SendGrid

The SendGrid connectorService 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 actionsA 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.

Permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

  Use

Edit

Delete

Assign
permissions

Owners

Users

Note: By default, users with administrator role will have the same rights as a Connection owner.

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. 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.

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

Add new data source Operation Displays the operations available for the selected Connector. Depending on the selection the following fields are displayed:
  • Get global suppressions:
    • Item limit: The maximum number of items to return. Available choices are 10, 20, 50, and 100 items. The default is 100.
    • Index: The point in the list of global suppressions to start retrieving the email addresses. Type the value for the number of email addresses to skip at the start of the collection. For example, if you type a value of 2, the email address collection will start at the 3rd address in the list. This is useful when used with the Item limit field. If you set the item limit to 100, you can set the index to 99 which will return item 100 to item 199.
  • Search contacts: Use Segmentation Query Language (SGQL) to refine your search query. For example: email LIKE '%gmail.com'.