Get a recurring view of your Exchange folders
See the folders in Conveyor Exchange in a scheduled report, with their associated document IDs ready for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List all Exchange folders
Retrieves all folders in the Exchange workspace.
Why this helps
Finding where shared materials live can take extra searching when folder organization is not reviewed regularly.
- Retrieve the current folder inventory in one scheduled run.
- Review folder names alongside associated document IDs.
- Make organization checks easier to revisit.
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 Exchange folders and summarize their names, timestamps, and associated document IDs.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real run and verify the folder details against Conveyor.
Questions about this workflow
Does this workflow reorganize folders?
No. It retrieves folder information for review. Use a separate workflow with a folder creation or document update action if you need a change.
Can it show associated documents?
The listed action returns folder IDs, names, timestamps, and associated document IDs.
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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