Keep questionnaire reviews on your radar
Bring portal context and Conveyor questionnaire status into a regular review report.
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 status can be spread across customer portals and Conveyor, making follow-up easy to overlook.
- Check a defined portal on a recurring schedule.
- Retrieve questionnaire status from Conveyor.
- Get a concise report that highlights records needing attention.
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 which portal Airtop should check and to retrieve matching questionnaire status from Conveyor.
- 4Pick the cron schedule and choose where run reports should go.
- 5Test with one real portal and questionnaire example.
Questions about this workflow
Does this work with any portal?
Airtop can navigate sites and extract data, but the portal must be accessible and the requested status must be available there.
Will it change questionnaire records?
No. This workflow retrieves questionnaire information and reports it for review.
How should I choose the schedule?
Choose a cadence that matches how often portal status changes matter to your team.
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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