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Notis

Move completed questionnaire packages into Conveyor

When a response package is ready, hand it off to Conveyor without retracing the submission steps.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Submit new questionnaire

Submits a security questionnaire or RFP for processing.

Why this helps

Completed questionnaires can stall while someone finds the right submission path and re-enters context.

  • Reduce repeated submission work.
  • Hand off response context when it is ready.
  • Keep the submission process consistent.

Setup

Build it in a few focused steps.

  • 1Connect Anthropic administrator and Conveyor once in the Notis portal.
  • 2Create an automation in Notis by naming it and describing the outcome.
  • 3Tell Notis to submit a new Conveyor questionnaire when a completed package is sent to the webhook, using the provided files, portal links, or Salesforce context.
  • 4Choose a webhook trigger and select where run reports should go.
  • 5Test with one real questionnaire package and verify the submission details.

Questions about this workflow

Can this submit files or portal links?

The Conveyor action supports questionnaire submissions with file uploads, portal links, or Salesforce integration. Include the available context in the request.

Does it create a questionnaire request instead?

No. This action submits a new questionnaire. Use the separate request action when you need to create a request for processing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Anthropic administrator to Conveyor. A trigger fires from one place; an action lands in another.

Anthropic administrator triggers

Conveyor actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete a Conveyor document

Deletes a document.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete folder

Permanently deletes a folder; this cannot be undone.

ActionInstant

Get all access groups

Retrieves all access groups for a program.

ActionInstant

Get Authorization Request

Retrieves details about an authorization request.

ActionInstant

Get authorizations

Retrieves Trust Center authorizations; a valid API token is required.

ActionInstant

Get Authorization Requests

Retrieves authorization requests.

ActionInstant

Get all Conveyor connections

Retrieves all connections.

ActionInstant

Get all Conveyor documents

Retrieves all documents from the trust center.

ActionInstant

Connect any two apps with Notis in the middle.

Anthropic administrator and Conveyor, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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