Keep questionnaire request details current
When intake details change, send the correction with the request identifier and let Notis update the corresponding Conveyor request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update questionnaire request
Updates an existing questionnaire request.
Why this helps
Corrected questionnaire information can be buried in a document workflow while the active request keeps outdated context.
- Reduce manual re-entry when a request needs correction.
- Keep the update tied to the intended questionnaire request.
- Use only corrections included in the webhook.
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 update the request identified by the supplied request details using only the explicit corrections in the webhook.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real request correction and verify the updated request in Conveyor.
Questions about this workflow
Which details can this action update?
The listed action can update an existing request's external ID, case IDs, raw data, or source system information.
What if the request cannot be identified?
Include the identifier needed by the action in the webhook. Notis should report an unclear or missing target rather than update a guessed request.
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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