Connect SendGrid and planso to Build Intelligent Automations

Choose a Trigger

SendGrid

When this happens...

Choose an Action

planso

Automatically do this!

Enable Integrations or automations with these events of SendGrid and planso

Enable Integrations or automations with these events of SendGrid and planso

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 SendGrid and planso?

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

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

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

How often does the data sync between SendGrid and planso?

The data sync between SendGrid and planso 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 planso?

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 planso?

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

About planso

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

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