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Review Conveyor document interactions from WhatsApp

A document ID in chat can reveal the related Conveyor interaction history.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

Action

Get interactions by document ID

Tool to fetch interactions associated with a specific document. Use when you need to list all interactions for a given document after validating its existence.

Why this helps

Reviewing document history takes too long when the request starts in messaging.

  • Speed up document investigations
  • Keep history requests in one channel
  • Surface prior activity before follow-up

Setup

Build it in a few focused steps.

  • 1Connect Timelinesai and Conveyor once in the Notis portal.
  • 2Create an automation that retrieves Conveyor interactions for the document ID in each qualifying WhatsApp message.
  • 3Pick New WhatsApp Message Received as the trigger.
  • 4Choose where run reports go and test with one real document-history request.

Questions about this workflow

Does it modify the document?

No. It only retrieves interactions associated with the supplied document ID.

What if there are no interactions?

The report should state that Conveyor returned no associated interactions.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Conveyor. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Conveyor actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete a Conveyor document

Tool to delete a specific document. Use when you need to remove a document by its ID.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete folder

Tool to delete a folder by its ID. Use when you need to remove a specific folder after confirming its ID.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

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.

ActionInstant

Get Authorization Request

Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.

ActionInstant

Get Authorization Requests

Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Get all Conveyor documents

Tool to retrieve all documents. Use after authenticating with a valid API key.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai 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.