Integrate SendGrid with PocketSmith
Send information between SendGrid and PocketSmith automatically, without writing any code, using Zoho Flow.
Build your own integrations between SendGrid and PocketSmith
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Supported triggers and actions
Integrate SendGrid and PocketSmith using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
New report generated
Triggers when a new email campaign report is generated
Transaction made
Triggers when a new transaction is made in an account
Account created
Triggers when a new account belonging to the user is created
All Actions - Actions are the automated tasks
Create suppression group
Creates a new suppression group
Add email address to suppression group
Adds the specified email address to the selected suppression group
Send email
Sends an email to the specified recipients
Add or update contact
Adds a new contact. Updates the details if it already exists.
Create single send email
Creates a single send email and stores it in draft
Create transaction
Creates a transaction in a transaction account
Create account
Creates an account belonging to the user by their ID
What is SendGrid?
SendGrid is a customer communication platform for sending marketing and transactional emails. You can use the customized templates, schedule features, and perform A/B testing to ensure maximum customer engagement.
Similar apps
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
