Review your Conveyor documents on a schedule
Get a regular overview of your Conveyor documents so it is easier to notice what needs a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all Conveyor documents
Retrieves all documents from the trust center.
Why this helps
Document inventories are easy to leave unchecked when updates happen across multiple workstreams.
- Retrieve the document inventory for review
- Make periodic document checks easier to keep up
- Use run reports to surface items matching your criteria
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 choose a clear name.
- 3Tell Notis to retrieve Conveyor documents and summarize the details relevant to your review.
- 4Pick a recurring schedule and a report destination.
- 5Test one real run and confirm the summary matches the Conveyor document list.
Questions about this workflow
Does this update documents?
No. It retrieves documents for review.
Can it flag documents by age?
Use age criteria only if the retrieved data includes the dates needed to calculate age. Otherwise provide the baseline or date information.
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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