Process document access requests from WhatsApp
Keep access requests moving while making the requested recipient and scope clear for review.
Trigger
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
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
Access requests often arrive in chat, where the recipient, document scope, and next step can be easy to lose.
- Recognize an explicit request to access security materials.
- Prepare an authorization from the request details for team review.
- Keep unclear recipient or scope details visible instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect WhatsApp and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to identify explicit access requests, use Conveyor to create an authorization only when the email and approved scope are clear, and flag incomplete requests for review.
- 4Pick the New Message Received trigger and choose where run reports go.
- 5Test with one real request and verify the authorization details before relying on the workflow.
Questions about this workflow
Will every request automatically grant access?
Your instruction should require clear recipient and scope details and send the run report for review. Do not ask Notis to infer missing authorization details.
Can it create an authorization if the customer only asks about documents?
It should create one only when the message clearly requests access and contains the details your team requires.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Whatsapp to Conveyor. A trigger fires from one place; an action lands in another.
Whatsapp 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.
Message Status Updated
Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks
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.
New Message Received
Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.
Get Authorization Request
Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.
Interactive Reply Received
Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.
Get Authorization Requests
Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.
Message Template Status Update
Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.
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.
Whatsapp and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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