SendGrid actions let an agent handle email directly in a flow. An agent can send transactional email, add contacts, and list existing contacts, then pass the results to later steps.Documentation Index
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Supported actions
| Group | Actions |
|---|---|
| Send Email | |
| Contacts | Add Contact, List Contacts |
Prerequisites
Create a SendGrid credential
Create a SendGrid credential
Store a SendGrid API key as a SendGrid credential in Credential Management, then select it on every SendGrid action.
How to use these actions
- Map text inputs from earlier steps. Inputs such as To Email, Subject, and Plain Text Content accept a value mapped from a previous step.
- Fixed value inputs. The Page Size count and the List IDs set are entered as fixed values.
- Provide a body when sending. When sending an email you must provide a Plain Text Content body, an HTML Content body, or both. At least one is required.
- List results page with a token. To page through more contacts, pass the Page Token from the previous response into the next call.
Actions
SendGrid Send Email
Sends a transactional email.| Input | Required | Description |
|---|---|---|
| From Email | Yes | The sender address. |
| From Name | No | The sender display name. |
| To Email | Yes | The recipient address. |
| To Name | No | The recipient display name. |
| Subject | Yes | The email subject line. |
| Plain Text Content | Conditional | The plain text body. Provide this or HTML Content. |
| HTML Content | Conditional | The HTML body. Provide this or Plain Text Content. |
| Reply To Email | No | The reply to address. |
At least one of Plain Text Content or HTML Content is required.
Contacts
SendGrid Add Contact
Adds a contact to your SendGrid contacts.| Input | Required | Description |
|---|---|---|
| Yes | The contact’s email address. | |
| First Name | No | The contact’s first name. |
| Last Name | No | The contact’s last name. |
| City | No | The contact’s city. |
| State Province Region | No | The contact’s state, province, or region. |
| Country | No | The contact’s country. |
| Postal Code | No | The contact’s postal code. |
| List IDs | No | The list IDs to add the contact to. |
SendGrid List Contacts
Lists contacts.| Input | Required | Description |
|---|---|---|
| Page Token | No | Pagination token from a previous request. |
| Page Size | No | Number of contacts per page, from 1 to 1000. Defaults to 50. |
Example
An agent that emails a customer and records them as a contact:Send the email
A SendGrid Send Email action sets From Email to your sender address, maps To Email and Subject from earlier steps, and provides a Plain Text Content body composed by a model step.
Troubleshooting
At least one body is required
At least one body is required
Send Email needs a Plain Text Content body, an HTML Content body, or both. Provide at least one.
Authentication failed
Authentication failed
The API key is missing, expired, or revoked. Confirm the credential holds a valid SendGrid API key with permission for the action you are calling.
From address not verified
From address not verified
SendGrid only sends from verified senders. Confirm the From Email is a verified single sender or belongs to an authenticated domain in your SendGrid account.
Contact not added to a list
Contact not added to a list
The List IDs must reference existing lists in your account. Confirm the IDs and that the API key has Marketing permissions.