Keep Conveyor request details in step with Agility CMS
Refresh existing request details when updated information arrives, with CMS context ready to consult.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update questionnaire request
Updates an existing questionnaire request.
Why this helps
When request source data changes, teams must remember to update Conveyor and locate the right supporting context.
- Start a request update from an HTTP request.
- Use CMS content to help interpret updated source details.
- Reduce manual navigation between the source content and Conveyor.
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 update the specified Conveyor questionnaire request using the incoming request identifier and supplied changes, checking Agility CMS for relevant supporting content.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real request update and verify the result in Conveyor.
Questions about this workflow
What can this action update?
It can update an existing questionnaire request's external ID, case IDs, raw data, or source system information.
Can the workflow identify which request to update by itself?
Supply the request identifier in the incoming request or instruction. Notis should report missing identifiers instead of guessing.
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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