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Conveyor Tools

Conveyor Post Questionnaire

Tool to submit a new questionnaire to Conveyor. Use when you need to create a security questionnaire or RFP submission with file uploads, portal links, or Salesforce integration.

Write actionRisk level 2 of 5API key connection
Use Conveyor Post Questionnaire

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Pricing
Free
Unified payment
Not currently supported

Inputs

  • fileobject
    The questionnaire file to upload. Use when original_format is 'file' or 'spreadsheet'
  • emailstring
    Required
    Email address of the person creating the questionnaire
  • notesstring
    Access instructions for portal-based questionnaires. Useful when original_format is 'portal'
  • crm_idstring
    Unique CRM record identifier to associate with this questionnaire
  • domainstring
    Required
    Customer domain that submitted the questionnaire (e.g., 'google.com', 'example.com')
  • due_atstring
    Due date in YYYY-MM-DD format (e.g., '2026-03-15'). Defaults to three business days from creation if not specified
  • filenamestring
    Filename - required when using content_version_id
  • crm_amountnumber
    Monetary value associated with the CRM record (e.g., deal amount)
  • portal_urlstring
    URL for portal-based questionnaires. Required when original_format is 'portal'
  • content_typestring
    MIME type of the file - required when using content_version_id (e.g., 'application/pdf', 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet')
  • customer_namestring
    CRM record name to link with this questionnaire
  • original_formatstring
    Required
    Sets questionnaire type - 'spreadsheet' for spreadsheet uploads, 'file' for direct file submission, or 'portal' for portal-based questionnaires

Observable output

  • data
    Required
    Data from the action execution
  • errorstring
    Error if any occurred during the execution of the action
  • successfulboolean
    Required
    Whether or not the action execution was successful or not

Skills that use this Action

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