Start vendor reviews from campaign referrals
Turn a campaign referral into a review your team can pick up in Conveyor.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create new review
Creates a vendor review, optionally linked to external VM records.
Why this helps
A referred vendor can get lost between campaign notes and the separate process for reviewing vendors.
- Create a review when a referral actually requires assessment.
- Carry through vendor details supplied by the webhook.
- Keep review intake in the system used for vendor reviews.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Conveyor once in Notis.
- 2Create an automation in the portal or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to create a Conveyor review when a webhook contains a vendor referral that needs assessment.
- 4Choose the webhook trigger and the destination for run reports.
- 5Test with one real referral and include any external VM unique IDs that should be referenced.
Questions about this workflow
Will every campaign referral create a review?
The instruction can ask Notis to create one only when the webhook indicates a review is needed. The webhook must provide that signal and the vendor details.
Are external VM IDs required?
The action accepts optional external VM unique IDs. Include them when they are available and relevant.
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.
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.
Active campaign and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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