Aident Loadout के माध्यम से Conveyor Tools के साथ Conveyor Post Questionnaire का उपयोग करें। चलाने से पहले इनपुट, आउटपुट, सेटअप, मूल्य और जोखिम देखें।
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'
emailआवश्यकstringEmail 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
domainआवश्यकstringCustomer 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_formatआवश्यकstringSets questionnaire type - 'spreadsheet' for spreadsheet uploads, 'file' for direct file submission, or 'portal' for portal-based questionnaires
dataआवश्यकData from the action execution
errorstringError if any occurred during the execution of the action
successfulआवश्यकbooleanWhether or not the action execution was successful or not
API कुंजी कनेक्शन। जोखिम स्तर 2/5।
मुफ़्त Action
अभी कोई प्रकाशित Skills इस Action को स्पष्ट रूप से संदर्भित नहीं करती है।