Convert portal requests into Conveyor intake
Capture the request once and create a structured Conveyor item for processing.
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
Manually transferring requestor details and case information creates avoidable intake delays.
- Collect visible request details from a portal with Airtop.
- Create a Conveyor questionnaire request for processing.
- Keep intake work tied to a specific incoming request.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to inspect the supplied portal with Airtop and create a Conveyor request using the details available there.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request and verify its Conveyor record.
Questions about this workflow
What data must be present?
Conveyor requires a submitter email and either an external ID with raw data or Salesforce case IDs. Provide missing values in the webhook context.
Can Airtop access a Salesforce page?
It can navigate accessible web pages. The workflow only works when Airtop can reach the page and read the needed case details.
Will it invent missing request data?
No. Instruct Notis to report missing required details instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtop to Conveyor. A trigger fires from one place; an action lands in another.
Airtop 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.
Airtop and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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