Upload trust materials when new subscribers join
Make security information available at the start of every qualified relationship.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
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
Teams remember to share trust documents only after a customer asks.
- Share evidence earlier
- Reduce repeated requests
- Create a consistent onboarding experience
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Conveyor once in Notis.
- 2Create an automation for trust material delivery.
- 3Tell Notis which approved document to upload for each eligible subscriber.
- 4Pick the Mailchimp Subscribe Trigger.
- 5Choose a report channel and test with one subscription.
Questions about this workflow
Which document is uploaded?
Your instruction should identify the approved trust material and eligibility criteria.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Conveyor. A trigger fires from one place; an action lands in another.
Mailchimp 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.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
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.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Get Authorization Request
Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
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.
Mailchimp 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.