Keep Conveyor document details in step with Salesforce opportunities
As a deal moves forward, its security review materials need attention too. Ask Notis to use opportunity updates to identify Conveyor documents that need a detail refresh.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Patch Conveyor document
Tool to update document attributes. Use when you need to modify fields of an existing document by its ID.
Why this helps
Opportunity changes can leave document descriptions or attributes behind, making sales teams unsure which security materials are current.
- Prompt a review of relevant document details when an opportunity changes.
- Reduce manual checks between the CRM and Trust Center.
- Keep the update instruction scoped to documents identified by your team's process.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Conveyor once in the Notis portal.
- 2Create an automation in the portal or from any channel, with a name and outcome prompt.
- 3In one instruction, tell Notis how to identify the related Conveyor document and which attributes to update when the opportunity changes.
- 4Pick the New or Updated Opportunity trigger, choose a report channel, and test with one real opportunity.
Questions about this workflow
Will Notis know which Conveyor document belongs to the opportunity?
Only if the relationship is present in the returned data or you describe a reliable way to identify it. Supply the missing link in your instruction when needed.
Can it change any document attribute?
The Conveyor action updates document attributes by document ID. Your instruction should identify the document and the appropriate values to apply.
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
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.