Review access groups in the context of active customer work
A scheduled check can make configured access groups easier to review alongside current account context.
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 can become disconnected from the customer work it is meant to support.
- Retrieve the configured Conveyor access groups.
- Use Agiled context to focus the review on relevant work.
- Report unclear matches without changing access.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the access group review.
- 3Tell Notis to retrieve Conveyor access groups and compare the returned details with relevant Agiled context, reporting items for human review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real account context and inspect the results.
Questions about this workflow
Does this change access group membership?
No. The listed action retrieves access groups. It does not modify them.
What if the app data does not include a customer match?
Have Notis report that the match is unclear and supply a reliable identifier if you want to make the comparison more specific.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Conveyor. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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