Connect Helpwise and SendGrid to Build Intelligent Automations

Choose a Trigger

Helpwise

When this happens...

Choose an Action

SendGrid

Automatically do this!

Enable Integrations or automations with these events of Helpwise and SendGrid

Enable Integrations or automations with these events of Helpwise and SendGrid

Actions

Assign Conversation

Assign Conversation

Assign Conversation to User

Add Note

Add Note

Adds a Note in the Conversation

Create Contact

Create Contact

Create your contact in Helpwise from your favorite app.

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 Helpwise and SendGrid?

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

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

Absolutely. You can customize how Helpwise 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 Helpwise and SendGrid?

The data sync between Helpwise 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 Helpwise 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 Helpwise and SendGrid?

Yes, you can set conditional logic to control the flow of data between Helpwise 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.

Helpwise

About Helpwise

Helpwise is a collaborative shared inbox platform designed to streamline team communication and enhance customer support. It allows teams to manage emails, SMS, WhatsApp, and other communication channels from a single interface, improving efficiency and response times.

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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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