Add Or Update Contact activity

An activity that adds or changes a contact in Twilio SendGrid.

Configure the Add Or Update Contact activity

Prerequisites

AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud 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 Add Or Update Contact activity onto your process.

General Configuration

Specifies the basic settings for the Add Or Update Contact activity.

Good to Know

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

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts 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	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No

Field Name

Definition

Display Name

Description:

Specifies the activity name that shows in your process.

Allowed Values:

One line of text (a string).

Accepted:

Letters
Numbers
Spaces

Default Value:

None

Accepts 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

Description:: Specifies an optional text description for your activity.
Allowed Values:: More than one line of text.
Default Value:: None
Accepts Variables:: No

Add Or Update Contact Configuration

Specifies the information to add or change a contact in Twilio SendGrid.

Fields

Field Name	Definition
Twilio SendGrid	Description: Specifies the access token that connects to your Twilio SendGrid service. Allowed 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.
Add Contact To A New List / Add Contact To An Existing List / No Change To Contact List	Description: Specifies where to add or change a contact in Twilio SendGrid. Allowed Values: Add Contact To A New List - Creates a contact list to add or change a contact. Add Contact To An Existing List - Adds or changes a contact to a contact list that exists in Twilio SendGrid. No Change To Contact List - Adds or changes a contact to All Contacts with no changes to the contact lists that exist in Twilio SendGrid. Default Value: Add Contact To A New List Accepts Variables: No
Contact List Name	Description: Specifies the name of the contact list to create to add or change a contact. To Open this Field: On the Add Or Update Contact Configuration screen, select Add Contact To A New List. Allowed Values: One line of text (a string) that can have letters, numbers, spaces, and special characters. Default Value: None Accepts 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?
Contact List Name Or ID	Description: Specifies the name or ID of the contact list in which to add or change a contact. To Open this Field: On the Add Or Update Contact Configuration screen, select Add Contact To An Existing List. Allowed Values: A contact list name from the list. When you select the access token from the Twilio SendGrid field, this field shows the contact list names associated with the access token. An alphanumeric string that represents a contact list ID. The contact list ID comes from Twilio SendGrid. Default Value: None Accepts 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?
Request Mapping	Description: Maps information about the contact from the Twilio SendGrid data model to your process schema. Allowed Values: Click the Schema Mapping button to open the Schema Mapper screen. Use this screen to connect the request to the data model for your process. Default Value: None Example: Refer to: (Example) Schema Mapper