Keep a current inventory of Conveyor documents
Use a scheduled report to see the documents Conveyor returns and make the next housekeeping task easier to choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all Conveyor documents
Retrieves all documents from the trust center.
Why this helps
Document libraries grow while review tasks remain hidden in an inbox or a person's memory.
- Gather the documents returned by Conveyor into a scheduled report.
- Make document review easier to plan.
- Keep run results visible for follow-up.
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 all Conveyor documents and summarize the returned document details for housekeeping review.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real run and confirm the inventory matches Conveyor's returned records.
Questions about this workflow
Does this create or update documents?
No. It retrieves documents for an inventory. Upload and update are separate Conveyor actions.
Can it identify documents that need review?
Notis can summarize details returned by Conveyor, but any review criteria not included in those details must be supplied in your 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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