Review questionnaire status from Conveyor on a schedule
Bring questionnaire status into a regular report so open review work is easier to spot.
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 progress can be easy to overlook when status checks depend on remembering to open another system.
- Create a predictable status review
- Surface questionnaire metadata in a run report
- Reduce manual check-ins across systems
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 ask Notis in plain language.
- 3In one instruction, ask Notis to retrieve Conveyor questionnaires and summarize status and available metadata, incorporating supplied AnyDB context if relevant.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real run and confirm the summary reflects the returned questionnaire data.
Questions about this workflow
Does this update AnyDB records?
No. The selected action retrieves questionnaires from Conveyor. AnyDB context can inform the report only when it is supplied to Notis.
Can the report include historical status that Conveyor does not return?
Only if that history is provided to Notis. The report can summarize fields and records returned by Conveyor.
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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