Apply document changes with a clear instruction
Send the change request when it is ready, and let Notis apply the stated attributes to the identified Conveyor document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Patch Conveyor document
Why this helps
Small document changes are easy to miss when the request and the compliance library live in separate tools.
- Turn a documented change request into an update in Conveyor.
- Avoid guessing the target document or intended values.
- Receive a run report that makes failures easier to 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 patch the document identified by the webhook using only the attributes explicitly included in the request.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real attribute change and verify the document in Conveyor.
Questions about this workflow
What information should the webhook carry?
It should identify the Conveyor document and state the attribute changes to apply. Notis should report incomplete instructions rather than fill in values.
How is this different from updating metadata?
Both update an existing document. This workflow focuses on a stated patch request, while the metadata workflow is framed around refreshing the listing from a document revision.
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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