Move RFPs from ActiveTrail follow-up into Conveyor
Give incoming RFPs a clear next step by submitting them to Conveyor when your webhook receives the needed materials.
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 files and portal links can arrive during campaign follow-up and require a separate manual handoff.
- Create a consistent handoff for incoming RFPs
- Reduce repeated context switching between email and compliance work
- Use Conveyor's submission flow for portal links or supported uploads
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to submit a new Conveyor questionnaire when the webhook payload contains an RFP or questionnaire and the required submission details.
- 4Pick the webhook trigger and select a report channel.
- 5Test with one real RFP example and review the created submission in Conveyor.
Questions about this workflow
Can this submit every campaign reply?
Set the instruction to act only when the incoming data contains a real RFP or questionnaire and the details required by Conveyor.
Can it use portal links?
The Conveyor action supports submission with portal links, file uploads, or Salesforce integration. Provide the relevant information through your webhook context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Conveyor. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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