See which security questionnaires need attention
Get a focused review of Conveyor questionnaire progress alongside the AgencyZoom pipeline details you provide, without chasing status across tools.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get questionnaires
Retrieves questionnaires, optionally filtered by their details.
Why this helps
Questionnaire progress can slip out of view when sales follow-up and security review happen in separate systems.
- Bring questionnaire status into a recurring review.
- Highlight incomplete work that may need follow-up.
- Keep the report grounded in the AgencyZoom context you supply.
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: retrieve Conveyor questionnaires, summarize status against the supplied AgencyZoom pipeline context, and call out missing context or apparent follow-ups.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports should go, then test with one real example.
Questions about this workflow
Can this workflow read AgencyZoom records automatically?
AgencyZoom has no trigger events listed for this package. Provide the relevant pipeline context through the Notis prompt or its configured input; the Conveyor action retrieves questionnaire data.
Will Notis decide which questionnaires are overdue?
It can summarize statuses and dates returned by Conveyor. A promised deadline or overdue rule must come from data supplied by you if it is not present in the returned questionnaire information.
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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