Review who can access your Trust Center documents
Get a recurring view of Conveyor authorizations so access reviews do not depend on remembering to open the Trust Center.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get authorizations
Retrieves Trust Center authorizations; a valid API token is required.
Why this helps
Access reviews slip when authorization status is checked only during a separate compliance task.
- Bring authorization records into a recurring review.
- Focus on supplied status or email filters when useful.
- Make access review follow-up more visible in run reports.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to retrieve Conveyor authorizations and summarize access by status or supplied email address, highlighting records that need review.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real run and confirm the returned authorizations match the intended review.
Questions about this workflow
Does this workflow change access?
No. It retrieves authorizations for review. Conveyor has separate actions for creating or patching an authorization.
Can I review a specific status?
The action supports optional filtering by status such as gated, authorized, or revoked, and by email address. State the desired filter in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Conveyor. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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