SendGrid integration

Email delivery: send emails, manage contacts, lists, templates, view stats

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Overview

SendGrid (Twilio SendGrid) is a transactional + marketing email service. The Automize SendGrid connector covers sending email (transactional), managing contacts/lists, templates, and reading delivery stats.

  • Regions: SendGrid is a global service – api.sendgrid.com. EU data residency is available on enterprise plans (separate endpoint api.eu.sendgrid.com).
  • Plans: Free (100/day), Essentials, Pro, Premier – all expose the Web API v3. Marketing Campaigns + dedicated IPs need higher plans.

Setting up the connection

Auth type: Bearer Token.

  1. Sign in to SendGrid → Settings → API Keys → Create API Key.
  2. Pick 'Restricted Access' and grant only what's needed (Mail Send, Marketing, Stats).
  3. Copy the key (starts with SG. – you only see it once).
  4. In Automize, open Settings → Connectors → SendGrid → Add connection. Paste the key.

Find your credentials at https://app.sendgrid.com/settings/api_keys.


Rate limits

Mail Send has no hard per-second cap on paid plans (free is 100/day total). Other endpoints (Contacts, Stats) cap at ~120 requests/min. Connector retries 429 with Retry-After.


Data model

SendGrid splits transactional + marketing:

    Transactional ─── Mail Send (templated or freeform)
    Marketing ─┬─ Lists ─── Contacts
               ├─ Segments (dynamic queries)
               ├─ Templates (Dynamic Templates)
               └─ Campaigns (Single Sends)
    Stats: per-day per-mailbox aggregates

Available operations

14 operations available. Click any row to jump to its detail.

OperationCategoryWhat it does
Add ContactsGeneralAdd or update marketing contacts
Create listGeneralCreate a SendGrid contact list.
Delete contactsGeneralDelete SendGrid contacts by IDs.
Get contactGeneralGet a SendGrid contact by ID.
Get statsGeneralGet SendGrid email statistics.
Get Stats by DateGeneralGet email statistics by date
Get templateGeneralGet a SendGrid email template by ID.
List ContactsGeneralSearch/list marketing contacts
List Contact ListsGeneralList all marketing contact lists
List suppressionsGeneralList SendGrid email suppressions (bounces, blocks, spam).
List TemplatesGeneralList email templates
Search ContactsGeneralSearch marketing contacts with a query
Send EmailGeneralSend an email via SendGrid
Send Template EmailGeneralSend email using a dynamic template

Operations

Add Contacts

Add or update marketing contacts

ParameterRequiredTypeDescription
Contacts contactsYestext
List Ids list_idsYestext

Tips

  • Async – returns a job_id. Poll Get Import Job for completion.
  • contacts: array of {email, first_name, last_name, custom_fields}. list_ids to add to specific lists.

Create list

Create a SendGrid contact list.

ParameterRequiredTypeDescription
Name nameYestext

Tips

  • name. Returns the new list_id.

Delete contacts

Delete SendGrid contacts by IDs.

No input parameters.


Get contact

Get a SendGrid contact by ID.

ParameterRequiredTypeDescription
Id idYestext

Tips

  • contact_id (UUID).

Get stats

Get SendGrid email statistics.

No input parameters.


Get Stats by Date

Get email statistics by date

No input parameters.


Get template

Get a SendGrid email template by ID.

ParameterRequiredTypeDescription
Template Id template_idYestext

Tips

  • Returns template + versions (only one version is 'active').

List Contacts

Search/list marketing contacts

ParameterRequiredTypeDescription
Query queryYestext

Tips

  • Returns marketing contacts (not transactional recipients). Pages via query parameter.

List Contact Lists

List all marketing contact lists

No input parameters.

Tips

  • Marketing lists. Use Get List for member count.

List suppressions

List SendGrid email suppressions (bounces, blocks, spam).

No input parameters.


List Templates

List email templates

No input parameters.

Tips

  • Dynamic Templates. Filter by generations=dynamic.

Search Contacts

Search marketing contacts with a query

ParameterRequiredTypeDescription
Query queryYestext

Tips

  • SQL-like query: 'email LIKE "%@example.com"'. Slow on big contact lists.

Send Email

Send an email via SendGrid

ParameterRequiredTypeDescription
Personalizations personalizationsYestext
From fromYestext
Subject subjectYestext
Content contentYestextarea

Send Template Email

Send email using a dynamic template

ParameterRequiredTypeDescription
Personalizations personalizationsNotext
From fromNotext
Template Id template_idNotext

FAQ

Why is my email going to spam?
Domain authentication (SPF + DKIM via Sender Authentication). Without it, ISPs distrust the sender. Verify the from-domain in SendGrid → Sender Authentication.
Marketing API vs Mail Send – which?
Mail Send is for transactional (one-to-one, triggered by an event). Marketing API is for campaigns (one-to-many, scheduled). Free tier doesn't expose marketing.
Categories vs custom args?
categories ([string]) for high-level grouping in stats. custom_args ({key:value}) for arbitrary metadata returned in event webhooks. Use both.

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