Keep Conveyor questionnaire request details current
When campaign follow-up adds missing request information, pass the update to the existing Conveyor questionnaire 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
Request details can change after intake, leaving a questionnaire record incomplete or out of date.
- Apply new request information without re-entering it
- Keep external IDs and source data attached to the request
- Reduce follow-up caused by incomplete records
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 give it a specific name.
- 3Tell Notis to update an existing Conveyor questionnaire request only when the webhook includes its identifier and new request details.
- 4Select the webhook trigger and choose where reports should go.
- 5Test with one real request update and confirm the record changed as expected.
Questions about this workflow
Can this create a request if none exists?
No. This action updates an existing questionnaire request. Use a separate intake workflow to create one.
What details can be updated?
The action supports external ID, case IDs, raw data, and source system information, subject to the details available in the webhook.
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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