Keep Conveyor authorization requests on your review radar
Let a scheduled Notis run bring authorization requests and their available statuses into one report, so follow-up is easier to plan.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
Why this helps
Authorization requests can sit without a clear next step when no one remembers to check their status.
- Review authorization request status on a predictable schedule.
- See the available requests in a Notis run report.
- Reduce the need to remember a separate manual check.
Setup
Build it in a few focused steps.
- 1Connect Conveyor once in the Notis portal.
- 2Create an automation and tell Notis to retrieve authorization requests and summarize the statuses or follow-up items you care about.
- 3Choose a recurring schedule and where run reports should go.
- 4Test with one real run and confirm the report includes the needed information.
Questions about this workflow
Can I filter requests by status?
The action can retrieve authorization requests optionally filtered by status. State the status you want in your instruction.
Will this send reminders to requesters?
No. The listed action retrieves requests. It does not send messages or change their status.
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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