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| This application needs additional settings. Please follow the documentation below to create your own connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…).. |
The SendX modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. allow you to watch, create, update, list, retrieve, and delete the contacts, and tags in your SendX account.
Prerequisites
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A SendX account
In order to use SendX with Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., it is necessary to have a SendX account. If you do not have one, you can create a SendX account at app.sendx.io/register.
![[Note]](https://docs.boost.space/wp-content/themes/bsdocs/docs-parser/HTML/css/image/note.png) |
Note |
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The modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. dialog fields that are displayed in bold (in the Boost.space Integrator scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., not in this documentation article) are mandatory! |
To connect your SendX account to Boost.space Integrator you need to obtain the API Key from your SendX account and insert it in the Create a connection dialog in the Boost.space Integrator module.
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Log in to your SendX account.
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Click Your Account Name > Settings.
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Copy the Team ID and API Key to a safe place.
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Go to Boost.space Integrator and open the SendX module’s Create a connection dialog.
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In the Connection name field, enter a name for the connection.
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In the Team ID and API Key fields, enter the team ID and API key details copied in step 3, and click Continue.
The connection has been established.
Creates or updates a contact.
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Connection |
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Enter the contact’s email address which you want to create or update. |
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New Email |
Enter the new email address if you are updating the details of an existing contact. |
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First Name |
Enter the contact’s first name. |
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Last Name |
Enter the contact’s last name. |
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Birthday |
Enter the contact’s date of birth. |
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Company |
Enter the contact’s company name. |
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Tags |
Enter the contact’s tags. |
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Custom FieldsA feature in Boost.space that allows administrators to define and manage additional data fields within each module, tailoring the system to specific organizational needs. |
Add the custom fieldA feature in Boost.space that allows administrators to define and manage additional data fields within each module, tailoring the system to specific organizational needs. key and its value. |
Adds a tag to a contact.
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Connection |
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Enter the contact’s email address for whom you want to add. |
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Tag |
Enter the tag name which you want to add to the contact. |
Removes a tag from a contact.
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Connection |
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Enter the contact’s email address whose tag you want to remove. |
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Tag |
Enter the tag name which you want to remove. |
TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. when the entity to which you attached the webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. is executed.
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Webhook Name |
Enter a name for the webhook. |
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Connection |
See the Setting Up the SendX Webhooks to add the webhook in your SendX account.
Performs an arbitrary authorized API call.
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Connection |
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URL |
Enter a path relative to
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Method |
Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry. |
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Headers |
Enter the desired request headers. You don’t have to add authorization headers; we already did that for you. |
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Query String |
Enter the request query string. |
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Body |
Enter the body content for your API call. |
The following API call identifies and returns the details of the specified contact from your SendX account:
URL:
/v1/contact/identify
Method:
POST
Body:
{ "email":
"<email_address_of_the_contact>"
}
Matches of the search can be found in the module’s Output under BundleA bundle is a chunk of data and the basic unit for use with modules. A bundle consists of items, similar to how a bag may contain separate, individual items. > Body > data.
In our example, the specified contacts details were returned:
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Open the Universal TriggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. module, establish a connection, click Save and copy the URL address to your clipboard. Click OK and save the trigger.
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Log in to your SendX account. Click Automation > Create New Automation.
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In the Trigger section, select the option, and its value for which you want to receive the trigger.
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In the Action section, select Call Webhook, and add the URL address copied in step 1. Click Submit Automation.
You have successfully added the webhook to the SendX account.
Go to Boost.space Integrator and run the trigger. You will receive alerts for added triggers. For example, here you receive the triggers when a userCan use the system on a limited basis based on the rights assigned by the admin. subscribes to the Support list.