Handle investor document access from deal context
Turn an investor access request into a clear authorization task with the right context attached.
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
Investor document access can require repeated context gathering and manual follow-up across deal and trust workflows.
- Reduce re-entry when handling investor access requests.
- Keep the reason for access attached to the workflow context.
- Call out missing recipient or access details before attempting authorization.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Conveyor once in the Notis portal.
- 2Create an automation by describing the access outcome in plain language.
- 3Ask Notis to create a Conveyor authorization only when recipient and access details are provided, and report missing information.
- 4Pick the Notis webhook trigger and choose a run report destination.
- 5Test with one real, approved access request and verify the authorization in Conveyor.
Questions about this workflow
Does Affinity automatically approve access?
No. The webhook supplies context, and the instruction should only create the authorization for a request that is already approved.
Can the action revoke access later?
This workflow uses create new authorization. Revocation or updates require a separate workflow using Conveyor's patch authorization action.
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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