Usa Conveyor Post Questionnaire con Conveyor Tools mediante Aident Loadout. Revisa sus entradas, salidas, configuración, precio y riesgo antes de ejecutarla.
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.
fileobjectThe questionnaire file to upload. Use when original_format is 'file' or 'spreadsheet'
emailObligatoriostringEmail address of the person creating the questionnaire
notesstringAccess instructions for portal-based questionnaires. Useful when original_format is 'portal'
crm_idstringUnique CRM record identifier to associate with this questionnaire
domainObligatoriostringCustomer domain that submitted the questionnaire (e.g., 'google.com', 'example.com')
due_atstringDue date in YYYY-MM-DD format (e.g., '2026-03-15'). Defaults to three business days from creation if not specified
filenamestringFilename - required when using content_version_id
crm_amountnumberMonetary value associated with the CRM record (e.g., deal amount)
portal_urlstringURL for portal-based questionnaires. Required when original_format is 'portal'
content_typestringMIME type of the file - required when using content_version_id (e.g., 'application/pdf', 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet')
customer_namestringCRM record name to link with this questionnaire
original_formatObligatoriostringSets questionnaire type - 'spreadsheet' for spreadsheet uploads, 'file' for direct file submission, or 'portal' for portal-based questionnaires
dataObligatorioData from the action execution
errorstringError if any occurred during the execution of the action
successfulObligatoriobooleanWhether or not the action execution was successful or not
Conexión con clave de API. Nivel de riesgo 2 de 5.
Action gratuita
Aún no hay Skills publicadas que hagan referencia explícita a esta Action.