Keep questionnaire request context current
Carry important deal changes into the review request without retyping the full context.
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
A review request can become stale as deal details change, leaving security teams with outdated context.
- Reduce manual updates to existing review requests.
- Keep request context aligned with supplied deal changes.
- Avoid updating the wrong request by requiring a known identifier.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Conveyor once in the Notis portal.
- 2Create an automation and describe how changed deal context should update a request.
- 3Ask Notis to update the related Conveyor questionnaire request only when its identifier is provided, and report missing or ambiguous identifiers.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real request and verify the updated details in Conveyor.
Questions about this workflow
Will the workflow search for a matching request if there is no identifier?
It should report that the identifier is missing rather than guessing which request to update.
What can the Conveyor update action change?
It can modify a questionnaire request's external ID, case IDs, raw data or source system information.
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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