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Notis

Know Which Product Lines Are Ready for Questionnaire Work

A current product line list keeps questionnaire work grounded in the products you actually support. Notis can fetch and summarize it on a schedule.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get product lines

Tool to fetch all product lines. Use when you need to retrieve product lines after confirming API key validity.

Why this helps

Teams can waste time searching for the right product context before they can answer a request.

  • Keep an easy-to-find snapshot of available product lines.
  • Reduce context switching before questionnaire work.
  • Surface catalog changes for a human review.

Setup

Build it in a few focused steps.

  • 1Connect Conveyor once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name the product line snapshot.
  • 3Tell Notis to retrieve all product lines and summarize the returned catalog for questionnaire preparation.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real product line list from Conveyor.

Questions about this workflow

Does this compare the list with a previous snapshot?

Only if you provide or store a prior baseline for Notis to compare. The action itself retrieves the current product lines.

Will it update product line details?

No. This action fetches the catalog. The available target actions do not include editing product line records.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airtable to Conveyor. A trigger fires from one place; an action lands in another.

Airtable triggers

Conveyor actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete a Conveyor document

Tool to delete a specific document. Use when you need to remove a document by its ID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete folder

Tool to delete a folder by its ID. Use when you need to remove a specific folder after confirming its ID.

ActionInstant

Base Metadata Changed

Triggers when an existing Airtable base changes its name or permission level.

TriggerPolling

Generate/Validate API Token Guidance

Tool to validate API token and provide guidance. Conveyor does not support API-based token creation; tokens must be created in the Conveyor UI. This action performs a real API call (using the provided metadata) to validate the existing API token and returns structured guidance.

ActionInstant

Base Schema Changed

Triggers when tables, fields, or views change in an Airtable base.

TriggerPolling

Get Authorization Request

Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.

ActionInstant

User Profile Changed

Triggers when the connected Airtable user's profile information changes.

TriggerPolling

Get Authorization Requests

Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.

ActionInstant

View Created

Triggers when a new view is created in an Airtable base.

TriggerPolling

Get all authorization requests

Tool to retrieve all authorization requests. Use when you need to list all authorizations; optionally filter by status. Use after authenticating with a valid API token.

ActionInstant

View Deleted

Triggers when a previously known Airtable view is deleted.

TriggerPolling

Get all Conveyor connections

Tool to retrieve all connections. Use when you need to fetch the complete list of your Conveyor connections. Use after authenticating with a valid API key.

ActionInstant

View Metadata Changed

Triggers when an Airtable view changes its name or type.

TriggerPolling

Get all Conveyor documents

Tool to retrieve all documents. Use after authenticating with a valid API key.

ActionInstant

Connect any two apps with Notis in the middle.

Airtable and Conveyor, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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