Keep security conversations connected to customer follow-up
Bring interaction history into a regular review so security questions do not disappear between systems.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get all interactions
Retrieves interactions across documents and Q&A sessions.
Why this helps
Security conversations can be easy to lose in the gap between customer work and document review.
- Retrieve document and Q&A interactions for review.
- Use account context to focus follow-up work.
- Surface unresolved-looking items for human review when the data supports it.
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 interaction review.
- 3Tell Notis to retrieve Conveyor interactions and review them alongside relevant Agiled context, reporting potential follow-up without assuming unresolved status when it is unavailable.
- 4Choose a recurring schedule and select where reports should go.
- 5Test with one real account and check the report.
Questions about this workflow
Does this answer questions or change interaction status?
No. This action retrieves interactions. Use it to review context and identify possible follow-up.
Can it determine what is unresolved?
Only when the interaction data indicates that. If status or history is missing, the workflow should say so rather than infer resolution.
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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