Turn a new Salesforce lead into a Trust Center access request
Security reviews can stall while teams wait for someone to share the right materials. Let Notis prepare Conveyor access when a new lead is ready for review.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Create new authorization
Tool to create a new authorization. Use when you need to grant access by email or from a prior authorization request.
Why this helps
Prospects ask for security materials, but granting access gets buried among lead follow-ups and sales activity.
- Reduce the delay between a qualified lead and security material access.
- Keep sales follow-up and authorization context together.
- Use the lead details returned by Salesforce to guide the authorization request.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Conveyor once in the Notis portal.
- 2Create an automation by naming it and describing the desired outcome in one instruction.
- 3Tell Notis to review new leads for a security review signal and create the appropriate Conveyor authorization using the lead's email.
- 4Pick the New Lead trigger, choose where run reports go, and test with one real lead.
Questions about this workflow
Does every new lead automatically get access?
Your instruction should tell Notis which lead details indicate a security review. Review the result and grant access only when the lead is eligible.
What information does Salesforce provide?
The trigger fires for a new Lead. Tell Notis which available lead details to use, such as its email, and provide any eligibility rules Salesforce does not contain.
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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No card. Works with personal or business Conveyor.