Keep client security materials organized and findable
Get a lightweight folder inventory and a clear list of client records that may need a follow-up, based on information you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List all Exchange folders
Retrieves all folders in the Exchange workspace.
Why this helps
Security documents become harder to find when client context and Exchange folder organization are reviewed separately.
- Review Exchange folder names and associated documents on a schedule.
- Compare the inventory with AgencyZoom context you supply.
- Surface possible organization gaps without changing folder contents.
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 Exchange folders and summarize them against supplied AgencyZoom client context, calling out only clear organization or follow-up gaps.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports should go, then test with one real example.
Questions about this workflow
Does this workflow create or move folders?
No. It lists Exchange folders and summarizes their names and associated document IDs. It does not modify folder contents.
What client information is compared?
Provide the AgencyZoom client context in the automation input. The workflow should flag uncertain matches rather than assume a folder belongs to a client.
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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