Route security questionnaire replies from ActiveTrail to Conveyor
Keep a request for security information from getting buried in campaign replies. Send the relevant reply to Conveyor for processing.
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
A prospect may ask for security documentation in an email reply, then the request gets lost among campaign responses.
- Capture questionnaire requests from campaign replies
- Reduce manual copying into the compliance workflow
- Keep Conveyor as the place to track the request
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a Conveyor questionnaire request from an incoming ActiveTrail reply when it asks for security or compliance information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real reply and confirm the request appears in Conveyor.
Questions about this workflow
What starts this workflow?
An HTTP request to the Notis webhook starts it. Configure your existing system to send relevant ActiveTrail reply data to that webhook.
Does this workflow create a questionnaire response?
It creates a questionnaire request for processing in Conveyor. It does not promise a completed questionnaire response.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Conveyor. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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