Connect Document360 and SendGrid to Build Intelligent Automations

Choose a Trigger

Document360

When this happens...

Choose an Action

SendGrid

Automatically do this!

Enable Integrations or automations with these events of Document360 and SendGrid

Enable Integrations or automations with these events of Document360 and SendGrid

Actions

Create a Document

Create a Document

Creates a new document

Update a Document

Update a Document

Updates the details of the document by it's id.

Create or Update Contact

Create or Update Contact

This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.

Add Recipient to SendGrid

Add Recipient to SendGrid

Add a Recipient to SendGrid List.

Add a Single Recipient to a List

Add a Single Recipient to a List

Adds an existing recipient to a specified SendGrid contact list.

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Frequently Asked Questions

How do I start an integration between Document360 and SendGrid?

To start, connect both your Document360 and SendGrid accounts to viaSocket. Once connected, you can set up a workflow where an event in Document360 triggers actions in SendGrid (or vice versa).

Can we customize how data from Document360 is recorded in SendGrid?

Absolutely. You can customize how Document360 data is recorded in SendGrid. This includes choosing which data fields go into which fields of SendGrid, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Document360 and SendGrid?

The data sync between Document360 and SendGrid typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Document360 to SendGrid?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Document360 and SendGrid?

Yes, you can set conditional logic to control the flow of data between Document360 and SendGrid. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Document360

About Document360

Document360 is a knowledge base software that helps to create, collaborate, and publish a self-service knowledge base for your products or services with ease.

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SendGrid

About SendGrid

SendGrid, a Twilio service, offers cloud-based solutions to facilitate email marketing campaigns, transactional emails, and direct email communication through API, SMTP Relay, and Marketing Campaigns interface.

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