Aident Loadout を通じて Conveyor Tools の Conveyor Post Questionnaire を使用します。実行前に入力、出力、設定、料金、リスクを確認できます。
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'
email必須stringEmail 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
domain必須stringCustomer 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_format必須stringSets questionnaire type - 'spreadsheet' for spreadsheet uploads, 'file' for direct file submission, or 'portal' for portal-based questionnaires
data必須Data from the action execution
errorstringError if any occurred during the execution of the action
successful必須booleanWhether or not the action execution was successful or not
API キー接続。リスクレベル 2/5。
無料 Action
この Action を明示的に参照する公開 Skills はまだありません。