Review investor access with deal context in view
Get a regular access review summary without searching multiple systems one record at a time.
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
Access reviews can fall behind when authorization records and investor context are reviewed separately.
- Make authorization review a predictable routine.
- Summarize access status with investor context available to Notis.
- Highlight records that need human review without assuming identity matches.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Conveyor once in the Notis portal.
- 2Create an automation and describe the review summary you need.
- 3Ask Notis to retrieve Conveyor authorizations and compare them only with investor context supplied to the run, flagging uncertain matches.
- 4Choose a recurring Notis schedule and a destination for run reports.
- 5Test with one real authorization and confirm its status in Conveyor.
Questions about this workflow
Can this workflow safely determine that an authorization belongs to a specific investor?
Only when the available context supports the match. Instruct Notis to flag uncertain matches instead of inferring identity.
Can it filter authorization records?
Conveyor supports listing authorizations with optional status or email filters. The actual filter should be grounded in details available in the run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Conveyor. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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