Get a focused answer to a prospect's security question
Pass a specific question and product line to Notis, then review Conveyor's generated answer before responding.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Knowledge Base Questions
Retrieves questions stored in the knowledge base.
Why this helps
Finding an accurate security answer can interrupt prospect follow-up and force repeated context switching.
- Get an AI-generated response to a specific question.
- Keep the prospect question and answer together in a run report.
- Review the answer before sharing it externally.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to submit the provided question for the specified product line and return the generated answer for review.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real question and review the returned answer.
Questions about this workflow
Does this send the answer to the prospect?
No. It returns the generated answer for your review; sending a response is not part of this workflow.
What if the product line is not included?
Provide the product line with the question. The workflow should flag missing information rather than guess.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Conveyor. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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