Sendgrid

SendGrid

What it does

The SendGrid node connects your flow to SendGrid, letting you:

• Send transactional emails

• Manage contacts

• Manage lists

• Work with templates

For example:

• Send a shipping confirmation after an order updates

• Add a new customer to a marketing list

Setup

Before using this node, you'll need a SendGrid credential connected:

1. In SendGrid, go to Settings → API Keys → Create API Key

2. Give it:

   • Full Access, or

   • At minimum: Mail Send and Marketing permissions

3. In Syncaut, add a new SendGrid credential using that API key

Once connected, the credential will be available in any SendGrid node.

Configuration

The setup dialog has three steps:

1. Connect

• Choose a Step name

• Select the SendGrid credential

2. Action

Choose what you want to do:

Email

• Send email

• Get templates

Contacts

• Add or update contact

• Find contact by email

Lists

• Get lists

• Create list

Reporting

• Get email stats

3. Parameters

Fill in the fields depending on the selected action.

Examples:

• Send email

  • Required: To, From email

  • Optional: From name, Subject, Template ID, Template data (JSON), HTML content

• Get templates

  • No parameters (uses defaults)

• Add or update contact

  • Required: Email

  • Optional: First name, Last name, List IDs, Custom fields (JSON)

• Find contact by email

  • Required: Email

• Create list

  • Required: List name

• Get email stats

  • Required: Start date (YYYY-MM-DD)

  • Optional: End date, Group by (day/week/month)

You can use:

• A simple form

• Or raw JSON for advanced use cases

Form vs JSON mode

You can switch between form and JSON mode in the Parameters step.

Use JSON mode when:

• You need fields not available in the form

• You want more control over the request

Example:

• Sending plain-text email instead of HTML requires JSON

You can also reference previous steps using:

• {{variableName}}

How to reference the output

The result is stored under your Step name.

Available fields:

• {{result.data}} → Response data

• {{result.action}} → The action performed

Replace result with your actual Step name.

Note for Send email:
{{result.data}} returns a summary object:

• success

• messageId

• to

(This is because SendGrid does not return a response body on successful email send.)

Notes & troubleshooting

• Templates vs HTML

  • Use either:

    • Template ID + template data

    • OR raw HTML

  • Using both may lead to unpredictable results

• Plain text emails

  • Not available in form mode

  • Use JSON mode and include a text field

• Subject requirement

  • Required unless using a Template ID

  • Templates can define their own subject

• Custom fields (contacts)

  • Keys are internal IDs (e.g. e1_T)

  • Found under: SendGrid → Marketing → Contacts → Custom Fields

  • Do not use display names

• Default limits

  • Actions like Get templates and Get lists use built-in defaults

  • No way to change limits in the form

• Find contact by email

  • Uses exact-match search

  • Emails with unusual characters may not match correctly