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Notis

Look up a prospect's Conveyor questionnaire status

Get a current view of questionnaire progress when a campaign handoff raises the question.

Trigger

Webhook received

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

Action

Get questionnaires

Retrieves questionnaires, optionally filtered by their details.

Why this helps

A founder can waste time switching systems to find out whether a questionnaire is assigned, complete, or still in progress.

  • Retrieve questionnaire metadata when status is requested.
  • Bring completion context into a Notis run report.
  • Reduce manual checks across campaign and compliance tools.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Conveyor once in Notis.
  • 2Create an automation in Automations, New Automation, or ask Notis to create it from any channel.
  • 3Tell Notis in one instruction to retrieve Conveyor questionnaires when a webhook requests a status check, using only filters provided by the request.
  • 4Choose the webhook trigger and where run reports should go.
  • 5Test with one real status check and review the returned metadata.

Questions about this workflow

Does the action send a status email?

No. It retrieves questionnaire metadata. Notis can report the result through the configured run report channel.

Can it filter questionnaires?

The action supports optional filters such as status, product line, or date ranges. Supply a filter only when the request provides it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Active campaign 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.

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

When this happens · Trigger

Do this · Action

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