SendGrid Integration Guide

This article explains how to connect the SendGrid integration and how to include it as a step in your workflow for automated email delivery and communication.

With SendGrid connected, you can use it to:

• Send transactional or marketing emails automatically using a Sendgrid dynamic template when key actions happen (like a form submission or document approval).

• Trigger personalized email messages to specific recipients based on workflow logic.

Whether you’re confirming an order, sending a welcome message, or delivering critical updates, SendGrid ensures your automated processes communicate reliably and at scale.

Section 1: Connect the SendGrid Integration

Go to the Integrations Tab & Click New Connection

Navigate to the Integrations tab from the left-hand menu of your dashboard and click New Connection to view the list of available integrations.

Use the search bar or browse manually to find SendGrid.

💡 Tip: Use the category filters to narrow your search by “Email” or “Marketing” tools.

Name Your Connection

Give your SendGrid integration a clear and recognizable name and description, then click Next.

Example:

• “SendGrid – Marketing Campaigns”

📌 Note: This helps teams quickly identify where and how the connection will be used.

Authenticate the Integration

You’ll be prompted to enter your SendGrid API Key.

• Retrieve this key from your SendGrid account under Settings → API Keys.

• Paste it into the authentication field & click Next.

📌 Note: This grants the system permission to send emails on your behalf via the SendGrid API.

Complete Setup

Once authenticated, click Finish. Your SendGrid connection will now appear on the Integrations homepage, showing an Active connection status.

💡 Tip: You can edit the connection name or description later by clicking the ⋮ (three dots) and selecting Edit Details.

Section 2: Add SendGrid as a Step in Your Workflow

Open Your Workflow

Open or create a workflow where you’d like to send emails through SendGrid. Click the plus (+) button to add a new step, and select SendGrid from the integration options.

Name and Configure the Step

• Give the step a descriptive name.

• Click to open the configuration panel.

💡 Tip: Use clear labels like “Send Order Confirmation” or “Deliver Receipt.” If no name is added, a default name will be provided.

Select Your SendGrid Connection

Choose the SendGrid integration you previously connected from the dropdown list.

Choose the Action Type

Select your SendGrid action type. Currently supported options include:

• Send simple Email

• Send Dynamic Email template 

Configure Email Settings for simple Email

After selecting the action type, complete the following:

• Recipient Email – Enter a static email address or use a dynamic variable from earlier workflow steps (like a form field).

• Subject Line – Add a subject line, using placeholders if desired.

• Message Body – Write the email content using static text or dynamic variables for personalization (e.g.,

• Optionally include an attachment from a previous Form, Document or Sign step. 

💡 Example:

Configure Email Settings for a Dynamic Email template

• Template ID – Select the Template ID you'd like to use for this step & click Retrieve Variables 

• Match Template Variable to Data field – Create a dynamic experience by connecting the correct Data field to template variable. 

• Recipient Email – Enter a static email address or use a dynamic variable from earlier workflow steps (like a form field).

• Optionally include an attachment from a previous Form, Document or Sign step. 

💡 Example:

Save and Close

Click the X in the upper-right corner to close the configuration panel.

Your SendGrid step is now added to your workflow!

Summary

That’s it! You’ve successfully:

• Connected SendGrid to your account

• Added SendGrid as an email delivery step in your workflow

• Configured dynamic, personalized emails to reach your audience effectively

Need help? Contact your admin or reach out to Support for troubleshooting.