Refresh questionnaire request context from Agenty
When Agenty finds updated source details, use a webhook to add the verified context to the matching Conveyor questionnaire request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update questionnaire request
Updates an existing questionnaire request.
Why this helps
Request context changes over time, and manually tracking those changes across systems creates extra follow-up.
- Keep request context current when source details change.
- Use an existing request identifier to update the right Conveyor record.
- Make the update traceable through the Notis run report.
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 update the matching Conveyor questionnaire request with verified new external ID, case ID, raw data, or source system information.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real existing request and confirm the matching record was updated.
Questions about this workflow
What can this action update?
It can update an existing questionnaire request's external ID, case IDs, raw data, or source system information.
How does Notis know which request to update?
Provide a reliable matching identifier in the Agenty result or instruction. Do not update a request when the match is ambiguous.
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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