Route campaign sourced RFP questionnaires into Conveyor
Keep a promising RFP moving by sending its supplied submission details to the team handling the questionnaire.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Submit new questionnaire
Submits a security questionnaire or RFP for processing.
Why this helps
RFP requirements arrive through scattered campaign conversations, and the team has to remember which file or portal needs attention.
- Create a submission when a campaign sourced RFP is ready.
- Keep the received submission details together in Conveyor.
- Give the team a clear next step for responding.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Conveyor once in Notis.
- 2Create the automation in Automations, New Automation, or describe it to Notis from any channel.
- 3Ask Notis in one instruction to create a Conveyor questionnaire submission when a webhook supplies an RFP or questionnaire and its submission details.
- 4Pick the webhook trigger and choose a report channel.
- 5Test with one real example containing the file, portal link, or other details needed for the submission.
Questions about this workflow
Does this automatically find RFPs in ActiveCampaign?
No. ActiveCampaign has no trigger events listed here. An external tool or backend must send a webhook when it identifies an RFP and provide the submission details.
What can the submission include?
The available Conveyor action supports questionnaire submissions with file uploads, portal links, or Salesforce integration. Use only the details available in your setup.
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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