Catch deals that still need a security questionnaire request
A scheduled review can turn eligible deal context into a Conveyor request and flag records that need more information first.
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
Security review intake is easy to miss when it depends on remembering which open deal needs a request.
- Find eligible intake work in a recurring review.
- Create requests when required details are present.
- Report deals that need a human to supply missing information.
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 the review.
- 3Tell Notis to review the relevant Agiled deals, create Conveyor questionnaire requests when required details are available, and report incomplete cases.
- 4Choose a recurring schedule and select a report channel.
- 5Test with one real deal and inspect the result.
Questions about this workflow
Does this run from an Agiled deal event?
No. Agiled has no listed trigger event in this package. The automation runs on a Notis schedule and retrieves relevant context.
What happens if request details are missing?
The instruction should have Notis report the missing inputs rather than create a request without the required submitter email and request identifiers or data.
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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