See the Conveyor request details when a security follow-up is done
Once a teammate completes a security follow-up task, Notis can fetch the related Conveyor request details so the next step is easier to see.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Get Authorization Request
Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.
Why this helps
A completed CRM task often leaves the team switching tools to find the request status and context needed for the next follow-up.
- Bring authorization request context into the follow-up workflow.
- Reduce manual searching in Conveyor after a Salesforce task closes.
- Use task context to focus the lookup on the relevant request.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Conveyor once in the Notis portal.
- 2Create an automation and describe the follow-up outcome in one instruction.
- 3Tell Notis how to identify the related Conveyor authorization request from the task context, then retrieve its details.
- 4Pick the Task Created or Completed trigger and configure it for the relevant completed tasks in your instruction, choose a report channel, and test with one real example.
Questions about this workflow
Can this retrieve the request without an authorization request ID?
The Conveyor action fetches a specific request by authorization_request_id. Your instruction needs to provide that ID or explain how Notis can reliably obtain it from available context.
Does the Salesforce trigger support task filtering?
The event supports optional filtering by task Status or Subject. The trigger is picked in Notis, and users do not build filters as setup steps.
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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