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Conveyor

Security review automation platform for trust-center documents, folders, authorization requests, access groups, and connections.

Helps compliance teams publish documents to a Trust Center, gate access with groups and authorizations, and process inbound questionnaire requests.

Example Use Cases

These are the Conveyor actions Snow can use when building apps with you. Connecting an account does not make Snow run these on its own.

Create new authorization

Tool to create a new authorization in Conveyor Exchange. Use this to grant access to a user by email address or by approving an existing authorization request. Provide either 'email' (to create a new authorization for that email) or 'request_id' (to approve an existing authorization request), but not both.

Create questionnaire request

Tool to create a new questionnaire request in Conveyor. Use when you need to submit a security questionnaire or compliance request for processing. Requires submitter_email and either external_id with raw_data OR case_ids from Salesforce.

Delete a Conveyor document

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

Delete folder

Permanently deletes a folder from the Conveyor Exchange by its UUID. Use GET_FOLDERS first to retrieve the folder_id. This action is irreversible.

Get all access groups

Tool to retrieve all access groups for a program. Use when you need to fetch the complete list of access groups configured in the Conveyor Exchange.

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

Retrieves all documents from the Conveyor trust center. Returns a list of documents with their metadata including name, description, access level, versions, and timestamps. No parameters required - simply call to get all documents.

Get all interactions

Tool to get all interactions (document interactions, q&a interactions) with optional filters. Use when you need to retrieve and filter interactions across all documents and Q&A sessions.

Get Authorization Request

Retrieves details of a specific authorization request from Conveyor Exchange by its ID. Use this to get information about a pending or processed access request, including the requestor's email, message, status, and associated dataroom.

Get Authorization Requests

Retrieves authorization requests from Conveyor's Trust Center. Use this tool to: - List all authorization requests (no filters) - Get pending requests awaiting approval (status='requested') - Filter by specific status ('initial', 'requested', 'approved', 'ignored') - Filter by requester email address Returns a list of authorization requests with details including requester email, status, timestamps, and optional CRM links.