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Update Conveyor document sharing from a campaign decision

Carry an approved document sharing decision into Conveyor with the document UUID and change included.

Trigger

Webhook received

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

Action

Update Conveyor document

Updates a document’s metadata, including its access level or folder.

Why this helps

Document sharing decisions made in campaign conversations can be forgotten before someone updates the actual Trust Center content.

  • Apply an approved document property change.
  • Carry the document UUID and intended update in the handoff.
  • Reduce follow up on sharing decisions.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Conveyor once in Notis.
  • 2Create an automation in the portal or ask Notis to create it from any channel.
  • 3Ask Notis in one instruction to update Conveyor document properties when an approved webhook includes the document UUID and requested change.
  • 4Pick the webhook trigger and choose where run reports go.
  • 5Test with one real, approved document update.

Questions about this workflow

What document information is needed?

This action requires the document UUID. The webhook should also include the confirmed change to apply.

Can this change document access level?

Yes. The action can update the access level, folder location, name, description, or other document properties supported by Conveyor.

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.

TriggerScheduled

Delete a Conveyor document

Deletes a document.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete folder

Permanently deletes a folder; this cannot be undone.

ActionInstant

Get all access groups

Retrieves all access groups for a program.

ActionInstant

Get Authorization Request

Retrieves details about an authorization request.

ActionInstant

Get authorizations

Retrieves Trust Center authorizations; a valid API token is required.

ActionInstant

Get Authorization Requests

Retrieves authorization requests.

ActionInstant

Get all Conveyor connections

Retrieves all connections.

ActionInstant

Get all Conveyor documents

Retrieves all documents from the trust center.

ActionInstant

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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