Create a Conveyor folder for a compliance initiative
Give a new initiative a clear home in Conveyor when the campaign process signals that document organization is needed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create new folder
Creates a folder.
Why this helps
New compliance work can start without a shared folder, making documents harder to locate later.
- Create a dedicated folder when a new initiative begins
- Organize related compliance documents in Conveyor
- Reduce time spent deciding where new materials belong
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 name it.
- 3Tell Notis to create a Conveyor folder only for a qualifying new compliance initiative and use its supplied name.
- 4Select the webhook trigger and choose a report destination.
- 5Test with one real initiative event and confirm the folder exists in Conveyor.
Questions about this workflow
Does this move documents into the new folder?
No. It creates a folder. Document uploads or updates require their own actions.
What if the folder name is missing?
Have Notis report the missing name for review rather than inventing one.
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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