Move questionnaire requests from AnyDB into Conveyor
Send a questionnaire request from an AnyDB webhook to Conveyor, with the request context ready for review.
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
Security requests recorded in a database can sit idle while someone copies details into the compliance workflow.
- Reduce duplicate entry when a new request arrives
- Keep request context together for Conveyor processing
- Make intake easier to start from a database workflow
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one in plain language.
- 3In one instruction, tell Notis to use the incoming AnyDB webhook details to create a Conveyor questionnaire request, supplying the required submitter email and request data.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real request payload and confirm it contains the required details.
Questions about this workflow
What must the webhook payload include?
The Conveyor request needs a submitter email and either an external ID with raw data or Salesforce case IDs. Include the relevant values in the request context.
Does AnyDB provide a built-in trigger event here?
No AnyDB trigger events are specified for this workflow. A Notis webhook starts it, and the request payload supplies the context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Conveyor. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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