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How to connect Monday and Sendgrid
Create a New Scenario to Connect Monday and Sendgrid
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Sendgrid will be your first step. To do this, click "Choose an app," find Monday or Sendgrid, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Sendgrid Node
Next, click the plus (+) icon on the Monday node, select Sendgrid from the list of available apps, and choose the action you need from the list of nodes within Sendgrid.
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Authenticate Sendgrid
Now, click the Sendgrid node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Sendgrid settings. Authentication allows you to use Sendgrid through Latenode.
Configure the Monday and Sendgrid Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Monday and Sendgrid Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Monday, Sendgrid, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Monday and Sendgrid integration works as expected. Depending on your setup, data should flow between Monday and Sendgrid (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Monday and Sendgrid
Monday + Sendgrid + Slack: When a specific column is updated in Monday, an email is sent via Sendgrid, and a notification is posted to a Slack channel.
Monday + Sendgrid + Zoom: When a new item is created in Monday, an email with meeting details is sent via Sendgrid, and a Zoom meeting is created.
Monday and Sendgrid integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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About Sendgrid
Use Sendgrid in Latenode to automate email sending within larger workflows. Trigger emails based on events in other apps, personalize content with data transformations, and track results. Latenode simplifies complex email automations without code and scales affordably, letting you focus on strategy, not limits.
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See how Latenode works
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FAQ Monday and Sendgrid
How can I connect my Monday account to Sendgrid using Latenode?
To connect your Monday account to Sendgrid on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Sendgrid accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I send personalized emails based on Monday updates?
Yes, you can! Latenode enables this with flexible data mapping and advanced templating. Send highly relevant emails automatically, triggered by status changes or new items in Monday.
What types of tasks can I perform by integrating Monday with Sendgrid?
Integrating Monday with Sendgrid allows you to perform various tasks, including:
- Send automated welcome emails to new Monday users.
- Update Monday with email engagement metrics from Sendgrid.
- Create Monday tasks for failed Sendgrid email deliveries.
- Trigger Sendgrid email campaigns from Monday project milestones.
- Sync Monday contacts to Sendgrid marketing lists.
Can I use custom JavaScript to transform data between Monday and Sendgrid?
Yes! Latenode allows custom JavaScript code within your workflows for advanced data manipulation and transformation between Monday and Sendgrid.
Are there any limitations to the Monday and Sendgrid integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits from Monday and Sendgrid still apply.
- Initial setup requires understanding of both platforms' APIs.
