See questionnaire status alongside active deals
Get a concise review queue without checking each security workflow by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get questionnaires
Retrieves questionnaires, optionally filtered by their details.
Why this helps
Open deal reviews are easy to overlook when questionnaire status requires a separate manual check.
- Reduce manual status checking across active reviews.
- Get a focused summary of questionnaire progress.
- Make follow-ups easier to identify from the deal context provided.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Conveyor once in the Notis portal.
- 2Create an automation and describe the status summary you want.
- 3Ask Notis to retrieve Conveyor questionnaires and summarize their status against the active deal context supplied to it, without inferring unavailable matches.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real review example and check the summary against Conveyor.
Questions about this workflow
Can the automation discover Affinity deals on its own?
Affinity trigger events are not available here. The scheduled run can use deal context supplied to Notis, and should identify missing context rather than assuming a match.
What questionnaire details are available?
Conveyor's questionnaire action returns questionnaire metadata such as assignee, connection, product lines and completion status.
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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