sendgrid

sendgrid sends an email from your SendGrid account: you give the recipients, the subject, the text and the sender and, if you want, copies and attachments. The body of the email is sent as plain text.

When to use it

• Sending a customer the answer an agent has written.
• Emailing the team when the flow detects an incident.
• Sending a report with a file attached.

Configuration

This component needs the credential of the sendgrid API service. See Credentials.

Field	What it does
Credential (required)	The sendgrid API credential used to access your account.
Recipient (required)	The recipients of the email. You can add several.
Subject	The subject of the email.
Body	The text of the email.
Sender	The address the email is sent from. It must be a verified sender in your SendGrid account.
Attachments	The files to attach. You can add several.
Mail Configuration	Data with the email settings, instead of filling in the panel fields: recipients (to), copies (cc and bcc), subject (subject), text (body), sender (sender) and attachments (attachments). What it does not include is taken from the panel fields.

Advanced options

Field	What it does
CC	Recipients in copy.
BCC	Recipients in blind copy.

Output

Mail Status returns true if SendGrid accepts the email for sending and false if not.

Example

A travel agency emails the confirmation of every booking:

1. The flow receives the booking with the customer’s name and email.
2. An agent writes the confirmation text with the destination and dates.
3. sendgrid receives the customer’s email in Recipient, “Your booking is confirmed” in Subject, the agent’s text in Body and bookings@agency.com in Sender, and sends the email.

Good practices

• Use an address verified in SendGrid as Sender; otherwise SendGrid rejects the email.
• For new flows, SendGrid offers more sending options and the management of contacts and lists.

Related components

• SendGrid: sends emails with SendGrid and manages its contacts and marketing lists.