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Send an email in SendGrid when a form is submitted

When a form is submitted, 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
1
Accounts
1
Starts
A form is submitted, within seconds

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 form is submitted
Someone sends one of the client’s forms.
Send an email
Plain-text email from a verified sender.
  1. Starts whenA form is sent
  2. App stepSend an email

What each client fills in

SendGrid: From address
For example hello@northside.example

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.

  • 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. Pick the client’s form that starts it
  2. Connect the client’s SendGrid, for “Send an email”
  3. Fill in SendGrid: From address (For example hello@northside.example)

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