Give each account's security review a clear home in Conveyor
Security review materials are easier to find when they have a consistent home. Let an account change cue Notis to create a Conveyor folder when the workflow calls for one.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Create new folder
Tool to create a new folder in Conveyor Exchange. Use when you need to organize items into folders programmatically after obtaining an API key.
Why this helps
Account-specific security files end up scattered, making it harder to find the right materials during a customer review.
- Create an account-specific place for security review materials.
- Reduce time spent deciding where to organize customer documents.
- Use account context to name folders consistently.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Conveyor once in the Notis portal.
- 2Create an automation with a name and a clear outcome prompt.
- 3Tell Notis when an account needs a security review folder and how to name the folder from available account details.
- 4Pick the Account Created or Updated trigger, choose where run reports go, and test with one real account.
Questions about this workflow
Will this create a folder on every account update?
Your instruction should say when a folder is appropriate and how Notis can avoid creating duplicates. The trigger can fire for account creations and updates.
Does the folder contain the documents automatically?
This action creates a folder. Your instruction should describe the organization outcome, and document placement depends on supported Conveyor actions and the information available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Conveyor. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Authorization Request
Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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