Keep questionnaire request context current
When important deal context changes, send it to Notis so the corresponding Conveyor request can be updated.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update questionnaire request
Updates an existing questionnaire request.
Why this helps
Outdated request context creates extra clarification work and can slow a security review.
- Refresh supported request details from supplied Agiled context.
- Reduce manual re-entry when deal information changes.
- Report when a request cannot be identified confidently.
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 update workflow.
- 3Tell Notis to identify the matching Conveyor questionnaire request and update supported request context from the webhook payload.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and confirm the report identifies the intended record.
Questions about this workflow
Which request fields can the listed action update?
The action supports external ID, case IDs, raw data, and source system information. The workflow needs enough context to identify the correct request.
Does this change the questionnaire answers?
The listed action updates questionnaire request context. It is not described as editing submitted answers.
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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