
When this happens...

Automatically do this!
Create a Contact
List Contacts
Create a Company
Find a Company
Find a Contact
Update a Company
Update a Contact
List Companies
List Projects
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new company is created.
Action is the task that follows automatically within your SendGrid integrations.
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 a Recipient to SendGrid List.
Adds an existing recipient to a specified SendGrid contact list.
Creates a New Contact.
Get all Existing Contacts.
Creates a New Company.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your SendGrid and SuiteDash accounts to viaSocket. Once connected, you can set up a workflow where an event in SendGrid triggers actions in SuiteDash (or vice versa).
Absolutely. You can customize how SendGrid data is recorded in SuiteDash. This includes choosing which data fields go into which fields of SuiteDash, setting up custom formats, and filtering out unwanted information.
The data sync between SendGrid and SuiteDash 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 SuiteDash. 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, 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 MoreSuiteDash is an all-in-one business software platform designed to streamline and automate various business processes, including CRM, project management, invoicing, and client portals. It is tailored to help businesses enhance their productivity and improve client interactions by providing a comprehensive suite of tools in a single platform.
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