SendGrid
Send transactional email and manage contacts in SendGrid from inside an agent workflow.
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.
Supported actions
| Group | Actions |
|---|---|
| Send Email | |
| Contacts | Add Contact, List Contacts |
Prerequisites
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. |
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:
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.
A SendGrid Add Contact action maps Email to the recipient and sets First Name, Last Name, and List IDs so the contact is added to the right list.
Troubleshooting
For issues common to every vendor, see the Actions overview.