Overview
Connect SendGrid to Taskade so your automations and AI agents can send email from your own sender. Send a plain or HTML email, send a dynamic template that you designed in SendGrid, and keep your Marketing Campaigns lists current.
TL;DR: SendGrid connects to Taskade automations with an API key. Send Email sends one email from a verified sender. Send With Template fills a SendGrid dynamic template with your data. Add Contact to List adds or updates a marketing contact. SendGrid has no triggers, and its steps need Pro and up.
Before You Start
- What you need: A SendGrid account with a verified sender or an authenticated domain, and a Taskade workspace
- Plan: Pro and up. On Free and Starter, the SendGrid steps show a PRO badge and open the upgrade page.
- Time: About 5 minutes
Step 1: Create a SendGrid API Key
- Sign in to SendGrid, and open Settings, then API Keys.
- Select Create API Key.
- Pick Full Access. Or pick Restricted Access with Mail Send, Template Engine (read), and Marketing (contacts and lists).
- Copy the key. It starts with
SG..
Step 2: Connect SendGrid in Taskade
Taskade stores the connection for the whole workspace, so every automation that uses SendGrid reuses it. Taskade keeps the key encrypted.
- Open Automations in your workspace, and click Create.
- Add a step, and search for SendGrid.
- Click Connect.
- Paste the key into API Key.
- Under Region, pick Global. If your account or subuser uses EU data residency, pick EU.
- Save the connection. Taskade tests the key with SendGrid before it saves it.
Step 3: Pick an Action
Add a SendGrid action after any trigger. See Automation Triggers for the events that can start the automation.
| Action | What it does |
|---|---|
| Send Email | Sends one email with a Subject and an HTML body or a Plain text body. Each run sends a new email. |
| Send With Template | Sends one email from a SendGrid dynamic template. The template sets the subject and the body. Template data fills in its fields. |
| Add Contact to List | Adds a contact to a Marketing Campaigns List, or updates the contact if the email is already there. SendGrid adds it in the background, usually within a few minutes. |
Both send actions share these fields:
| Field | What to enter |
|---|---|
| From | The sender, for example Acme <hello@acme.com>. It must be a verified sender or on a domain that you authenticated in SendGrid. |
| To | One address, or several separated by commas. |
| CC, BCC | Optional. Addresses separated by commas. |
| Reply-To | Optional. The address that receives replies. |
| Attachments | Optional. Public https:// links to files, up to 10 files and 20 MB in total. Taskade downloads each file and attaches it. |
You are done when a test email arrives from your SendGrid sender, or the test contact shows in your SendGrid list.
Build Your First SendGrid Automation
Start from one of these patterns, then add your own steps.
| Goal | Trigger | Steps that follow |
|---|---|---|
| Confirm a booking | A form submission | Send With Template with the booking details |
| Grow a newsletter list | A form submission | Add Contact to List |
| Send a weekly digest | Schedule | Summarize with AI, then Send Email to the team |
To describe an automation in plain words instead, ask Taskade EVE in your workspace. For example:
Build an automation that uses SendGrid. When someone submits my contact form, send them a thank-you email from hello@acme.com. Do not add any other steps yet.
The last sentence of the prompt keeps the first draft small, so you can test one step before you add more.
Your AI agents can also use the SendGrid actions as tools during a chat.
Frequently Asked Questions
Why does SendGrid refuse my From address?
SendGrid sends only from a verified sender or from a domain that you authenticated. Verify the address or the domain in SendGrid, then run the step again.
How is SendGrid different from the SMTP connector?
The SMTP connector sends through any mail server, SendGrid included, with a user name and a password. The SendGrid connector uses an API key and adds dynamic templates and marketing lists.
Can a SendGrid email start an automation?
No. SendGrid has actions only. To start an automation from an incoming email, use the Mailhook trigger or the Gmail New Email trigger.
Related guides
- SMTP Integration. Send email through any mail server.
- Resend Integration. Transactional email from your verified domain.
- Brevo Integration. Email marketing and transactional email.
- Gmail Integration. Send email from your own inbox.
- Automation Actions. See the Taskade actions that can follow a trigger.
- Explore integrations and browse automations.