Create a questionnaire request from a credential review
Turn a credential review handoff into a structured Conveyor request, with the needed submission details carried into the automation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create questionnaire request
Why this helps
Teams can lose time turning a credential or compliance review into a second request in another system.
- Reduce repeated entry when a review moves into Conveyor.
- Use an instruction to decide which credential reviews should become requests.
- Make incomplete request details visible in the run report.
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 when to create a questionnaire request and provide the required submitter email plus external ID and raw data, or Salesforce case IDs.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real review payload and check that the request has the intended details.
Questions about this workflow
What information does Conveyor require for a questionnaire request?
The action requires a submitter email and either an external ID with raw data or Salesforce case IDs. Include these in the webhook request or otherwise make them available to Notis.
Will Notis create a request for every credential event?
Your instruction should specify which events qualify. The webhook request should include the information needed to make that decision.
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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