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Connect SendGrid to Coherence.

Email delivery service for sending transactional and marketing emails. 3 actions can run inside a Coherence workflow.

A Coherence record changesSend Email
A Coherence workflow runsSend Dynamic Template

TRIGGERS AND ACTIONS

Everything SendGrid can do in a workflow.

Actions are the steps a workflow can run in SendGrid. Start the workflow from a Coherence record or another app.

Actions · 3Send EmailSend Dynamic TemplateCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with SendGrid.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Act in SendGrid from a Coherence workflowUse a change in Coherence to run a supported SendGrid action, so the next step follows the record instead of relying on someone to copy it.
Starts with · A Coherence record or workflow changesFinishes with · Send Email
or Send Dynamic Template
Connect SendGrid to the wider customer workflowCombine SendGrid with another integration and Coherence records to route important conversations into accountable work without copying context by hand.
Starts with · A Coherence workflow startsFinishes with · Send Email, then preserve the outcome in Coherence
or Send Dynamic Template

SET UP

How to connect SendGrid.

The exact authentication fields depend on SendGrid. The workflow structure stays straightforward.

1Connect the accountAuthorize the SendGrid account and permissions the workflow needs.
2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.
3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

RELATED

Apps for the same workflow.

Apps that share a category with SendGrid or provide a complementary trigger or action.

QUESTIONS

SendGrid integration questions.

What can I automate with the SendGrid integration?

SendGrid currently provides 3 actions a workflow can run. Use those building blocks to route important conversations into accountable work without copying context by hand.

How many SendGrid triggers and actions are available?

SendGrid currently lists 0 triggers and 3 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can SendGrid connect to other apps through Coherence?

Yes. A workflow can combine supported SendGrid triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect SendGrid?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect SendGrid?

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