SendGrid
The SendGrid connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for SendGrid actions A tool for building the processes, logic, and direction within workflows.. Use SendGrid actions to interact with email, lists, and contacts within SendGrid.
Create a SendGrid connection
You can create connections from the Automate or Designer page.
Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.

- Nintex Workflow Cloud uses the Nintex Workflow Cloud - SendGrid Connector to create SendGrid connections. This connection requires you to grant the Nintex Workflow Cloud domain access to certain SendGrid data.
- The account you use to create a connection for SendGrid is the account that has access to the SendGrid actions.

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On the top navigation bar, click Automate, and then select Connections from the left navigation.
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On the Connections page, click Add new.
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In the Add a new connection section that opens, fill in the following.
In this field
Select or enter the following
Connector SendGrid -
Click Connect.
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In the Configure a connection window, fill in the fields as follows.
In this field
Select or enter the following
Connection name A name for your new connection API Key A generated key a user with a valid account obtains from the SendGrid Settings - API Key page. Always enter the word Bearer and a space before pasting your API key, for example: "Bearer SG.V6Ty...".
SendGrid uses API keys to authenticate access to SendGrid services. Different keys can have different access permissions. Before using the SendGrid connector, make sure the API key has been configured for the correct access level in SendGrid. For more information, see the SendGrid API Keys documentation. -
Click Connect.
- In the permissions dialog, you can do one of the following:
- Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.
Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.
Your new connection appears on the Connections page.

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Access the Designer page
- On the top navigation bar, click Automate > Workflows, and then select the required workflow.
(Or)
- On the top navigation bar, click Automate > Create workflow.
- Click the SendGrid action you want to add the connection to, or drag a SendGrid action into the workflow and select it.
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In the drop-down list for Connection, select Add new connection.
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In the Connection window, fill in the fields as follows.
In this field
Select or enter the following
Connection name A name for your new connection API Key A generated key a user with a valid account obtains from the SendGrid Settings - API Key page. Always enter the word Bearer and a space before pasting your API key, for example: "Bearer SG.V6Ty...".
SendGrid uses API keys to authenticate access to SendGrid services. Different keys can have different access permissions. Before using the SendGrid connector, make sure the API key has been configured for the correct access level in SendGrid. For more information, see the SendGrid API Keys documentation. -
Click Connect.
- In the permissions dialog, you can do one of the following:
- Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.
Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.
Your new connection appears in the Connection field of your action.
Permissions
Permissions enable you to manage access for other users to use, edit, and delete connections.
Use |
Edit |
Delete |
Assign |
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Owners |
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Users |
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Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign permissions from the Connections page:
- On the Connections page, click
for the required connection.
- From the menu, select Permissions.
- To assign permissions:
- In the Owners field, type the name of the user, and select from the list.
- In the Users field, type the name of the user, and select from the list.
The corresponding permissions window is displayed.
- Click Save permissions.
Create an SendGrid data source
Use the SendGrid data source to create a drop-down list in a form for one of the following:
- Retrieve a list of email addresses that bounced the sent message.
- Retrieve a list of email addresses that are globally suppressed.
- Retrieve marketing list names from the SendGrid account.
- Search for contacts and retrieve their details for the SendGrid account.
Example: To allow users to select an email address that is in the SendGrid globally suppressed group, add a drop-down list of suppressed emails to the form using a Data lookup control A form control that allows users to select from a drop-down list of values that have been fetched from a third-party service.. The Data lookup control uses a SendGrid - Get global suppressions data source to list the suppressed emails.
You can create a data source to:
- Get bounced email by email address: list email addresses that bounced the sent message.
- Get global suppressions: list all email addresses that are globally suppressed.
- Get marketing lists: list all the marketing list names.
- Search contacts: list all contact details for contacts that match specified search terms.
Each data source is configured for a specific SendGrid API key. You can create as many data sources as you need.

To add an SendGrid drop-down list to your form:
- Create your SendGrid data source.
- Add a data lookup form control to your form and configure it to use your new data source.
See Data sources.

Assign data source permissions
Permissions enable you to manage access for other users to use, edit, and delete data sources.
Use |
Edit |
Delete |
Assign |
|
---|---|---|---|---|
Connection owners |
✔ | ✔ | ✔ | ✔ |
Data source editors |
✔ | ✔ | ✔ | ✘ |
Data source users | ✔ | ✘ | ✘ | ✘ |
Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign data source permissions from the Data sources page:
- On the Data sources page, click
for the required data source.
- From the menu, select Permissions.
- To assign permissions:
- In the Data source editors field, type the name of the user, and select from the list.
- In the Data source users field, type the name of the user, and select from the list.
The corresponding data source permissions window is displayed.
- Click Save Permissions.
SendGrid data source fields
When you create an SendGrid data source, you can configure some additional fields to refine what data the data source should retrieve.
Section |
Field or selection |
Description |
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Add new data source | Operation | Displays the operations available for the selected Connector. Depending on the selection the following fields are displayed:
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