Keep vendor reviews moving from Agile CRM into Conveyor
Turn a routine CRM review into a clear next step in your vendor review process.
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 records can look complete in CRM while the corresponding security review has not yet been started.
- Surface vendors that meet your review criteria on a recurring schedule.
- Create Conveyor reviews from CRM context without a separate manual handoff.
- Use explicit criteria to avoid starting reviews for every vendor.
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 scheduled vendor reviews.
- 3In one instruction, ask Notis to inspect Agile CRM vendor records matching your criteria and create a Conveyor review for each eligible vendor, using only available vendor details and supplied external VM unique IDs.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real vendor record and confirm the review details in Conveyor.
Questions about this workflow
How does the automation decide which vendors need review?
State the criteria in your instruction. The workflow can use information available in the Agile CRM records; it cannot infer a review history or baseline that those records do not contain.
Are external VM unique IDs required?
The Conveyor action supports optional references to external VM unique IDs. Include them in CRM data or your instruction if you want them attached.
Does Agile CRM trigger this directly?
No listed Agile CRM trigger events are available here. The recurring Notis schedule starts the workflow.
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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