Create Conveyor questionnaire requests with Agility CMS at hand
Start a structured request in Conveyor without switching back and forth to gather security context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create questionnaire request
Why this helps
A request can stall when someone must gather submitter details and security context before entering it into Conveyor.
- Create a request when an HTTP request arrives.
- Use CMS material to provide supporting security context.
- Keep request intake and its run report in one Notis workflow.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Conveyor once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Conveyor questionnaire request using the incoming submitter details and required external ID with raw data, or Salesforce case IDs, and consult Agility CMS for relevant context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request and confirm the required Conveyor inputs are present.
Questions about this workflow
What information is required to create a request?
Conveyor requires a submitter email and either an external ID with raw data or Salesforce case IDs. Provide those in the incoming request or your instruction.
Will the workflow invent missing request details?
No. Notis can use available Agility CMS content for context, but required submitter and request details must be supplied. Missing values should be reported for follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Conveyor. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Conveyor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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