Keep security interaction history easy to review
Gather the available document and Q&A interaction history on a schedule so follow ups have better context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all interactions
Retrieves interactions across documents and Q&A sessions.
Why this helps
Important security interactions can be hard to recall when several prospect conversations and document reviews overlap.
- Review available interactions in one scheduled report.
- Keep document and Q&A context easier to find.
- Reduce manual context gathering before follow ups.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Conveyor once in Notis.
- 2Create an automation through Automations, New Automation, or by telling Notis from any channel.
- 3Ask Notis in one instruction to retrieve Conveyor interactions on a schedule and summarize the returned context for review.
- 4Pick the recurring schedule and report destination.
- 5Test one run and inspect the interaction data returned.
Questions about this workflow
Does the recap include every interaction?
The action retrieves interactions with optional filters. Results depend on the data Conveyor returns and any filters used.
Will it contact prospects?
No. This workflow retrieves information for a report and does not send messages.
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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