Clear eligible RFPs from your review backlog
A recurring check can find RFP work ready for submission and surface the cases that still need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Submit new questionnaire
Submits a security questionnaire or RFP for processing.
Why this helps
RFPs can sit in a backlog when no one has a clear moment to turn intake notes into a submission.
- Review eligible RFP context on a schedule.
- Submit supported questionnaire work to Conveyor.
- Identify backlog items that lack enough information to proceed.
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 backlog review.
- 3Tell Notis to review the supplied relevant Agiled RFP work, submit eligible questionnaire items to Conveyor, and report incomplete cases.
- 4Choose a recurring schedule and select where reports should go.
- 5Test with one real RFP and verify the submission report.
Questions about this workflow
What starts this workflow?
A Notis recurring schedule starts it. Agiled trigger events are not listed.
Will every RFP be submitted automatically?
Only when the supplied context and supported inputs are sufficient. The instruction should ask Notis to report incomplete cases for follow-up.
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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