See your configured access groups at a glance
Get a recurring inventory of Conveyor access groups without manually opening the Exchange each time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all access groups
Retrieves all access groups for a program.
Why this helps
Access group configuration is easy to forget when security document sharing is just one part of a busy week.
- See the complete list of configured access groups in a report.
- Make periodic sharing reviews easier to start.
- Keep the report factual and based on groups returned by Conveyor.
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 all access groups and summarize their returned names.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and check the inventory.
Questions about this workflow
Does this create or modify access groups?
No. It retrieves and summarizes the configured groups.
Can it tell whether each group is still needed?
Not from the group list alone. That judgment requires criteria or context supplied by your team.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Conveyor.