Review Conveyor Exchange access groups
Keep access group structure visible with a recurring inventory that is easy to scan and follow up on.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all access groups
Retrieves all access groups for a program.
Why this helps
Access group configuration can become hard to recall when reviews happen only during a specific customer request.
- Retrieve the complete list of configured access groups.
- Make periodic configuration reviews easier to remember.
- Keep the findings 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 all Conveyor Exchange access groups and summarize the returned list for review.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real run and verify the groups against Conveyor Exchange.
Questions about this workflow
Does this change group membership?
No. It retrieves the configured access groups for review. The listed actions do not include changing group membership.
Can it assess whether a group should exist?
Notis can compare the returned list with criteria you supply. The expected group policy is not provided by the action.
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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