Submit client security questionnaires without duplicating the handoff
Give Notis the AgencyZoom context and the questionnaire materials, then have it start the Conveyor submission and report what still needs attention.
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
A sales handoff can stall when questionnaire materials and client context have to be gathered and re-entered manually.
- Reduce repeated entry during client handoff.
- Bring supplied questionnaire materials into one submission step.
- Make missing materials visible early.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the outcome: submit the provided client questionnaire to Conveyor using the supplied files, portal links, or supported integration details, and report anything incomplete.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real questionnaire example.
Questions about this workflow
Can the action create a questionnaire request instead of submitting a questionnaire?
This workflow uses the Conveyor submit new questionnaire action. Use the separate questionnaire request action when the goal is to create a request for Conveyor processing.
Can it submit files from AgencyZoom automatically?
The available description supports submissions with file uploads, portal links, or Salesforce integration. AgencyZoom file access is not specified, so provide or connect the materials through a supported input.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Conveyor. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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