Turn a customer access request into a Conveyor authorization
When a customer request is ready, send its context to Notis to create the corresponding Conveyor authorization.
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
Access requests can linger while someone transfers recipient details and authorization context manually.
- Reduce handoffs for clear customer access requests.
- Use supplied request context to create an authorization.
- Report missing recipient or access details before proceeding.
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 workflow.
- 3Tell Notis to create a Conveyor authorization for the recipient in the supplied Agiled request and report any missing details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and confirm the intended recipient.
Questions about this workflow
Can this grant access based on any Agiled note?
The instruction should only create an authorization when the supplied request clearly identifies the recipient and required access details.
Can it use an existing authorization request?
The listed action supports creating a new authorization, including from a prior authorization request when the required reference is supplied.
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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