Conveyor is a platform that automates security reviews by providing a Trust Center, AI-driven questionnaire automation, and integrations with various tools to streamline compliance processes.
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.
Tool to create a new folder in Conveyor Exchange. Use when you need to organize items into folders programmatically after obtaining an API key.
Tool to create a review in Conveyor with optional references to external VM unique IDs. Use when you need to create a vendor review programmatically.
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.
Tool to delete a specific document. Use when you need to remove a document by its ID.
Permanently deletes a folder from the Conveyor Exchange by its UUID. Use GET_FOLDERS first to retrieve the folder_id. This action is irreversible.
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.
Retrieve a page of Conveyor connections, optionally filtered by domain. Use pagination to browse the connection list; a valid API key is required.
Retrieve documents and their metadata from the Conveyor Trust Center without request parameters. The result includes a count of the documents returned and may include names, descriptions, access levels, versions, and timestamps.
Retrieve a page of document or Q&A interactions across Conveyor, optionally filtered by interaction type. Use pagination to browse further results.
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.
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.
Retrieve authorizations from your Conveyor Trust Center. Authorizations control who has access to view documents. Use this to list all authorizations or filter by status ('gated', 'authorized', 'revoked') or email address. Requires a valid API token for authentication.
Retrieve a page of interactions associated with a specific connection, optionally filtered by interaction type. Use pagination to browse further results.
Retrieve a page of interactions associated with a specific document, optionally filtered by creation date. Use pagination to browse further results.
Retrieves knowledge base questions from Conveyor. Use to list, search, or paginate through Q&A entries stored in the knowledge base for compliance and security questionnaires.
Retrieves all product lines configured in Conveyor. Use this action to list available product lines for organizing trust documentation, authorizations, and security reviews by business segment. This is a read-only operation that requires a valid API token. Returns a list of product lines with their IDs, names, and descriptions. The list may be empty if no product lines have been configured.
Retrieves a page of Conveyor questionnaires with optional status, product line, and date filters. Returns questionnaire metadata including assignee, connection, product lines, and completion status.
Retrieve folders from the Conveyor Exchange workspace, including IDs, names, and available timestamps and document IDs. Use the list to discover folders before uploading documents or managing folder contents.
Update an existing authorization by revoking Trust Center access or changing its Access Group assignments. Provide revoke=true or an access_group_ids list.
Tool to submit a new questionnaire to Conveyor. Use when you need to create a security questionnaire or RFP submission with file uploads, portal links, or Salesforce integration.
Submit a single question to Conveyor's AI knowledge base and receive an immediate answer. Use this when responding to security questionnaires, compliance inquiries, or knowledge base queries. Returns the AI-generated answer along with confidence scoring when available.
Update a Conveyor document's metadata. Use this to change a document's name, description, access level, folder location, or other properties. Requires the document UUID.
Updates a Conveyor questionnaire request by ID, including its external ID, case IDs, raw data, source system information, or file string.
Tool to upload a new document to Conveyor's Knowledge Library. Use when you need to add a file (<=100MB) for security compliance documentation.
The Conveyor integration connects your Dench AI CRM directly to Conveyor, so agents can read and act on your Conveyor data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
25 actions are available for agents to invoke on your behalf. Every call runs through Conveyor's own authorization, scoped to the account you connect.
Sign in to your Dench workspace and open Integrations.
Find Conveyor and click Connect — you'll authorize access through Conveyor's own sign-in flow. No API keys or code required.
Ask an agent to use Conveyor in chat, or call it from an automation.
Manage or disconnect the connection any time from workspace settings.
The Dench Conveyor integration connects your AI CRM to Conveyor, so AI agents can work with your Conveyor data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
The Conveyor integration currently exposes 25 actions, including Create new authorization, Create new folder, Create new review, Create questionnaire request, Delete a Conveyor document, and Delete folder. Agents invoke them on your behalf from chat or from automations.
No. You connect Conveyor from your Dench workspace using Conveyor's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Connections are authorized through Conveyor's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Conveyor connection from your workspace settings at any time.