Keep authorization requests from getting overlooked
Review authorization requests on a schedule and see which items may need someone to take the next step.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Authorization Requests
Retrieves authorization requests.
Why this helps
Access requests can wait unnoticed when someone has to remember to revisit the authorization queue.
- See authorization request details in a scheduled report.
- Summarize current statuses for follow-up.
- Reduce the need to check the request list manually.
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 authorization requests, applying a status filter if needed, and summarize requests that may need follow-up.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real run and verify the reported requests and statuses in Conveyor.
Questions about this workflow
Can this approve a request?
No. It retrieves requests for review. Creating or updating an authorization requires a separate action and an explicit instruction.
Can I filter the request list?
The action supports optional status filtering. Specify the status you want in the prompt.
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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