Surface questionnaire follow-up from Agenty and Conveyor
Have Notis check the sources Agenty monitors and retrieve Conveyor questionnaire status on a schedule, then report the items that need your attention.
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 be split across external pages and Conveyor, making it hard to see what needs a next step.
- Bring external status checks and Conveyor questionnaire records into one scheduled review.
- Highlight incomplete or changed items for follow-up.
- Send a concise run report to a chosen channel.
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 compare Agenty's returned status details with Conveyor questionnaires and summarize items needing follow-up.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real questionnaire and confirm the report distinguishes known status from missing data.
Questions about this workflow
Can this update questionnaire status in Conveyor?
This workflow retrieves questionnaires and reports findings. The listed Conveyor action does not update questionnaire status.
What if Agenty cannot find an external status?
The report should mark it as unavailable or missing rather than infer a status.
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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