Move qualified RFP work from Agile CRM into Conveyor
Start the compliance workflow when an opportunity is ready and its questionnaire intake is complete.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create questionnaire request
Why this helps
RFP work is easy to overlook when qualification status and questionnaire intake live in separate places.
- Check CRM opportunities against the qualification criteria you specify.
- Create requests only when Conveyor's required intake details are available.
- Catch incomplete intake before it becomes a failed handoff.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Conveyor once in the Notis portal.
- 2Create an automation in Notis and name it for qualified RFP intake.
- 3In one instruction, ask Notis to inspect eligible Agile CRM opportunities and create a Conveyor questionnaire request only when submitter_email and either external_id with raw_data or case_ids are available.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one complete opportunity and one record missing required intake details.
Questions about this workflow
What opportunity data qualifies for a request?
You define the qualification criteria in the instruction. Conveyor also requires a submitter email and either an external ID with raw data or case IDs.
Will the workflow create a partial request when details are missing?
The instruction should tell Notis to report incomplete intake instead of creating a request. Conveyor's required inputs must be present.
What starts the workflow?
A recurring Notis schedule starts it. Agile CRM trigger events are not available in this context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Conveyor. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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