
When this happens...

Automatically do this!
Create List Entry
Create Note
Update Record
Update List Entry
Create Task
Delete List Entry
Create Record
List All Objects
List All Lists
List All Workspace Members
List All Notes
List All Tasks
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new task is created
Triggers when a record,such as company ,person or deal is Created.
Triggers when a record such as a person,company and deal is updated.
Triggers when a record such as person,company or deal is deleted.
Triggers when a record , such as a person , company or a deal is added to a list.
Triggers when an attribute on a list entry is updated.
Action is the task that follows automatically within your SendGrid integrations.
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 a Recipient to SendGrid List.
Adds an existing recipient to a specified SendGrid contact list.
Add a record to a specified list or set the values for the new list.
Creates a new note in given account.
Update values on a person , company or other record.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your SendGrid and Attio accounts to viaSocket. Once connected, you can set up a workflow where an event in SendGrid triggers actions in Attio (or vice versa).
Absolutely. You can customize how SendGrid data is recorded in Attio. This includes choosing which data fields go into which fields of Attio, setting up custom formats, and filtering out unwanted information.
The data sync between SendGrid and Attio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SendGrid and Attio. 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.
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.
Learn MoreAttio is a modern CRM platform designed to help businesses manage their customer relationships more effectively. It offers a range of features including contact management, collaboration tools, and data analytics to streamline communication and enhance customer engagement.
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