Keep Conveyor document details in sync
A corrected document can come with clear update instructions, so Notis can refresh the matching Conveyor record without a separate admin chore.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Conveyor document
Updates a document’s metadata, including its access level or folder.
Why this helps
A replacement or revision can leave the Conveyor listing with an old name or description, making the right version harder to identify.
- Reduce stale document descriptions after a revision.
- Use the document UUID supplied in the webhook to identify the record.
- Keep changes tied to explicit update instructions.
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 update the Conveyor document identified by the supplied UUID using only the metadata provided, and to report any missing UUID or update details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real metadata correction and verify the resulting Conveyor record.
Questions about this workflow
Can Notis infer which Conveyor document to change?
The update action requires a document UUID. Include that UUID in the webhook request; Notis should report it as missing if it is not supplied.
Can this upload a replacement file too?
This workflow updates document metadata. Use the Conveyor upload action for a separate upload workflow when a local file needs to be sent.
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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