Update Conveyor requests with Affinda document details
Keep a request current when new document details arrive, without reopening the whole intake process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update questionnaire request
Updates an existing questionnaire request.
Why this helps
New or corrected document information can be easy to miss after a questionnaire request has already been created.
- Refresh an existing request when new details are supplied.
- Reduce manual copying of corrected source information.
- Keep updates tied to an existing request identifier.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Conveyor to Notis once.
- 2Create an automation and describe which supplied updates belong on an existing Conveyor request.
- 3Choose a webhook trigger and send the request identifier and updated details to Notis.
- 4Choose where run reports should go.
- 5Test with one real request and verify the updated fields in Conveyor.
Questions about this workflow
Can this find the request without an identifier?
The update action requires the request context needed to identify the existing request. Supply that identifier or have the workflow report that it is missing.
Will this create a new request if none is found?
No. This action updates an existing request; it is not the create request action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Conveyor. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Conveyor.