SendX Connector Setup Guide | Server-Side Connectors

Connector Actions

Go to the Connector Marketplace and add a new connector. Read the Connector Overview article for general instructions on how to add a connector.

After adding the connector, configure the following settings:

Click Next or go to the Actions tab. This is where you configure connector actions.

This section describes how to set up parameters and options for each action.

Parameter	Description
Team ID	Your Team ID can be found on your SendX settings page.
Email	In case email of an already existing contact needs to be updated, then specify current email under Email property and updated email under New Email property. For more information, see: SendX documentation.
First Name	First name of the visitor.
Last Name	Last name of the visitor.
New Email	In case email of an already existing contact needs to be updated, then specify current email under Email property and updated email under New Email property.
Company	Company of the visitor.
Birthday	Birthday of the visitor. Format: `YYYY-MM-DD`.
Custom Fields	If a custom field doesn’t exist, then it is created and associated with the contact along with the corresponding value. If the custom field already exists, then the value is updated.
Tags	If a tag doesn’t already exist, this call will create it. Note that you can only send one tag with this API call, but a visitor can have multiple tags associated with them. To add additional tags or remove tags, use the Add Tag to Visitor or Remove Tag from Visitor action.

Parameter	Description
Team ID	Your Team ID can be found on your SendX settings page.
Email	Email of the visitor.
Tag	Tag to be added to visitor profile.

Parameter	Description
Team ID	Your Team ID can be found in your SendX settings page.
Email	Email of the visitor.
Tag	Tag to be removed.