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Notis

Turn verified contact details into a Conveyor questionnaire request

Send one intake to Notis. Addressfinder checks the contact details, and Conveyor receives a questionnaire request when the submission contains the required case IDs or external ID and raw data.

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

Questionnaire intake can stall when contact details are unreliable or request information is incomplete.

  • Catch questionable email, phone, or address data before creating a request.
  • Reduce re-entry between intake and Conveyor.
  • Keep incomplete submissions from becoming unsupported requests.

Setup

Build it in a few focused steps.

  • 1Connect Addressfinder and Conveyor once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a clear name.
  • 3Tell Notis to validate submitted contact details with Addressfinder and create a Conveyor questionnaire request only when submitter_email and either case_ids or external_id with raw_data are present.
  • 4Choose the webhook trigger and copy its endpoint to the system that sends questionnaire intake.
  • 5Choose a report channel, then test with one real intake that includes the required request details.

Questions about this workflow

What must the intake include for Conveyor to create the request?

Conveyor requires submitter_email and either case_ids from Salesforce or external_id with raw_data. Address validation does not replace those request inputs.

Does Addressfinder start this automation?

No. Addressfinder has no trigger events in this workflow. An HTTP request starts the Notis webhook, and the automation can use Addressfinder to check the submitted data.

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.

TriggerScheduled

Delete a Conveyor document

Deletes a document.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete folder

Permanently deletes a folder; this cannot be undone.

ActionInstant

Get all access groups

Retrieves all access groups for a program.

ActionInstant

Get Authorization Request

Retrieves details about an authorization request.

ActionInstant

Get authorizations

Retrieves Trust Center authorizations; a valid API token is required.

ActionInstant

Get Authorization Requests

Retrieves authorization requests.

ActionInstant

Get all Conveyor connections

Retrieves all connections.

ActionInstant

Get all Conveyor documents

Retrieves all documents from the trust center.

ActionInstant

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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