Keep customer Trust Center access under review
Review authorization status with customer context so access follow-up does not depend on remembering to check two systems.
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 customer context and authorization status live in separate places.
- Review authorization status with related account context.
- Surface revoked, gated, or authorized records that may need follow-up.
- Keep periodic access checks in a predictable routine.
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 review.
- 3Tell Notis to retrieve Conveyor authorizations and relevant Agiled account context, then report records that merit human review.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one known account and review the report.
Questions about this workflow
Does this grant or revoke access?
No. This workflow retrieves authorizations for review. It does not modify them.
Can the review match authorizations to Agiled accounts?
Only when available identifiers support a reliable match. Provide the relevant account identifier if it is not returned by the connected apps.
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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