Submit a questionnaire from a credential handoff
Move from a credential related handoff to a Conveyor questionnaire submission with a clear instruction and the submission details at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Submit new questionnaire
Submits a security questionnaire or RFP for processing.
Why this helps
A handoff can stall when someone has to interpret the request and recreate its submission in Conveyor.
- Reduce copying request details into a separate questionnaire workflow.
- Use your instruction to handle only qualifying handoffs.
- Keep submission outcomes visible in Notis run reports.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3Describe which handoffs qualify and provide the files, portal links, or other details the submission needs.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real handoff and confirm the Conveyor submission.
Questions about this workflow
Is a credential event itself enough to submit a questionnaire?
No. The webhook is a Notis-native trigger, and the request must include the submission information your process needs.
What can the Conveyor submission include?
The action can submit a questionnaire with file uploads, portal links, or Salesforce integration. Include the needed information in the workflow context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Conveyor. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Conveyor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete a Conveyor document
Deletes a document.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete folder
Permanently deletes a folder; this cannot be undone.
Get all access groups
Retrieves all access groups for a program.
Get Authorization Request
Retrieves details about an authorization request.
Get authorizations
Retrieves Trust Center authorizations; a valid API token is required.
Get Authorization Requests
Retrieves authorization requests.
Get all Conveyor connections
Retrieves all connections.
Get all Conveyor documents
Retrieves all documents from the trust center.
Connect any two apps with Notis in the middle.
Accredible certificates and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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