Request compliance details from affiliate partners
Send selected partner context into Conveyor so compliance follow-up has a clear starting point.
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
When a partner needs compliance follow-up, gathering their details and starting the request can become another manual handoff.
- Start a Conveyor request from partner details supplied to Notis.
- Use your instructions to decide which partner records need follow-up.
- Surface missing submitter details before attempting a request.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, describe which incoming partner details warrant a questionnaire request and how to handle missing required information.
- 4Pick the webhook trigger and choose where run reports go.
- 5Test with one real partner example and confirm the request contents.
Questions about this workflow
Does Adtraction automatically trigger this workflow?
No. Adtraction has no listed trigger event. The workflow starts when a request is sent to the Notis webhook, and the instruction should explain how partner data reaches it.
What information is needed to create a questionnaire request?
Conveyor requires a submitter email and either an external ID with raw data or Salesforce case IDs. If the incoming data lacks these, Notis should report the gap instead of making details up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Conveyor. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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