Start questionnaire processing with the details you have
Pass a complete intake from ActiveMerge to Conveyor so the request can enter your questionnaire process with its context attached.
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
Questionnaire intake details can be scattered across a document workflow, leaving the request waiting for someone to re-enter them.
- Create a Conveyor request from an existing intake handoff.
- Keep submitter and request context together.
- Catch incomplete required details before the request is sent.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a questionnaire request only when the supplied data includes a submitter email and either an external ID with raw data or Salesforce case IDs.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one valid request and verify it appears in Conveyor.
Questions about this workflow
What does Conveyor require to create a request?
The action requires a submitter email and either an external ID with raw data or Salesforce case IDs.
Will Notis fill in missing case IDs or raw data?
No. The prompt should direct Notis to report missing required information rather than assume or fabricate it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Conveyor. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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