Review your Conveyor folders regularly
Get a current view of Conveyor folders on a schedule and make document organization easier to keep up with.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all Conveyor folders
Why this helps
Folder structures can drift over time, and a manual review often competes with more urgent work.
- Get a recurring view of folders returned by Conveyor.
- Make folder housekeeping easier to schedule and complete.
- Keep review reports available for follow-up.
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 folders and summarize the returned list for organization review.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real run and verify the folder inventory in Conveyor.
Questions about this workflow
Is this the Exchange folder action?
This uses the general Conveyor folders action. The Exchange-specific folder inventory is a separate action and can be used when that workspace view is what you need.
Can the report decide which folders to delete?
It can summarize returned folder details against review criteria you provide. Deletion is a separate action and should only be used with a confirmed folder ID.
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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