Keep security questionnaire work visible
Get a scheduled view of questionnaire status without opening Conveyor and checking each request by hand.
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 requests compete with lead research and follow-up, making pending reviews easy to overlook.
- See questionnaire status in a recurring report.
- Bring pending security work back into view alongside sales activity.
- Use Conveyor questionnaire metadata without assuming missing deadlines or owners.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to retrieve questionnaires and summarize their current status, noting if due dates are not available.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and review the summary.
Questions about this workflow
Does this automatically follow up with questionnaire owners?
No. It retrieves questionnaires and summarizes available status. Any missing owner or deadline must be supplied separately.
Can I choose the schedule?
Yes. Select the recurring schedule when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Conveyor. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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