Connect SendGrid and outline to Build Intelligent Automations

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SendGrid

When this happens...

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outline

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document Published

New Document Published

Triggers when a new document is published.

Collection Created

Collection Created

Triggers when a new collection is created in outline account.

Document Created

Document Created

Triggers when a new document is created in outline account.

Group Created

Group Created

Triggers when a new group is created in outline.

Stars Created

Stars Created

Triggers when a document or collection is starred.

Comments Created

Comments Created

Triggers when a new comment is added to a document .

Request a new Trigger for SendGrid

Do thisActions

Action is the task that follows automatically within your SendGrid integrations.

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.

Create Document

Create Document

Creates a document in outline.

Create an Attachment

Create an Attachment

Creates an attachment record and upload URL.

Delete an Attachment

Delete an Attachment

Removes an attachment by ID.

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Frequently Asked Questions

How do I start an integration between SendGrid and outline?

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

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

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

How often does the data sync between SendGrid and outline?

The data sync between SendGrid and outline 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 SendGrid to outline?

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 SendGrid and outline?

Yes, you can set conditional logic to control the flow of data between SendGrid and outline. 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

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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outline

About outline

Outline is a fast, open‑source team knowledge base and wiki for organizing internal documentation, product specs, support answers, meeting notes, and onboarding. It features a blazing‑fast Markdown editor with slash commands, real‑time collaboration with comments and threads, powerful search with optional AI answers, and 20+ integrations including Slack, Figma, and Loom. Teams can manage permissions, guest access, and public sharing, and customize branding with custom domains; it’s available both as a hosted cloud service and a self‑hosted deployment. Designed for speed, simplicity, and transparency, Outline serves as a shared long‑term memory for modern teams.

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