Keep Conveyor knowledge base questions from getting lost
A recurring review helps your team see which knowledge base questions may need attention, without adding another manual check to the week.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Knowledge Base Questions
Tool to retrieve knowledge base questions. Use when you need to fetch all questions from the Conveyor knowledge base.
Why this helps
Knowledge base questions can be easy to overlook while founders juggle customer requests, security reviews, and sales work.
- Bring the available knowledge base questions into a recurring report.
- Spot unanswered or unclear items when the returned data supports it.
- Make question review easier to fit into an existing routine.
Setup
Build it in a few focused steps.
- 1Connect Conveyor once in the Notis portal.
- 2Create an automation and tell Notis to retrieve knowledge base questions and summarize items needing review based on the returned information.
- 3Choose a recurring schedule and where run reports should go.
- 4Test with one real run and confirm the report is useful.
Questions about this workflow
Can this determine which questions are unanswered?
Only if the retrieved data includes answer or status information that supports that conclusion. Ask Notis to flag missing information when it cannot determine an answer.
Does this answer the questions in Conveyor?
No. It retrieves the knowledge base questions. The separate Submit single question action generates an answer for a specific product line question.
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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