See whether a new HubSpot contact already has a Conveyor review request
A new contact may be tied to a security review already in progress. Have Notis check Conveyor and surface the request status for your follow-up.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
Why this helps
A contact appears in HubSpot, but the related security review may be tracked elsewhere and easy to miss.
- Spot a matching review request when a contact is created.
- Keep review follow-up visible alongside your CRM activity.
- Reduce manual checks across HubSpot and Conveyor.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Conveyor once in the Notis portal.
- 2Create an automation and tell Notis to check Conveyor authorization requests for a match to each new HubSpot contact, then report the result.
- 3Choose the HubSpot Contact Created trigger and where run reports should go.
- 4Test with one real contact and review the result.
Questions about this workflow
Does this create a Conveyor authorization request?
No. It retrieves authorization requests and reports a possible match. Creating an authorization is a separate Conveyor action.
What if there is no match?
Ask Notis in your instruction to report when no matching request is found.
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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