Know whether a prospect can view your security documents
Send a qualified prospect to Notis and get their Conveyor access status without switching between tools.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get authorizations
Retrieves Trust Center authorizations; a valid API token is required.
Why this helps
You find a promising contact, then lose time checking whether they can already view your security materials.
- See whether a prospect is gated, authorized, or revoked.
- Reduce repeated manual checks before sending security materials.
- Keep lead research and access status together in a run report.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to check the Conveyor authorization status for the prospect email in each incoming lead.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect email and review the result.
Questions about this workflow
Does Aeroleads trigger this automatically when a lead is found?
Aeroleads has no trigger event in this setup. A webhook request starts the automation, and it can use the submitted lead details.
Will this grant access to the prospect?
No. It looks up authorization status and reports the result. It does not create or change access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Conveyor. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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