Start Conveyor questionnaire requests from Agiled deal context
A deal reaches the security review stage. Send the relevant Agiled context to Notis and let it prepare a Conveyor request.
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
Creating each questionnaire request by hand adds another step between a promising deal and a completed security review.
- Reduce repeated intake work when a deal needs a security review.
- Carry relevant deal context into the Conveyor request.
- Get a run report so incomplete request details are easier to spot.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the supplied Agiled deal context to create a Conveyor questionnaire request, identifying any required details that are missing.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real deal example and review the report.
Questions about this workflow
Does Agiled provide a trigger event for this automation?
No Agiled trigger event is listed. A Notis webhook starts this workflow when an HTTP request is sent with the relevant Agiled context.
What does Conveyor need to create a questionnaire request?
The listed action requires a submitter email and either an external ID with raw data or Salesforce case IDs. Supply the needed information in the request context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Conveyor. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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