Move security review intake from Affinity to Conveyor
Start a security review from the deal context you already have, and keep intake gaps visible.
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
Deal teams can lose time switching between a CRM and a security workflow to re-enter review context.
- Reduce repeated entry when a deal needs a security review.
- Keep the deal context alongside the review request.
- Flag required intake details that are missing instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Conveyor once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in the portal or from any channel.
- 3In one instruction, ask Notis to use incoming Affinity deal context to create a Conveyor questionnaire request and report any missing required details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real deal example and confirm the request details in Conveyor.
Questions about this workflow
How does the automation start?
A Notis webhook starts it when an HTTP request supplies the Affinity deal context. Affinity trigger events are not available in this workflow package.
What if the request lacks required information?
Instruct Notis to report the missing details and avoid filling them in by assumption. Conveyor requires a submitter email and either an external ID with raw data or Salesforce case IDs.
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
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.