Submit deal questionnaires from Affinity context
Keep questionnaire submission moving while the opportunity details are fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Submit new questionnaire
Submits a security questionnaire or RFP for processing.
Why this helps
Questionnaire work can stall when deal context, submission materials and the security workflow live in separate places.
- Reduce context switching during questionnaire intake.
- Use deal context to identify the correct submission materials.
- Surface missing files or links before submission.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Conveyor once in the Notis portal.
- 2Create an automation by describing the desired submission outcome in plain language.
- 3Ask Notis to use incoming deal context to submit a Conveyor questionnaire only when required materials are present, and report anything missing.
- 4Pick the Notis webhook trigger and select a run report destination.
- 5Test with one real deal and verify the questionnaire submission in Conveyor.
Questions about this workflow
Does this action create a questionnaire request or submit a questionnaire?
This workflow uses Conveyor's submit new questionnaire action, which is distinct from creating a questionnaire request.
Will Notis invent files or portal links if they are missing?
No. Tell Notis to report missing submission materials rather than inventing or substituting them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Conveyor. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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