Reference

Sendgrid

SendGrid is a cloud-based email delivery platform that provides services for sending and managing email campaigns, transactional emails, and other types of messages.

SendGrid is a cloud-based email delivery platform that provides services for sending and managing email campaigns, transactional emails, and other types of messages.

Category: Communication. Adds 6 actions to a care flow.

What to configure

Set these once, on the extension in Awell Studio. An action fails at run time if a required setting is missing.

SettingRequiredNotes
API KeyYesYour Sendgrid API Key so the extension can authenticate with the Sendgrid API. Stored as a secret.
From emailNoThe email address that will be used for the "From" header.
From nameNoThe name that will be used for the "From" header.

Actions

Sendgrid adds these 6 actions to a care flow. Add one to a step, then fill in its inputs.

Add or update contact

Add or update contact

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
List IDsstringYesA comma-separated string of list IDs the contact will be added to.
EmailstringYesThe contact's primary email.
First NamestringNoThe contact's first name.
Last NamestringNoThe contact's last name.
Custom fieldsjsonNoAn object of custom field IDs and the values you want to associate with those custom fields.

Returns:

Data pointType
jobIdstring

Allows adding or updating contacts. The contact to update will be determined only by the email field and any fields omitted from the request will remain as they were. A contact's ID cannot be used to update the contact.

Please note that custom fields need to have been already created if you wish to set their values for the contacts being upserted. To do this, please use the "Create Custom Field Definition" endpoint. They also can be created in Marketing -> Custom Fields section in Sendgrid.

Add Email to Suppression Lists

Adds an email to one or more suppression lists.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
EmailstringYesThe email address you would like to suppress
GroupsstringYesA comma-separated list of group IDs (e.g. 12345, 12346)

Status of Import

Get the status of an Import job

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
Job IDstringYesThe ID of the Sendgrid Job (usually obtained from the Add or Update Contact action)
Wait for finishedbooleanNoIf true, the action will wait for the import job to finish before completing.

Returns:

Data pointType
finishedAtdate
idstring
importStatusstring
jobTypestring
startedAtdate

Remove Email from Suppression Lists

Remove an email address from one or more suppression lists.

This action can be previewed in Studio before you publish.

InputTypeRequiredDescription
EmailstringYesThe email address you would like to remove from the suppression list
GroupsstringYesA comma-separated list of group IDs (e.g. 12345, 12346)

Send email

Send an email.

InputTypeRequiredDescription
From namestringNoThe name that will be used for the "From" header. When left blank, the value specified in the extension settings will be used.
From emailstringNoThe email address that will be used for the "From" header. When left blank, the value specified in the extension settings will be used.
TostringYesThe email address of the recipient.
SubjectstringYesThe subject of your email.
BodyhtmlYesThe content of your message.

Allows for sending a plain email to a recipient.

Send email with template

Send an email based on a template to a recipient of your choice.

InputTypeRequiredDescription
From namestringNoThe name that will be used for the "From" header. When left blank, the value specified in the extension settings will be used.
From emailstringNoThe email address that will be used for the "From" header. When left blank, the value specified in the extension settings will be used.
TostringYesThe email address of the recipient.
Template IDstringYesThe immutable ID of a template that exists in your account.
SubjectstringNoThe subject of your email. If you would like to compose a dynamic subject line then pass a subject field with the template content below.
Template contentjsonNoSpecify a JSON blob containing the dynamic data of your template. Read the Sendgrid documentation to learn more about dynamic template data.

Setup and notes

SendGrid is a cloud-based email delivery platform that provides services for sending and managing email campaigns, transactional emails, and other types of messages.

Extension settings

In order to set up this extension, you will need to provide:

  1. An API key
  2. A from name
  3. A from email

Send email with a template

Allows for sending an email based on a template to a recipient. You can also insert variables so they are rendered in your template.

Add and remove emails from suppression lists

Suppression lists (link on SendGrid's website) are unsubscribe groups. Use these actions to add an email address to any number of unsubscribe groups. You can apply a suppression add/remove to multiple groups by using comma-separated lists for the groups. Only a single email can be used. This functionality is different from SendGrid's API, which allows multiple email addresses for a single group.

Check an import status

Allows user to check the status of contact import jobs when given a jobID. Statuses are either: pending, completed, failed, or errored.

Changelog

July 7, 2023

Added "Add Email to Suppression Lists" and "Remove Email from Suppression Lists" actions.

July 15, 2023

Updated "Add or Update Contact" acction to create a datapoint of the Job ID.

Added "Check Import Status" action.

July 27, 2023

Adds "Finished At" data point to the importStatus action.

Where this page comes from

The settings, actions, inputs, outputs and webhooks above are generated from the extension's own code, at @awell-health/awell-extensions v2.1.159. They match what the platform actually does rather than a description of it.

Field-level detail also appears in Awell Studio when you configure the action. Something wrong or missing? Email support@awellhealth.com.

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