Turn qualified AgencyZoom leads into Conveyor questionnaire requests
Move a security review forward while the prospect is still engaged. Notis can prepare a Conveyor request from the AgencyZoom details you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create questionnaire request
Why this helps
Re-entering prospect details into a separate security review process creates delays and leaves important requests easy to miss.
- Reduce manual re-entry between sales and security review.
- Start a review while the lead is active.
- Surface missing submission details for follow-up.
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: create a Conveyor questionnaire request for a qualified lead using available submitter and case details, and report missing required information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead example.
Questions about this workflow
Does AgencyZoom provide a built-in trigger for this workflow?
No AgencyZoom trigger events are listed here. Start this automation with a Notis webhook and send it the lead context you want considered.
What does Conveyor require to create a questionnaire request?
The request requires a submitter email and either an external ID with raw data or Salesforce case IDs. Notis should report which required details are missing rather than invent them.
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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