Keep questionnaire progress visible with a scheduled review
Let Notis bring questionnaire status into a regular check-in so follow-up is easier to plan.
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
Questionnaire follow-up can slip when there is no reliable moment to check progress across campaigns.
- Run a regular questionnaire status lookup.
- Review available metadata and completion status in one report.
- Reduce the need to remember a separate status check.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Conveyor once in Notis.
- 2Create an automation and describe which questionnaire progress details to retrieve.
- 3Choose a Notis schedule trigger and the report destination.
- 4Run a test with one real questionnaire and confirm the report is useful.
Questions about this workflow
Does the schedule pull campaign data from AimTell?
AimTell trigger events are not listed. This workflow schedules a Conveyor questionnaire lookup; include any AimTell context you need in the instruction or supplied data.
Can the lookup be narrowed?
The action supports optional filters such as status, product line, and date ranges.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Conveyor. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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