Grant document access for a qualified request
Turn a verified request into a Conveyor authorization using the access details supplied to your webhook.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create new authorization
Grants a user access or approves an access request.
Why this helps
Qualified prospects may wait while someone manually transfers access details from campaign follow-up into Conveyor.
- Move qualified access requests into Conveyor
- Keep access decisions tied to your supplied criteria
- Reduce manual transcription of request details
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 authorization only when the incoming request meets your stated criteria and includes the details needed for access.
- 4Pick the webhook trigger and choose the run report destination.
- 5Test with one real approved request and inspect the authorization in Conveyor.
Questions about this workflow
Does this approve access automatically?
The workflow creates an authorization when your instruction says the supplied request meets your criteria. Define those criteria carefully and review the result.
Can it create an authorization from a prior request?
The action supports creating authorization by email or from a prior authorization request, when the required information is 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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