Move a compliance file into Conveyor from follow-up
Put a compliance file received during follow-up into Conveyor, with the context needed to identify it.
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
A file can arrive during follow-up and remain stranded in an inbox instead of joining the compliance document library.
- Move supplied compliance files into Conveyor
- Keep file intake connected to campaign follow-up
- Reduce missed document handoffs
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to upload the provided local file only when it is within Conveyor's 100 MB limit and the webhook includes the required file context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real eligible file and confirm it appears in Conveyor.
Questions about this workflow
Can it upload a link instead of a local file?
This action is for a local file of 100 MB or less. Provide a supported local file through the incoming workflow context.
Will the action create a folder too?
No. This action uploads a document. Use a separate folder workflow if you need to organize it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Conveyor. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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