Send security questionnaire intake from Agile CRM to Conveyor
Move a qualified security review from CRM intake into Conveyor without rebuilding the request by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create questionnaire request
Why this helps
Questionnaire requests can stall while someone copies contact details and intake data into a separate compliance workflow.
- Start questionnaire processing from a single intake signal.
- Reduce repeated copying between sales and compliance tools.
- Keep request creation tied to the incoming CRM context.
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 questionnaire intake.
- 3In one instruction, ask Notis to use the webhook payload to create a Conveyor questionnaire request when it includes submitter_email and either external_id with raw_data or case_ids.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real intake payload containing the required request details.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it. Agile CRM does not provide a listed trigger event for this workflow.
What must the incoming payload contain?
Conveyor requires a submitter email and either an external ID with raw questionnaire data, or Salesforce case IDs. Include those details in the webhook payload.
Does this send the completed questionnaire?
No. It creates a questionnaire request in Conveyor for processing.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Conveyor.