See your Conveyor questionnaire status in a scheduled review
Have Notis collect questionnaire status from Conveyor on a schedule and present the returned details in a run report, so pending reviews are easier to spot.
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
Checking several questionnaires one by one makes follow-up easy to lose between other work.
- Bring questionnaire status into a recurring review.
- See returned assignee and completion metadata together.
- Reduce manual checking across the Conveyor workspace.
Setup
Build it in a few focused steps.
- 1Connect Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the scheduled review.
- 3Tell Notis to retrieve Conveyor questionnaires and summarize the returned status and completion details.
- 4Choose the recurring schedule trigger and set the cadence in Notis.
- 5Choose a report channel, then test with one real run and confirm the returned questionnaire details are useful.
Questions about this workflow
Can this workflow determine which questionnaires are overdue?
It can summarize returned questionnaire metadata. Use a due date or follow-up rule only if that information is present in the returned data or you provide the rule and needed dates.
Does the workflow send reminders?
No. This workflow retrieves and summarizes questionnaires. It does not send messages or update questionnaire records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Conveyor. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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