Capture questionnaire requests in Conveyor from Agenty
When Agenty finds a questionnaire request, send the verified intake details to Conveyor so the request enters your review process without another round of manual copying.
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
Questionnaire requests found during research can get lost between a browser tab, an inbox, and the compliance queue.
- Turn extracted request details into a Conveyor intake.
- Reduce copying between browser research and compliance work.
- Keep the request tied to its submitter and source details.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to create a Conveyor questionnaire request from the verified details Agenty sends.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real request, including the submitter email and required request data.
Questions about this workflow
What starts this automation?
A Notis webhook starts it when Agenty or another calling process sends a request to the webhook.
What information does Conveyor require?
The request needs a submitter email and either an external ID with raw data or Salesforce case IDs.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Conveyor. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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