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.
fileobjectQuestionnaire file for analysis. Supported file types: PDF, DOC, DOCX, XLS, XLSX, TXT.
sourcestringName of integration system (e.g., 'salesforce', 'workato', 'api_test')
case_idsstringCase IDs created by Salesforce managed package trigger. Required unless passing external_id
raw_datastringJSON string containing data from your ticket for agent context. Required unless passing case_ids
external_idstringThe unique ID of the ticket from your external system. Required unless passing case_ids
submitter_emailRequiredstringThe email address of the person submitting the questionnaire request
submitter_external_idstringThe ID of the submitter in your external system. This can be used for tagging / @-mentioning
submitter_external_namestringThe name of the submitter. This can be used for tagging / @-mentioning
dataRequiredData from the action execution
errorstringError if any occurred during the execution of the action
successfulRequiredbooleanWhether or not the action execution was successful or not
API key connection. Risk level 2 of 5.
Free Action
No published Skills explicitly reference this Action yet.