Handle prospect trust requests without leaving Slack behind
Route an access request to Conveyor so prospects can review the right trust materials sooner.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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
A founder can lose track of a prospect's request for security documentation while juggling sales and product conversations.
- Cuts out a separate manual entry step for access requests.
- Keeps a prospect's request connected to the next action.
- Supports a clear approval condition in the plain-language instruction.
Setup
Build it in a few focused steps.
- 1Connect Slack and Conveyor to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally to handle prospect trust requests.
- 3Give Notis one instruction to create a Conveyor authorization for a DM request only when the prospect email and permission to share are clear.
- 4Choose Direct Message Received as the trigger and select a channel for run reports.
- 5Test using a real, authorized request and confirm the recipient and access scope.
Questions about this workflow
Can this grant access automatically?
The prompt can describe when to create the authorization. Include a clear condition for recipient identity and permission, and review the test run.
Does it work with channel messages too?
This workflow uses Slack's Direct Message Received event. Use a separate channel-message workflow if requests arrive in channels.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Conveyor. A trigger fires from one place; an action lands in another.
Slack 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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Authorization Request
Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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