Keep client access reviews on your radar
A recurring authorization summary helps you spot access changes and follow up with the right client context from AgencyZoom.
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 are easy to postpone when client relationships live in one system and document permissions in another.
- See authorization states in one recurring summary.
- Compare returned access records to client details you supply.
- Spot revoked or gated access that may need follow-up.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: retrieve Conveyor authorizations and summarize their status against supplied AgencyZoom client context, noting uncertain matches.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports should go, then test with one real example.
Questions about this workflow
What authorization statuses can Conveyor filter by?
The action supports gated, authorized, or revoked status filters, and can also filter by email address.
Does the workflow change access?
No. This workflow retrieves and summarizes authorization records. It does not grant, update, or revoke access.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Conveyor. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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