Turn a relevant Salesforce change into a Conveyor security answer
When a customer or product detail changes, a security answer may need a fresh look. Let Notis submit the right question to Conveyor for an immediate draft answer.
Trigger
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.
Action
Submit single question
Tool to submit a single question. Use when you need an immediate AI-generated answer for a specific product line question.
Why this helps
Security question responses can lag behind changing customer or product context, leaving teams to repeat research across tools.
- Generate an answer in response to a meaningful monitored record change.
- Reduce repeated manual question research.
- Keep a human review step for answers that need customer-specific context.
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 single outcome instruction.
- 3Tell Notis which monitored record changes should prompt a question, the exact question to submit, and the relevant Conveyor product line.
- 4Pick the Record Updated trigger and specify its SObject type and returned field values, choose a report channel, and test with one real record.
Questions about this workflow
Does Salesforce provide the security question?
No. The trigger returns monitored record changes. Include the exact question or a rule for selecting it in your Notis instruction.
Will this complete a customer questionnaire automatically?
The Conveyor action submits one question and returns an AI-generated answer. Review it for accuracy and context before using it in a customer response.
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.