Connect SendGrid and Signable to Build Intelligent Automations

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SendGrid

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Signable

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Send Envelope

Send Envelope

Triggers when a envelope is send.

Add Contact

Add Contact

Triggers when a new contact is add.

Cancel Envelope

Cancel Envelope

Triggers when an envelope is canceled

Envelope Opened

Envelope Opened

Triggers when an envelope is open.

Envelope Signed

Envelope Signed

Triggers when an envelope is signed.

Envelope Reject

Envelope Reject

Triggers when envelope is rejected

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.

Send an Envelope using a Template

Send an Envelope using a Template

Send an Envelope using a Template.

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Frequently Asked Questions

How do I start an integration between SendGrid and Signable?

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

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

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

How often does the data sync between SendGrid and Signable?

The data sync between SendGrid and Signable 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 Signable?

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 Signable?

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

About Signable

Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.

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