Start vendor reviews from a clear AgencyZoom handoff
Turn a ready handoff into a Conveyor review and keep the review context attached to the request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create new review
Creates a vendor review, optionally linked to external VM records.
Why this helps
Vendor reviews can be delayed when the person handling the handoff has to switch tools and rebuild context from scratch.
- Start a review from a concise handoff.
- Include external VM identifiers when supplied.
- Keep missing review context visible 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 review from the supplied handoff context and include external VM unique IDs only when provided.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real handoff example.
Questions about this workflow
Are external VM unique IDs required?
The Conveyor action supports optional references to external VM unique IDs. Include them when available; do not fabricate them.
Does AgencyZoom trigger this automatically?
No AgencyZoom trigger events are listed. This workflow starts from a Notis webhook request containing the handoff context.
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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