Apply review metadata to new Conveyor documents
Start every secure document with the context reviewers need to understand it.
Trigger
New Coda Document Trigger
Triggers when a new Coda document is created.
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
New uploads can lack ownership or review context, creating avoidable questions later.
- Improves document clarity
- Reduces back and forth
- Standardizes review preparation
Setup
Build it in a few focused steps.
- 1Connect Coda and Conveyor once in Notis
- 2Create an automation and describe the metadata update outcome in one instruction
- 3Pick the New Coda Document trigger
- 4Choose where run reports should go
- 5Test with one real document
Questions about this workflow
What attributes can be updated?
Use the fields supported by Conveyor and describe the intended values in your instruction.
Does this create the Conveyor document?
No. It updates an existing related document; use the upload action when creation is needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Conveyor. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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 Coda Document Trigger
Triggers when a new Coda document is created.
Get Authorization Request
Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.
New Coda Page Trigger
Triggers when a new page is added to a Coda document.
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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.
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.
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.
Coda and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Conveyor.