Make prospect access status easy to review
See a concise, recurring review of Conveyor authorizations so access follow-up does not depend on remembering to check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get authorizations
Retrieves Trust Center authorizations; a valid API token is required.
Why this helps
Trust Center access status can drift out of view while the team works through new leads and outreach.
- Review authorization states on a predictable cadence.
- Surface gated or revoked access for human follow-up.
- Avoid assuming that a lead's email alone proves access should change.
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 authorizations and report the statuses that need human review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the report is useful.
Questions about this workflow
Will this change or revoke access?
No. It retrieves authorization status and reports it. Changes require a separate action and explicit instruction.
Does it match authorizations to new leads automatically?
Only if prospect emails are included in the information available to the automation. Do not assume Conveyor returns lead-source data.
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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