Create a Conveyor request from intake details
Turn structured intake details into a Conveyor questionnaire request with fewer steps.
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
Starting a request can be easy to postpone when the required details are scattered across intake notes.
- Create requests from an intake event
- Keep the source details together
- Reduce manual request setup
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Conveyor once in the Notis portal.
- 2Create an automation and describe how to create a Conveyor request from the webhook details.
- 3Pick notis_webhook as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one valid example that includes the submitter email and required source details.
Questions about this workflow
What information does Conveyor require?
The request requires a submitter email and either an external ID with raw data or Salesforce case IDs.
Can the workflow create a request with only an email address?
No. The action also requires one of the supported source detail options.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Conveyor. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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