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Keep questionnaire status visible alongside project follow-up

Get a scheduled view of Conveyor questionnaire progress, with Notis summarizing the status and project context available in the returned records.

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 reviews can drift out of sight while project work continues, leaving the next follow-up unclear.

  • Review questionnaire metadata on a recurring schedule.
  • Summarize available assignee, connection, product line, and completion details.
  • Surface status for follow-up without repeatedly opening separate tools.

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 retrieve Conveyor questionnaires and summarize returned status and any Acculynx project context included in the records.
  • 4Choose a recurring schedule and a report channel for the digest.
  • 5Test with one run and confirm the returned records contain the status details you need.

Questions about this workflow

Will Conveyor's questionnaire list include every Acculynx project detail?

No. The action returns questionnaire metadata such as assignee, connection, product lines, and completion status. Any project context not included in those records must be supplied separately.

Can this workflow update Acculynx?

No. This package uses Conveyor actions only. The scheduled run can summarize returned data in its Notis report channel.

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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