An automated workflow using zapier
Connects Airtable + SendGrid
Send email from SendGrid for new Airtable records
About this workflow template
This automation scenario allows you to connect Airtable and SendGrid
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Airtable and SendGrid can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Airtable
New Record in Airtable
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
Then this action happens in SendGrid
Send Email in SendGrid
Send an email to one or more recipients.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Send email from SendGrid for new Airtable records.
Part I
Configure Applications
First, we need to connect Airtable and SendGrid to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Airtable to Zapier.
Give Zapier access to your Airtable account, using Airtable credentials.
Connect SendGrid to Zapier.
Give Zapier access to your SendGrid account, using SendGrid credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Airtable
Choose the following trigger: New Record (Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.).
Then set up an Action for SendGrid
Choose this action: Send Email (Send an email to one or more recipients.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Airtable and SendGrid.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send email from SendGrid for new Airtable records!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
triggerbyzapierautomateiopabbly-connectalbatoNew or updated record
Triggers when a record is created or updated.
triggerbyzapierNew record in view
Triggers when a new new record is created in a specifc view.
triggerbyzapierpabbly-connectWatch records
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
triggerbyintegromatNew record created
This Trigger fires every time a new record is created in a table. You can optionally configure it to only fire when a record appears in a specific view.
triggerbyiftttNew or modified records
New or modified records
triggerbypipedream
Send email
Send an email to one or more recipients.
actionbyzapierintegratelyAdd or update a recipient (legacy)
Adds a new recipient or updates an existing one based on the email address. Using Legacy Marketing Campaigns API.
actionbyintegromatAdd recipients to a list (legacy)
Adds existing recipients to a list. Using Legacy Marketing Campaigns API.
actionbyintegromatSend an email
Sends an email.
actionbyintegromatpabbly-connectAdd or update a contact (new)
Creates new contact or updates existing based on the email address. Using New Marketing Campaigns API.
actionbyintegromatCustom actions (beta)
Create a new action using AI.
actionbyzapier
Apps you need
Airtable
A no-code platform for building collaborative apps using spreadsheet-database hybrid as a data-layer
Airtable is a modern and flexible low-code platform that combines the power of a full database with the ease of use of a spreadsheet. With native mobile and desktop apps, Airtable offers a variety of templates for easy-to-use and customizable workflows, providing powerful features such as file attachments, kanban card stacks, calendars, and reporting. Link related content intelligently, configure the perfect view, and integrate with hundreds of your favorite apps and services.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
