from the trust center.
Connect any two apps with Notis in the middle.
Active campaign and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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