Connect SendGrid and documents to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for SendGrid
Choose an Action
Automatically do this!
- Request a new Action for documents
Enable Integrations or automations with these events of SendGrid and documents
Enable Integrations or automations with these events of SendGrid and documents
Actions
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 a Recipient to SendGrid List.
Add a Single Recipient to a List
Adds an existing recipient to a specified SendGrid contact list.
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- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your SendGrid and documents accounts to viaSocket. Once connected, you can set up a workflow where an event in SendGrid triggers actions in documents (or vice versa).
Absolutely. You can customize how SendGrid data is recorded in documents. This includes choosing which data fields go into which fields of documents, setting up custom formats, and filtering out unwanted information.
The data sync between SendGrid and documents 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 documents. 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.
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.
Learn MoreAbout documents
The otris solution platform (Documents) is an ECM platform for managing documents and business processes.
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