Send Agiled RFP context to Conveyor for submission
Keep RFP intake close to the deal work. Notis can pass supplied Agiled context into a new Conveyor questionnaire submission.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Submit new questionnaire
Submits a security questionnaire or RFP for processing.
Why this helps
RFP requests can get buried in deal follow-up when the security submission lives in a separate workflow.
- Create a Conveyor submission from deal context supplied to Notis.
- Keep RFP intake connected to the customer conversation.
- Surface missing submission details in the run report.
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 give it a clear name.
- 3In one instruction, tell Notis to submit a new Conveyor questionnaire using the supplied Agiled RFP context and report missing inputs.
- 4Choose the webhook trigger and select a report channel.
- 5Test with one real RFP example and check the run report.
Questions about this workflow
Will this trigger automatically when an Agiled deal changes?
No. Agiled trigger events are not provided here. The workflow starts when a webhook request supplies relevant deal or RFP context.
What can the Conveyor submission contain?
The listed action can create a questionnaire submission with supported inputs such as file uploads, portal links, or Salesforce integration. Provide the applicable details 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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