Keep shared security document details aligned
Pass the relevant deal context to Notis when a document needs updated metadata in Conveyor.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Conveyor document
Updates a document’s metadata, including its access level or folder.
Why this helps
Document descriptions and access details can become stale while deal and customer context changes elsewhere.
- Update supported document metadata from current supplied context.
- Reduce repetitive edits in Conveyor.
- Make the target document explicit before any update.
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 document update.
- 3Tell Notis to identify the intended Conveyor document and update only the metadata supported by the supplied Agiled context.
- 4Choose the webhook trigger and select a report channel.
- 5Test with one real document and verify its identity and updated details.
Questions about this workflow
Which fields can this action update?
The listed action supports document metadata such as name, description, access level, and folder location, and requires the document UUID.
Can the workflow infer the correct document?
Only if the supplied context or returned data identifies it clearly. Otherwise, provide the UUID or have Notis report that it cannot safely identify the target.
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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