See questionnaire status without checking each record
Let Notis gather the current questionnaire details on a schedule so you can focus follow-up where it is needed.
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
Open reviews and unfinished questionnaires are easy to lose track of when status checks require repeated context switching.
- Collect current questionnaire metadata in one scheduled run.
- See available assignee and completion details together.
- Reduce repeated manual status checks.
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 retrieve Conveyor questionnaires and summarize their current status, assignee, product line, connection, and completion details, calling out any filters you want applied.
- 4Choose the recurring schedule and where run reports should go.
- 5Test with one real run and confirm the report reflects the questionnaires returned by Conveyor.
Questions about this workflow
Does ActiveMerge start this scheduled review?
No. ActiveMerge has no listed trigger events. This workflow uses Notis's recurring schedule to start a Conveyor review.
Can the report include an old status history?
The action returns questionnaire metadata and completion status. Historical changes or baselines are not specified, so supply that information separately if needed.
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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