Keep Conveyor document details current during review
Moving a task into review can prompt Notis to update the related Conveyor document attributes.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Patch Conveyor document
Tool to update document attributes. Use when you need to modify fields of an existing document by its ID.
Why this helps
Document metadata can lag behind the review work that is already happening in Asana.
- Use a review transition to prompt a document update.
- Keep the source task connected to the update.
- Reduce follow-up steps between project tracking and document maintenance.
Setup
Build it in a few focused steps.
- 1Connect Asana and Conveyor once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in the portal or from any channel.
- 3Describe how to identify the Conveyor document and which provided details should update its attributes.
- 4Pick Task Moved to Section as the trigger and choose where run reports go.
- 5Test with one real example and confirm the intended document attributes changed.
Questions about this workflow
Does this update the document file itself?
No. The action updates document attributes. It does not edit the file contents.
Where does the document ID come from?
Tell Notis where to find a reliable document identifier, such as task details or related context. If that identifier is not available, it must be supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Conveyor. A trigger fires from one place; an action lands in another.
Asana triggers
Conveyor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete a Conveyor document
Tool to delete a specific document. Use when you need to remove a document by its ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete folder
Tool to delete a folder by its ID. Use when you need to remove a specific folder after confirming its ID.
Attachment Added to Task
Triggers when an attachment is added to a task.
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.
New Comment on Task
Triggers when a comment is added to a task in a project.
Get Authorization Request
Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.
New Task Created
Triggers when a new task is created in a project.
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
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.
Task Updated
Triggers when a task is updated in a project.
Get all Conveyor documents
Tool to retrieve all documents. Use after authenticating with a valid API key.
Connect any two apps with Notis in the middle.
Asana and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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