Send Email activity

An activity that sends an email in Twilio SendGrid.

Configure the Send Email activity

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX Private Cloud or AgilePoint NX OnPremises v8.0 Software Update 2 or higher.

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
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?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Twilio SendGrid tab.
On the Twilio SendGrid tab, drag the Send Email activity onto your process.

General Configuration

Specifies the basic settings for the Send Email activity.

Good to Know

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

Fields

Field Name	Definition
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

Field Name

Definition

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:

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

Send Email Configuration

Specifies the information to send an email in Twilio SendGrid.

Fields

Field Name	Definition
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	Opens this Screen: Access Token for Twilio SendGrid Function of this Screen: Configure an access token to connect to Twilio SendGrid.
Subject	Function: Specifies the subject line for your email. 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
Body Content Type	Function: Specifies the format to use to send the email to the recipients from Twilio SendGrid. Accepted Values: Plain Text - Sends the email as plain text. HTML - Sends the email in HTML format. Default Value: Plain Text
Body	Function: Specifies the content of your email. To Open this Field: On the Send Email Configuration screen, select Plain Text. Accepted Values: More than one line of text in text-only format. Default Value: None Accepts Process Data Variables: Yes
Body	Function: Specifies the content of your email. To Open this Field: On the Send Email Configuration screen, select HTML. Accepted Values: More than one line of text in HTML format. Default Value: None Accepts Process Data Variables: Yes
From	Function: Specifies the email address of the verified sender to use to send the email. The email address specified in this field must be a verified sender in your Twilio SendGrid environment. Accepted Values: One line of text (a string) in email address format. Default Value: None Accepts Process Data Variables: Yes
To	Function: Specifies the recipients for your email. Accepted Values: A list of email addresses, separated by semicolons (;). Default Value: None Accepts Process Data Variables: Yes
Cc	Function: Specifies the recipients to carbon copy on your email. Accepted Values: A list of email addresses, separated by semicolons (;). Default Value: None Accepts Process Data Variables: Yes
Bcc	Function: Specifies the users to receive a blind carbon copy of your email. Accepted Values: A list of email addresses, separated by semicolons (;). Default Value: None Accepts Process Data Variables: Yes
Attach File From Document Repository	Function: Specifies whether to add a file as an attachment to the email from a data source. Accepted Values: Selected - Opens the Source Repository screen to configure a file attachment to the email. Deselected - Sends the email without an attachment. Default Value: Deselected

Source Repository

Specifies the original, or source, location type for your attachment files.

Fields

Field Name	Definition
Amazon S3	Function: Specifies that Amazon S3 is the source location for your files. To select your file in the source location, complete the fields on Send Email > Source Repository > Amazon S3.
Box	Function: Specifies that Box is the source location for your files. To select your file in the source location, complete the fields on Send Email > Source Repository > Box.
Dropbox	Function: Specifies that Dropbox is the source location for your files. To select your file in the source location, complete the fields on Send Email > Source Repository > Dropbox.
File System	Function: Specifies that the file system on the AgilePoint Server machine is the source location for your files. To select your file in the source location, complete the fields on Send Email > Source Repository > File System.
FTP	Function: Specifies that FTP is the source location for your files. To select your file in the source location, complete the fields on Send Email > Source Repository > FTP.
Google Drive	Function: Specifies that Google Drive is the source location for your files. To select your file in the source location, complete the fields on Send Email > Source Repository > Google Drive.
NetSuite	Function: Specifies that NetSuite is the source location for your files. To select your file in the source location, complete the fields on Send Email > Source Repository > NetSuite.
OneDrive	Function: Specifies that OneDrive is the source location for your files. To select your file in the source location, complete the fields on Send Email > Source Repository > OneDrive.
OneDrive for Business	Function: Specifies that OneDrive for Business is the source location for your files. To select your file in the source location, complete the fields on Send Email > Source Repository > OneDrive For Business.
Salesforce	Function: Specifies that Salesforce is the source location for your files. To select your file in the source location, complete the fields on Send Email > Source Repository > Salesforce.
SFTP	Function: Specifies that SFTP is the source location for your files. To select your file in the source location, complete the fields on Send Email > Source Repository > SFTP.
SharePoint	Function: Specifies that SharePoint is the source location for your files. To select your file in the source location, complete the fields on Send Email > Source Repository > SharePoint.