Send completed questionnaire work to Conveyor
When your questionnaire package is ready, send its supplied submission details to Conveyor and keep the handoff visible.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Submit new questionnaire
Submits a security questionnaire or RFP for processing.
Why this helps
A completed response can still miss a deadline if someone has to reassemble the submission details and move them by hand.
- Reduce repeat handling of completed questionnaire packages.
- Keep submission details together in the webhook request.
- Make submission outcomes visible through Notis run reports.
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 submit the completed questionnaire using the supplied files, portal links, or Salesforce information, and report any missing submission details.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real completed questionnaire and confirm its submission status in Conveyor.
Questions about this workflow
Can this workflow write questionnaire answers?
It submits a questionnaire package through Conveyor's submit action. The request must include the submission material or context required for that submission.
Does ActiveMerge have a questionnaire trigger?
No ActiveMerge trigger events are listed. Start this workflow with a Notis webhook sent by an external tool or backend when the package is ready.
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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