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AppsConveyor ToolsConveyor Post Questionnaire Request
Conveyor Tools

Conveyor Post Questionnaire Request

Tool to create a new questionnaire request in Conveyor. Use when you need to submit a security questionnaire or compliance request for processing. Requires submitter_email and either external_id with raw_data OR case_ids from Salesforce.

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

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Inputs

  • fileobject
    Questionnaire file for analysis. Supported file types: PDF, DOC, DOCX, XLS, XLSX, TXT.
  • sourcestring
    Name of integration system (e.g., 'salesforce', 'workato', 'api_test')
  • case_idsstring
    Case IDs created by Salesforce managed package trigger. Required unless passing external_id
  • raw_datastring
    JSON string containing data from your ticket for agent context. Required unless passing case_ids
  • external_idstring
    The unique ID of the ticket from your external system. Required unless passing case_ids
  • submitter_emailstring
    Required
    The email address of the person submitting the questionnaire request
  • submitter_external_idstring
    The ID of the submitter in your external system. This can be used for tagging / @-mentioning
  • submitter_external_namestring
    The name of the submitter. This can be used for tagging / @-mentioning

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

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