Keep up with Conveyor document and Q&A activity
See the interaction activity that matters in a scheduled summary instead of reopening records one by one.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all interactions
Retrieves interactions across documents and Q&A sessions.
Why this helps
Document and Q&A activity can be spread across records, making follow-up easy to miss.
- Review interactions across documents and Q&A sessions
- Surface activity that warrants follow-up
- Keep routine monitoring in a single run report
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 and summarize only activity relevant to your stated follow-up criteria.
- 4Pick a recurring schedule and set a report destination.
- 5Test one real run and check the summary against Conveyor interaction records.
Questions about this workflow
Does this change interaction records?
No. It retrieves interaction data and summarizes it for review.
Can it use filters?
The action supports optional filters. Specify the relevant filters in the instruction when you know which interactions matter.
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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