Bring document and Q&A activity into one review
Get a periodic snapshot of Conveyor interactions so follow-up does not depend on checking several records by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all interactions
Retrieves interactions across documents and Q&A sessions.
Why this helps
Review conversations can be overlooked when activity is spread across documents and Q&A sessions.
- Review document and Q&A interactions in one report.
- Use available filters to narrow the activity returned.
- Make interaction follow-up easier to track.
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 interactions using any supported filters you specify and summarize items that appear to need follow-up.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real run and check the report against the returned interactions.
Questions about this workflow
What kinds of interactions can this retrieve?
The action covers document interactions and Q&A interactions, with optional filters.
Will it report changes over time?
The action retrieves interactions for a run. A historical comparison requires a separately supplied baseline or stored prior report.
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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