Starter
Send a template email in SendGrid when a link in an email is clicked in SendGrid
When a link in an email is clicked in SendGrid, send a template email in SendGrid.
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 link in an email is clicked in SendGrid, 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 link in an email is clicked
- A tracked link clicked, within seconds. The API key needs Event Webhook access.
- 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.
- Starts whenA link in an email is clicked
- 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:
- Connect the client’s SendGrid, for “A link in an email is clicked” and “Send a template email”
- Fill in SendGrid: From address (For example hello@northside.example)
- Fill in SendGrid: Template ID (Email API → Dynamic Templates → the template: its ID)
- Confirm with the client: Click tracking is on in the client’s SendGrid: an untracked link sends no click.
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- Starter
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