Review Conveyor document activity as new contacts arrive
Keep relevant document activity close to contact follow-up. Notis can retrieve interactions for the Conveyor document you identify.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get interactions by document ID
Tool to fetch interactions associated with a specific document. Use when you need to list all interactions for a given document after validating its existence.
Why this helps
Document activity can be overlooked when a new contact lands in the CRM and follow-up starts in another place.
- Retrieve interactions for a document during contact follow-up.
- Make recent document activity available in a Notis run report.
- Reduce context switching between CRM and document review.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Conveyor once in the Notis portal.
- 2Create an automation and tell Notis which Conveyor document's interactions to retrieve for each new contact; provide the document ID or identification rule.
- 3Choose the HubSpot Contact Created trigger and where run reports should go.
- 4Test with one real contact and a document that has known interactions.
Questions about this workflow
Will it find a document automatically from the contact?
Only if the available contact data and your instruction provide a reliable way to identify the document. Otherwise, supply its ID.
Does this validate that the document exists first?
The action retrieves interactions by document ID. Provide a valid document ID; the action description says to validate the document's existence first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Conveyor. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Get Authorization Request
Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
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.
Hubspot and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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