Keep Conveyor document details aligned with campaign follow-up
When follow-up provides a correction, update the matching document metadata in Conveyor using the supplied document UUID.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Conveyor document
Updates a document’s metadata, including its access level or folder.
Why this helps
Outdated document descriptions or access details can create confusion during security review follow-up.
- Correct document details at the source
- Keep document metadata aligned with follow-up information
- Reduce manual maintenance between campaign and Trust Center work
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 update only the existing Conveyor document identified by the UUID in the webhook, using the supplied corrections.
- 4Pick the webhook trigger and choose a report channel.
- 5Test with one real correction and verify the document in Conveyor.
Questions about this workflow
Can this update a document without its UUID?
The action requires the document UUID. Have the workflow report missing identifiers instead of guessing.
What metadata can it change?
The action supports document name, description, access level, folder location, or other document properties supported by Conveyor.
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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