Skip to content
Notis

Upload new Coda documents to Conveyor

Keep new project and compliance documents ready for secure exchange without manual downloads.

Trigger

New Coda Document Trigger

Triggers when a new Coda document is created.

Action

Upload new document

Tool to upload a new document. Use when you have a local file (<=100MB) to send to Conveyor.

Why this helps

New documents can sit in Coda while customers or reviewers wait for a secure copy.

  • Reduces download and re-upload work
  • Keeps newly created documents moving
  • Creates a consistent secure sharing path

Setup

Build it in a few focused steps.

  • 1Connect Coda and Conveyor once in Notis
  • 2Create an automation and describe the upload outcome in one instruction
  • 3Pick the New Coda Document trigger
  • 4Choose where run reports should go
  • 5Test with one real Coda document

Questions about this workflow

What happens when a Coda document is created?

Notis retrieves the new document and asks Conveyor to upload it using the available document details.

Can Notis upload documents without a local file?

The upload action requires a local file, so provide or enable access to a downloadable file when 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.

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

Coda Document Deleted Trigger

Triggers when a Coda document is deleted.

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

New Coda Document Trigger

Triggers when a new Coda document is created.

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

New Coda Page Trigger

Triggers when a new page is added to a Coda document.

TriggerPolling

Get Authorization Requests

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

ActionInstant

Specific Coda Page Updated Trigger

Triggers when a specific page within a Coda document is updated.

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

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

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.

Coda 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.