Review activity across Conveyor connections
Keep connection-related interactions visible with a scheduled summary of activity that may need follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get interactions by connection ID
Retrieves a connection’s interactions after confirming the connection exists.
Why this helps
Connection activity can be scattered across records, making it difficult to maintain context on active reviews.
- Review interactions associated with connections
- Surface follow-up items in a recurring report
- Reduce manual checking across separate connection records
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 retrieve Conveyor interactions by connection and summarize activity matching your follow-up criteria.
- 4Choose a recurring schedule and report destination.
- 5Test with one real run and check the reported activity against Conveyor.
Questions about this workflow
Does this include all interaction types?
The action retrieves interactions associated with a connection. Use the report to summarize the returned activity.
Does it update the connection?
No. It fetches interaction data for review.
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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