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How to connect Moxie and Sendgrid
Create a New Scenario to Connect Moxie 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 Moxie, triggered by another scenario, or executed manually (for testing purposes). In most cases, Moxie or Sendgrid will be your first step. To do this, click "Choose an app," find Moxie or Sendgrid, and select the appropriate trigger to start the scenario.
Add the Moxie Node
Select the Moxie node from the app selection panel on the right.
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Add the Sendgrid Node
Next, click the plus (+) icon on the Moxie 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 Moxie 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 Moxie 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 Moxie, 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 Moxie and Sendgrid integration works as expected. Depending on your setup, data should flow between Moxie 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 Moxie and Sendgrid
Moxie + Sendgrid + Google Sheets: When a new form submission is created in Moxie, send a follow-up email using Sendgrid, then log the submission and email details in Google Sheets.
Sendgrid + Moxie + Slack: When Sendgrid detects an email bounce, trigger a Moxie survey to gather feedback and notify the team via Slack with details of the bounce and the survey.
Moxie and Sendgrid integration alternatives
About Moxie
Use Moxie in Latenode to automate data entry and validation workflows. Pull data from multiple sources, use Moxie to clean and standardize it, then push the refined data to your databases or apps. Benefit from Latenode's visual editor and scalable architecture to handle large datasets efficiently without code.
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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 Moxie and Sendgrid
How can I connect my Moxie account to Sendgrid using Latenode?
To connect your Moxie account to Sendgrid on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Moxie and click on "Connect".
- Authenticate your Moxie and Sendgrid accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically send personalized emails after Moxie interactions?
Yes! Latenode's visual editor makes it easy to trigger Sendgrid emails based on Moxie events, like completed chats. Send personalized follow-ups to boost engagement and customer satisfaction.
What types of tasks can I perform by integrating Moxie with Sendgrid?
Integrating Moxie with Sendgrid allows you to perform various tasks, including:
- Automatically sending welcome emails to new Moxie users.
- Creating personalized email campaigns based on chat history.
- Sending satisfaction surveys via email after Moxie interactions.
- Notifying support teams via email about urgent Moxie requests.
- Updating contact information in Sendgrid from Moxie chat data.
Can I use JavaScript to transform Moxie data before sending emails?
Yes, Latenode lets you use JavaScript blocks to manipulate Moxie data, ensuring perfect formatting for your Sendgrid email templates.
Are there any limitations to the Moxie and Sendgrid integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Attachments from Moxie chats are not directly transferable to Sendgrid.
- Complex data transformations might require JavaScript knowledge.
- Rate limits of both Moxie and Sendgrid APIs apply.
