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Send a template email in SendGrid when a form is submitted

When a form is submitted, send a template 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
2
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 a template email
An email from one of the client’s SendGrid dynamic templates, its variables filled from the run. The template sets the subject and content.
  1. Starts whenA form is sent
  2. App stepSend a template email

What each client fills in

SendGrid: From address
For example hello@northside.example
SendGrid: Template ID
Email API → Dynamic Templates → the template: its ID.

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 a template email”
  3. Fill in SendGrid: From address (For example hello@northside.example)
  4. Fill in SendGrid: Template ID (Email API → Dynamic Templates → the template: its ID)

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