Check questionnaire status with credential context
See which Conveyor questionnaires need attention in a scheduled report informed by the credential information your team tracks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get questionnaires
Retrieves questionnaires, optionally filtered by their details.
Why this helps
Questionnaire follow-up is easy to miss when request status and credential context are checked in different places.
- Retrieve questionnaire status on a schedule.
- Highlight follow-up using criteria written in your instruction.
- Keep the status summary in a chosen report channel.
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 questionnaire statuses need attention and what credential context should be included.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real questionnaire and credential example.
Questions about this workflow
Can the questionnaire action filter results?
The action supports optional filters such as status, product line, or date ranges. State the review criteria in your instruction.
Does Conveyor return completion details?
The action returns questionnaire metadata including completion status. Any comparison baseline or credential history not returned by the apps must be supplied by you.
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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