Keep Conveyor Exchange folders aligned with your CMS content
Spot folder organization gaps by reviewing the Exchange inventory alongside your CMS references.
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 can become hard to find when Exchange folder organization drifts from the content catalog.
- Get a recurring inventory of Exchange folders and associated document IDs.
- Compare that inventory with available CMS references.
- Highlight apparent gaps for a person to review.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to list Conveyor Exchange folders, compare their names and document references with relevant Agility CMS content, and report potential organization gaps without changing anything.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real folder inventory and review the comparisons.
Questions about this workflow
Does this workflow create or move folders?
No. It retrieves the Exchange folder inventory and reports potential gaps. It does not modify folders or documents.
Can Notis determine that a CMS item is missing from Conveyor?
It can identify apparent gaps when the CMS content provides enough references to compare. Otherwise, it should report what information is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Conveyor. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Conveyor.