See questionnaire status with the right Agility CMS context
Get a recurring view of open Conveyor questionnaires with relevant security information close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get questionnaires
Retrieves questionnaires, optionally filtered by their details.
Why this helps
Questionnaire status and the latest security content live in separate tools, making follow-up easy to miss.
- Review questionnaire metadata on a predictable schedule.
- Bring related Agility CMS security content into the review.
- Surface missing context and follow-up needs in a run report.
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 retrieve Conveyor questionnaires, look up relevant Agility CMS security content, and summarize status, missing context, and follow-up needs.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real questionnaire and check the report for accuracy.
Questions about this workflow
Can this workflow update questionnaire status?
No. The selected Conveyor action retrieves questionnaires. Notis can summarize returned status and report follow-up needs, but this action does not update questionnaire records.
What does the scheduled report include?
It can summarize the questionnaire metadata Conveyor returns and connect it to relevant Agility CMS content that Notis can retrieve.
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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