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Upload compliance files requested through Typeform

Turn a document request into a clean Conveyor upload while the request is still fresh.

Trigger

New Form Response

Triggers when a respondent completes and submits the form.

Action

Upload new document

Tool to upload a new document. Use when you have a local file (<=100MB) to send to Conveyor.

Why this helps

Teams lose time hunting for requested files after a form submission and may miss the follow-up entirely.

  • Capture document requests immediately
  • Reduce missed customer follow-ups
  • Keep uploads centralized in Conveyor

Setup

Build it in a few focused steps.

  • 1Connect Typeform and Conveyor once in Notis.
  • 2Create an automation that identifies the requested file and uploads the matching local document.
  • 3Pick the Typeform New Form Response trigger.
  • 4Choose a report channel and test with one real request that includes an available file.

Questions about this workflow

Where does the source file come from?

The file must already be available locally or in a location your connected agent can access.

What if the requested file is unavailable?

The automation reports the missing file so you can provide it before retrying.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Typeform 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

Tool to delete a specific document. Use when you need to remove a document by its ID.

ActionInstant

Webhook trigger

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

TriggerInstant

Delete folder

Tool to delete a folder by its ID. Use when you need to remove a specific folder after confirming its ID.

ActionInstant

New Form Response

Triggers when a respondent completes and submits the form.

TriggerInstant

Generate/Validate API Token Guidance

Tool to validate API token and provide guidance. Conveyor does not support API-based token creation; tokens must be created in the Conveyor UI. This action performs a real API call (using the provided metadata) to validate the existing API token and returns structured guidance.

ActionInstant

Get Authorization Request

Tool to fetch details of a specific authorization request. Use when you need to retrieve metadata by authorization_request_id.

ActionInstant

Get Authorization Requests

Tool to fetch authorization requests. Use when you need to list authorization requests, optionally filtered by status.

ActionInstant

Get all authorization requests

Tool to retrieve all authorization requests. Use when you need to list all authorizations; optionally filter by status. Use after authenticating with a valid API token.

ActionInstant

Get all Conveyor connections

Tool to retrieve all connections. Use when you need to fetch the complete list of your Conveyor connections. Use after authenticating with a valid API key.

ActionInstant

Get all Conveyor documents

Tool to retrieve all documents. Use after authenticating with a valid API key.

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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