Create Contact List activity

An activity that creates a contact list in Twilio SendGrid.


Create Contact List activity

Configure the Create Contact List activity

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the Twilio SendGrid tab.

    Open Twilio SendGrid tab
  3. On the Twilio SendGrid tab, drag the Create Contact List activity onto your process.

    Drag Create Contact List activity

General Configuration

Specifies the basic settings for the Create Contact List activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Create Contact List Configuration

Specifies the information to create a contact list in Twilio SendGrid.

Figure: Create Contact List Configuration screen

Create Contact List Configuration screen

Fields

Field NameDefinition

Twilio SendGrid

Function:
Specifies the access token that connects to your Twilio SendGrid service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Twilio SendGrid
Function of this Screen:
Configure an access token to connect to Twilio SendGrid.

Contact List Name

Function:
Specifies the name of the contact list to create in Twilio SendGrid.
Accepted Values:
One line of text (a string) that can have letters, numbers, spaces, and special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Store Contact List ID In This Variable

Function:
Specifies the process data variable to store the ID of the contact list.

The contact list ID comes from Twilio SendGrid.

Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces or special characters. Hyphens (-) are accepted.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?