Keep Conveyor product lines easy to review
Get a recurring product line inventory that helps keep questionnaire and trust content work grounded in your current setup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get product lines
Lists the configured product lines.
Why this helps
Teams can lose time checking which product lines are available when a questionnaire arrives.
- Retrieve product lines for a quick scheduled review.
- Make product coverage easier to reference during questionnaire work.
- Reduce repeated lookups in Conveyor.
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 product lines and summarize the returned list for compliance reference.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real run and verify the product line list in Conveyor.
Questions about this workflow
Does this create or edit product lines?
No. It retrieves the product lines for review.
Can it show product line changes since last time?
The action retrieves the list. A comparison requires a prior list or baseline to be supplied separately.
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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