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Notis

Create a Conveyor security review request from a campaign reply

Move a prospect's security review from the campaign conversation into Conveyor with the details they provided.

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 review requests can get buried in campaign replies, leaving founders to re-enter details and remember to follow up.

  • Capture review requests while the conversation is fresh.
  • Use the submitter email and case details supplied with the webhook.
  • Reduce manual re-entry between marketing and security review.

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and Conveyor once in Notis.
  • 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
  • 3In one instruction, ask Notis to create a Conveyor questionnaire request when an inbound webhook contains a qualified security review request and the required submitter and case details.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real example that includes the required Conveyor request details.

Questions about this workflow

Does ActiveCampaign provide the trigger for this workflow?

No. ActiveCampaign has no trigger event in this package. An external tool or backend must send an HTTP request to the Notis webhook when the relevant campaign reply is identified.

What information is needed to create a request?

Conveyor requires a submitter email and either an external ID with raw data or Salesforce case IDs. The webhook must supply the required details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Active campaign 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.

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

When this happens · Trigger

Do this · Action

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