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
Email	Send Email
Contacts	Add Contact, List Contacts

Prerequisites

Create a SendGrid credential

Store a SendGrid API key as a SendGrid credential in Credential Management, then select it on every SendGrid action.

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

Email

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.

At least one of Plain Text Content or HTML Content is required.

Contacts

SendGrid Add Contact

Adds a contact to your SendGrid contacts.

Input	Required	Description
Email	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:

1. Send the email

   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.

2. Add the contact

   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

At least one body is required

Send Email needs a Plain Text Content body, an HTML Content body, or both. Provide at least one.

Authentication failed

The API key is missing, expired, or revoked. Confirm the credential holds a valid SendGrid API key with permission for the action you are calling.

From address not verified

SendGrid only sends from verified senders. Confirm the From Email is a verified single sender or belongs to an authenticated domain in your SendGrid account.

Contact not added to a list

The List IDs must reference existing lists in your account. Confirm the IDs and that the API key has Marketing permissions.

For issues common to every vendor, see the Actions overview.