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Notis

Submit completed questionnaire packages to Conveyor

When an Agenty browser workflow has gathered a completed questionnaire package, send it to Conveyor for submission with the relevant portal or integration details.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Submit new questionnaire

Submits a security questionnaire or RFP for processing.

Why this helps

A completed questionnaire can stall at the handoff from browser research to the system that manages submission.

  • Create a clear handoff from browser workflows into Conveyor.
  • Reduce repeated entry for completed questionnaire packages.
  • Keep submission details together for the processing workflow.

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 submit the completed package Agenty provides, preserving its supplied files, portal links, and integration details.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real completed package and review Conveyor's submission result.

Questions about this workflow

Does this action answer the questionnaire automatically?

No. It submits a provided questionnaire package. Agenty or another process must supply the completed content and relevant submission details.

Can the automation use a portal link?

The Conveyor action supports questionnaire submissions with portal links, but the link must be provided in the supplied package.

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.

TriggerScheduled

Delete a Conveyor document

Deletes a document.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete folder

Permanently deletes a folder; this cannot be undone.

ActionInstant

Get all access groups

Retrieves all access groups for a program.

ActionInstant

Get Authorization Request

Retrieves details about an authorization request.

ActionInstant

Get authorizations

Retrieves Trust Center authorizations; a valid API token is required.

ActionInstant

Get Authorization Requests

Retrieves authorization requests.

ActionInstant

Get all Conveyor connections

Retrieves all connections.

ActionInstant

Get all Conveyor documents

Retrieves all documents from the trust center.

ActionInstant

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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