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Send an email in SendGrid when a record is changed in Airtable

When a record is changed in Airtable, send an email in SendGrid.

Use this templateBrowse the library

Start the 14-day trial, then find it under Templates → Library. It installs into the client you choose, switched off, with its checklist.

Steps
1
Client fills in
5
Accounts
2
Starts
A record is changed in Airtable, within 15 minutes

UsesBeta

Every step, in order

When it happens in the first app, the step runs in the second, with the client’s own account.

A record is changed
A row edited in a table, checked every 15 minutes; optionally only rows in a view (“A record enters Ready to quote”). Airtable says when a row changed only through a field: add a “Last modified time” field to the table (limit it to the columns that matter) and name it here. The token needs data.records:read.
Send an email
Plain-text email from a verified sender.
  1. Starts whenA record is changed
  2. App stepSend an email

What each client fills in

SendGrid: From address
For example hello@northside.example
Who it goes to (SendGrid)
The address that gets it: yours, or the client’s team.
Airtable: Base ID
For example appXXXXXXXXXXXXXX
Airtable: Table
For example Leads
Airtable: Last modified time field
A field of type “Last modified time” in this table.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

  • Airtable

    airtable.com/create/tokens → Create token → scopes data.records:write and data.records:read (lookups and the triggers) → add the client’s base → copy the token.

  • SendGrid → Settings → API Keys → Create API Key with Mail Send access; for the triggers, also the Event Webhook settings permission (user.webhooks.event.settings.read and user.webhooks.event.settings.update), or Full Access. The From address must be a verified sender.

After you install it

It lands switched off. The client’s checklist holds exactly this:

  1. Connect the client’s Airtable, for “A record is changed”
  2. Connect the client’s SendGrid, for “Send an email”
  3. Fill in Airtable: Base ID (For example appXXXXXXXXXXXXXX)
  4. Fill in Airtable: Table (For example Leads)
  5. Fill in Airtable: Last modified time field (A field of type “Last modified time” in this table)
  6. Fill in SendGrid: From address (For example hello@northside.example)
  7. Fill in Who it goes to (SendGrid) (The address that gets it: yours, or the client’s team)

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