Integration

Connect SendGrid to Docupilot

When something happens in SendGrid, your agent does the next thing in Docupilot. Describe it in plain language and the automation is built, tested on every branch and kept running.

SendGrid4 triggersSendGrid10 actionsDocupilot2 triggersDocupilot34 actions

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What do you want SendGrid and Docupilot to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with SendGrid and Docupilot

Triggers and actions 6 triggers · 44 actions

Trigger
New bounce
Polls the v3 Suppression Bounces API for bounced email addresses. Emits one record per bounce.
Trigger
New global suppression
Polls the v3 Suppressions API for globally-suppressed (unsubscribed) email addresses. Emits one record per suppressed email.
Trigger
New or updated recipient
Triggered when a recipient is created or updated.
Trigger
New suppressed email
Triggered when a new email is suppressed.
Action
Add to suppression group
Add a recipient's email to a SendGrid suppression group (unsubscribe group). POST /v3/asm/groups/{group_id}/suppressions.
Action
Create custom field
Creates a new custom field.
Action
Create list
Creates a new marketing contact list via the v3 Marketing Lists API.
Action
Create or update contact
Adds or updates a marketing contact (upsert by email) via the v3 Marketing Contacts API. Optionally assigns to lists.
Action
Create or update recipient
Creates a new recipient if the email does not exist, otherwise updates the existing recipient.
Action
Delete contacts
Deletes one or more marketing contacts by their contact IDs via the v3 Marketing Contacts API.
Action
Get contact by email
Looks up a marketing contact by email address via the v3 Marketing Contacts search-by-emails endpoint.
Action
Remove from suppression group
Remove a recipient's email from a SendGrid suppression group (unsubscribe group). DELETE /v3/asm/groups/{group_id}/suppressions/{email}. Returns 204 No Content on success.
Action
Send an email
Sends an email via the v3 Mail Send API to a single recipient with subject and plain-text or HTML body.
Action
Send an email using template
Sends an email via the v3 Mail Send API using a dynamic template ID. Dynamic template data is passed as a JSON object.
Trigger
Envelope Completed
Triggers when all recipients finish signing an envelope.
Trigger
New Envelope
Triggers when a new e-signature envelope is created.
Action
Cancel Envelope
Cancel an in-progress e-signature envelope.
Action
Convert Document
Convert a document to another format.
Action
Copy Template
Duplicate a template including its preferences and deliveries.
Action
Create Envelope
Create a new e-signature envelope.
Action
Create Envelope Recipient
Add a recipient to an e-signature envelope.
Action
Create Folder
Create a new folder.
Action
Create Template
Create a new document template.
Action
Create Template Delivery
Configure a new delivery on a template.
Action
Create Template Merge Link
Create a shareable link that generates a document from a template.
Action
Delete Folder
Delete a folder.
Action
Delete Template
Move a template to the trash.
Action
Get Bulk Generation Task
Retrieve a single bulk document-generation task.
Action
Get Envelope Details
Retrieve the details of an e-signature envelope.
Action
Get Envelope Responses
Retrieve the consolidated field responses for an envelope.
Action
Get Envelope Signing Link
Retrieve the signing link for an envelope.
Action
Get Template
Retrieve a single template by its id.
Action
Get Template Schema
Retrieve a template's merge-field schema.
Action
List Bulk Generation Tasks
List bulk document-generation tasks for a template.
Action
List Document History
List previously generated documents.
Action
List Envelope Recipients
List the recipients of an e-signature envelope.
Action
List Envelopes
List e-signature envelopes.
Action
List Folders
List the folders in the Docupilot account.
Action
List Template Deliveries
List the deliveries configured on a template.
Action
List Templates
List the templates in the Docupilot account.
Action
Merge Documents
Append and merge multiple documents into one.
Action
Place Signature Fields
Place the signature/input fields on an envelope's document. Required before Send Envelope: Docupilot rejects sending unless EVERY recipient has at least one field. Replaces the document's whole field set.
Action
Retry Document Delivery
Retry a failed document delivery.
Action
Send Envelope
Send an e-signature envelope to its recipients.
Action
Send Envelope Reminder
Send a signing reminder to an envelope's signers.
Action
Transform PDF
Apply a transformation to a PDF document.
Action
Trigger Bulk Generation
Start a prepared bulk document-generation task.
Action
Update Folder
Update a folder's details.
Action
Update Template
Update an existing template's settings.
Action
Upload CSV for Bulk Generation
Upload a CSV to start a bulk document-generation task for a template.

Each app on its own

The other way round: Docupilot to SendGrid