Connect invoice2go and SendGrid to Build Intelligent Automations

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invoice2go

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Choose an Action

SendGrid

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Enable Integrations or automations with these events of invoice2go and SendGrid

Enable Integrations or automations with these events of invoice2go and SendGrid

Actions

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 invoice2go and SendGrid?

To start, connect both your invoice2go and SendGrid accounts to viaSocket. Once connected, you can set up a workflow where an event in invoice2go triggers actions in SendGrid (or vice versa).

Can we customize how data from invoice2go is recorded in SendGrid?

Absolutely. You can customize how invoice2go 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 invoice2go and SendGrid?

The data sync between invoice2go 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 invoice2go 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 invoice2go and SendGrid?

Yes, you can set conditional logic to control the flow of data between invoice2go 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.

invoice2go

About invoice2go

Invoice2go is the all-in-one tool that helps you run your small business. Manage customer relationships, send invoices, accept payments, improve cash flow, create an online presence, and much more.

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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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