Give approved prospects access to security materials
Once a prospect is approved for sharing, let Notis create their Conveyor authorization from the lead details you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create new authorization
Grants a user access or approves an access request.
Why this helps
Approved prospects can wait while someone manually transfers their email into the security sharing workflow.
- Reduce handoffs after a prospect is approved for sharing.
- Use the prospect email supplied with the webhook request.
- Keep an automation report of the authorization result.
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.
- 3Instruct Notis to create an authorization only when the incoming request explicitly says the prospect is approved for access.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real, approved prospect and review the result.
Questions about this workflow
Can this decide on its own which leads should get access?
No. The webhook request or your instruction must identify an approved prospect. Lead discovery alone is not evidence of permission to share.
What information does Conveyor need?
The action creates an authorization. Provide the prospect email and any required authorization details in the request or instruction.
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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