SendGrid Step

Send emails via SendGrid as part of your workflow. Use this step to deliver transactional messages, attach documents, or render dynamic templates with per-session variables.

The SendGrid step sends an email using a named SendGrid connection. You can choose between two actions: sending a plain email with an optional message body and attachments, or sending a dynamic template email where SendGrid renders the content using variables you provide.

Configuration

All configurations share one common field:

nametyperequireddescription
connectionstringyesThe name of the SendGrid connection to use, as configured in Integrations.

The remaining fields depend on the action you choose.

Actions

SEND_EMAIL

Sends an email with a subject, message body, and optional attachments.

nametyperequireddescription
actionstringyesMust be SEND_EMAIL.
sendFromstringyesThe sender email address.
sendTostringyesThe recipient email address. Supports mapping placeholders.