Get a scheduled review of Conveyor questionnaire progress
Start your day with a concise view of questionnaire status and the items that may need a follow-up.
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
Questionnaire progress can stall quietly when no one checks the queue regularly.
- See questionnaire status in a recurring review
- Surface incomplete work for follow-up
- Reduce the need to check Conveyor manually
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 retrieve Conveyor questionnaires and summarize status, completion, and follow-up items in the run report.
- 4Choose a recurring schedule and where reports should go.
- 5Test with one real run and verify the summary against Conveyor.
Questions about this workflow
Does this send reminders to questionnaire assignees?
No. It retrieves questionnaire data and summarizes it in the run report.
Can the summary include only selected statuses?
The action supports optional filters. State the relevant statuses in your instruction if you want a focused review.
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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