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Turn an Acculynx lead into a Conveyor questionnaire request

Start the security review while the lead is still in view. Notis can turn a qualifying Acculynx webhook into a Conveyor questionnaire request.

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

When security review details live in a lead record, creating the corresponding request in Conveyor can become another manual follow-up to remember.

  • Create a questionnaire request from a qualifying Acculynx webhook.
  • Use the submitter email and request data supplied by the webhook.
  • Keep a new security review from getting lost among lead follow-ups.

Setup

Build it in a few focused steps.

  • 1Connect Acculynx and Conveyor once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3Tell Notis to create a Conveyor questionnaire request when an Acculynx webhook identifies a lead needing a security review, using the supplied submitter email and external ID with raw data, or case IDs.
  • 4Choose the webhook trigger and a report channel for run updates.
  • 5Test with one real webhook payload that includes the required request details.

Questions about this workflow

Does Acculynx provide a built-in trigger for this workflow?

No. Acculynx has no listed trigger events, so an external system must send an HTTP request to start the Notis webhook.

What must the webhook provide?

The Conveyor request requires a submitter email and either an external ID with raw data or case IDs. Include the relevant information in the incoming payload.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Conveyor. A trigger fires from one place; an action lands in another.

Acculynx triggers

Conveyor actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete a Conveyor document

Deletes a document.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete folder

Permanently deletes a folder; this cannot be undone.

ActionInstant

Get all access groups

Retrieves all access groups for a program.

ActionInstant

Get Authorization Request

Retrieves details about an authorization request.

ActionInstant

Get authorizations

Retrieves Trust Center authorizations; a valid API token is required.

ActionInstant

Get Authorization Requests

Retrieves authorization requests.

ActionInstant

Get all Conveyor connections

Retrieves all connections.

ActionInstant

Get all Conveyor documents

Retrieves all documents from the trust center.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Conveyor, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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