Create vendor reviews from Agenty research
Have Agenty revisit your chosen vendor sources on a schedule, then create Conveyor reviews for newly identified vendors so follow-up has a clear home.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create new review
Creates a vendor review, optionally linked to external VM records.
Why this helps
Vendor research is easy to collect and easy to forget when findings stay buried in browser sessions or notes.
- Create a review when scheduled research identifies a vendor worth assessing.
- Keep vendor research connected to the compliance review workflow.
- Reduce the chance that findings wait for someone to re-open a research session.
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 review for each newly identified vendor, using only details returned by Agenty.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real vendor finding and confirm the created review is useful.
Questions about this workflow
Does the schedule itself browse vendor sites?
The schedule starts the Notis automation. In your instruction, specify the Agenty research workflow or result source to use.
Can the automation infer missing vendor details?
It should use details Agenty returned and avoid inventing missing information. Ask it to report incomplete findings for follow-up.
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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