Start a Conveyor review from an ActiveTrail prospect event
Give external parties that need review a consistent place in Conveyor, triggered by an incoming event from your campaign process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create new review
Creates a vendor review, optionally linked to external VM records.
Why this helps
A prospect or vendor may need review, but the follow-up can sit outside the compliance team's review queue.
- Create a review from a qualifying incoming event
- Keep review work in Conveyor
- Reduce manual handoff from campaign operations
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 review only when the webhook identifies an external party that needs review, using any external VM unique IDs provided.
- 4Pick the webhook trigger and choose a report channel.
- 5Test with one real qualifying event and verify the review in Conveyor.
Questions about this workflow
Does this decide whether a party is risky?
No. The instruction should use your supplied criteria to decide whether to create a review; Conveyor creates the review record.
Are external VM unique IDs required?
They are optional references for the review action. Include them in the webhook context when available.
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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