Move approved compliance documents into Conveyor
When a compliance document is ready in ActiveMerge, send it to Conveyor without adding another manual handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload new document
Uploads a document to the knowledge library.
Why this helps
Approved documents can sit in a folder while someone remembers to upload them to the Trust Center.
- Reduce manual file handoffs between document workflows and Conveyor.
- Use Notis to review the incoming webhook information before taking action.
- Keep approved materials ready for compliance sharing.
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 upload the document supplied by the webhook to Conveyor only when the request identifies it as approved, and to report missing file details instead of guessing.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real approved document and confirm the upload in Conveyor.
Questions about this workflow
Does ActiveMerge provide a trigger for this workflow?
No ActiveMerge trigger event is listed. Notis starts this workflow when an external tool or backend sends an HTTP request.
What must the webhook include?
It must provide the local file information Conveyor needs for its upload action and enough context to identify the document as approved. Notis should report missing information rather than invent it.
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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