Update a Conveyor document from Todoist
Keep document changes moving from the task where they were requested.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Small document updates get delayed by switching between task and compliance systems.
- Apply approved document changes faster
- Preserve a clear request trail
- Reduce repetitive portal edits
Setup
Build it in a few focused steps.
- 1Connect Todoist and Conveyor in the Notis portal once.
- 2Create an automation named Document attribute updater.
- 3Tell Notis to update the specified Conveyor document using the approved attributes in each new Todoist task.
- 4Pick Todoist New Task Created as the trigger.
- 5Choose where reports go and test with one document update task.
Questions about this workflow
Does the task need a document ID?
Yes. Include the exact Conveyor document ID and the requested approved changes.
Can it replace the document file?
This action updates document attributes; use upload for a new file.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Conveyor. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Get Authorization Request
Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
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.
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.
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.
Todoist and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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