Create Conveyor questionnaire requests from Affinda invoice data
Send invoice details to Notis and let it prepare the matching Conveyor request, so document review 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
Invoice details can arrive separately from the compliance request they need to support, leaving founders to re-enter information and chase context.
- Reduce retyping invoice details into a compliance workflow.
- Create a request record that can be followed up in Conveyor.
- Keep the handoff prompt based and focused on the supplied invoice data.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Conveyor to Notis once.
- 2Create an automation in Notis and describe how invoice details should become a Conveyor questionnaire request.
- 3Choose a webhook trigger and send the invoice details to its Notis endpoint.
- 4Choose where run reports should go.
- 5Test with one real invoice and confirm the request details in Conveyor.
Questions about this workflow
Does Affinda trigger this automatically?
No. Affinda has no listed trigger event here. A Notis webhook starts the automation when invoice details are sent to it.
What information should the webhook include?
Provide the invoice data and the submitter email and request details needed for the Conveyor request. Notis should flag missing required information instead of guessing.
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
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