Turn Agility CMS security content into a Conveyor questionnaire submission
Move relevant security content from your CMS into Conveyor when a questionnaire needs attention.
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
Reassembling security answers from CMS content for each questionnaire creates repetitive work and delays responses.
- Reduce manual copy and paste when preparing questionnaire submissions.
- Use current security content maintained in Agility CMS.
- Start the process from an HTTP request.
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 find relevant security content in Agility CMS and submit it as a new Conveyor questionnaire, supplying any required questionnaire files or portal details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real questionnaire example and review the Conveyor submission.
Questions about this workflow
What starts this workflow?
An HTTP request to its Notis webhook starts the workflow.
Does this workflow submit a questionnaire automatically?
Yes. It uses Conveyor's submit new questionnaire action. Provide the relevant questionnaire details and any required files or portal links in your instruction or incoming request.
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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