IntegrationsSendGridSignRequest
SendGrid + SignRequest

Connect SendGrid and SignRequest to Build Intelligent Automations

Choose a Trigger

SendGrid

When this happens...

Choose an Action

SignRequest

Automatically do this!

Enable Integrations or automations with these events of SendGrid and SignRequest

Enable Integrations or automations with these events of SendGrid and SignRequest

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 SignRequest?

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

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

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

How often does the data sync between SendGrid and SignRequest?

The data sync between SendGrid and SignRequest 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 SignRequest?

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 SignRequest?

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

About SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.

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