E-mail is electronic mail. AgilePoint NX provides a number of e-mail integrations.
Integrations and Connectors
AgilePoint NX integrates in these ways with e-mail:
- Activities in Process Builder
- Reminders and notifications
- Event Service
- Launch apps with e-mail (AgileConnector)
Activities in Process Builder
An activity is a functional unit, or task, in a process-based app. Activities that integrate with a third-party system provide access to the API functionality for that system in a simple, point-and-click, form-entry format. This means that you can easily leverage APIs without writing code.
The following activities are available.
For more information, refer to E-mail activity in Process Builder:
Reminders and Notifications
You can use e-mail to send reminders and other types of notifications.
For more information, refer to E-mail Notifications screen.
Message-based approvals let you route a process based on yes/no logic with typed keywords. This provides a simple alternative to submitting a form. You can use message-based approvalswith e-mail.
For more information, refer to Create an E-mail Template for an Approval with a Visual Editor.
Automated Actions Based on E-mails
AgilePoint NX apps can take automated actions based on e-mails sent to a monitored e-mail inbox. For example, A process-based app can start based on an e-mail from a specified e-mail address or an e-mail with a specified subject line, or an e-mail can be used to complete an eForm. These actions use the e-mail event service.
For more information, refer to Add New Event Service Screen > Incoming Email Screen.
AgileConnectors are available for this integration.
For more information, refer to Administration for Out-of-the-Box AgileConnectors.
- E-mail activity
- Configure General Options for the E-mail Activity
- Configure E-mail Notifications for Any Activity
- Create or Change an E-mail Template in the App Builder
- Create an E-mail Template for an Approval with a Visual Editor
- Create an E-mail Template for an Approval with Plain Text
- Create an Approval E-mail Template
- Resend an E-mail Notification
- Global E-mail Templates
- (Example) Create an E-mail Template to Notify the Requester if the Leave Hours are Not Available
- (Example) Configure an E-mail activity to Notify the Requester If the Leave Hours are Not Available
- (Example) Configure an E-mail Activity to Notify the Requester for the Leave Approval in the Absence Request Process
- (Example) Configure an E-mail Activity to Notify the Requester for the Leave Rejection in the Absence Request Process
- (Example) Link to a File from an E-mail
- (Example) Show a Subform in an E-mail Notification
- (Example) Create Zoom Meeting
- 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.
Video: Create an E-mail Notification for a Task
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