Aident Loadout を通じて Conveyor Tools の Conveyor Post Questionnaire Request 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 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_email必須stringThe 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
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。