Move partner security questionnaires into Conveyor
Bring affiliate partner context and questionnaire materials together in a Conveyor submission workflow.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Submit new questionnaire
Submits a security questionnaire or RFP for processing.
Why this helps
Security questionnaires can stall when partner context and submission materials are spread across separate workflows.
- Use your criteria to select partner questionnaire submissions.
- Carry relevant partner context into the Conveyor submission process.
- Identify missing source materials before attempting submission.
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 partners and questionnaire materials to submit, and how to handle incomplete inputs.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real partner example and check the submission details.
Questions about this workflow
Can Adtraction provide the questionnaire documents by itself?
The available Adtraction description does not specify questionnaire files. Provide the materials through a connected source or other input available to Notis, and have the instruction report when materials are absent.
Will Notis submit a questionnaire for every partner?
Only if your instruction says so and the required submission information is available. Define eligibility and have Notis report incomplete cases.
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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