Skip to main content

SendGrid and Workflow

Introduction

In this chapter we will look at how we can use your SendGrid integration (created in the previous chapter) inside Workflow to automate the sending of emails.

Initail Setup

To get started, first navigate to and create a new Workflow process.

Navigate to workflow:

alt text

Next, either open and exsisting, or create a new Workflow process:

alt text

Click 'New Process Diagram', then fill in the relevent information. At minimum you will require a title. Finally, click create and you will see your new Diagram at the top of the list.

Click the title of your new Diagram to open:

alt text

Sending a static email

TODO

Sending a Dynamic email

TODO