Prepare follow-up with the security conversation in view
Bring a prospect's available Conveyor interactions into one concise summary before you decide what to send next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get all interactions
Retrieves interactions across documents and Q&A sessions.
Why this helps
Prospect follow-up can miss earlier security conversations when context is split across lead research and Conveyor.
- Review available document and Q&A interactions in one report.
- Prepare follow-up with prior security context visible.
- Avoid claiming interaction history that the returned data does not include.
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 retrieve relevant Conveyor interactions and summarize only the context present in the results.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real prospect context and review the summary.
Questions about this workflow
Can the workflow find interactions by prospect email?
The listed action retrieves interactions with optional filters. Whether email filtering is supported depends on the available action inputs and returned data.
Does it send a reply to the prospect?
No. It prepares a summary for your team to use when deciding on follow-up.
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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