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SendGrid

Configure SendGrid as an email provider in Notiflows

SendGrid is a cloud-based email delivery platform with analytics and deliverability tools.

Prerequisites

Before configuring SendGrid in Notiflows, you need:

  1. A SendGrid account
  2. A verified sender identity (domain or single sender)
  3. An API key with Mail Send permissions

Configuration

FieldRequiredDescription
API KeyYesSendGrid API key with Mail Send permissions
From EmailYesA verified sender email address
From NameNoDisplay name shown to recipients (e.g., My App)
Click TrackingNoTrack when recipients click links in your emails
Open TrackingNoTrack when recipients open your emails

Step 1: Verify a sender identity

SendGrid requires you to verify the domain or email address you send from. Domain authentication is recommended for production because it improves deliverability and covers all addresses on that domain.

  1. Log in to the SendGrid dashboard
  2. In the left navigation, click Settings > Sender Authentication
  3. In the Domain Authentication section, click Get Started
  4. Select your DNS provider from the dropdown (or choose Other Host if not listed)
  5. Enter your root domain (e.g., example.com — do not include www or a subdomain)
  6. Ensure Use automated security is checked — this generates CNAME records that SendGrid manages for you
  7. Click Next
  8. SendGrid provides three CNAME records — add these to your DNS provider
  9. Return to SendGrid and click Verify

DNS changes can take up to 48 hours to propagate. If verification fails, wait and try again. Contact SendGrid support if it's still unverified after 48 hours.

Option B: Verify a single sender

Use this for quick testing or if you don't control the sending domain.

  1. In the SendGrid dashboard, go to Settings > Sender Authentication
  2. Click Verify a Single Sender
  3. Click Create New Sender
  4. Fill in the required fields: From Name, From Email Address, Reply To, Business Address, and Nickname
  5. Click Create
  6. Check your inbox for a confirmation email and click the verification link

Single sender verification is not recommended for production. Free email addresses (gmail.com, yahoo.com, etc.) may fail DMARC checks and get rejected by recipient mail servers.

Step 2: Create an API key

  1. In the SendGrid dashboard, click Settings > API Keys
  2. Click Create API Key
  3. Enter a name (e.g., Notiflows)
  4. Select Restricted Access
  5. Under Mail Send, toggle Mail Send to full access
  6. Click Create & View
  7. Copy the API key immediately

SendGrid only shows the API key once. Copy it now and store it securely. If you lose it, you'll need to create a new key.

Step 3: Set up in Notiflows

  1. Navigate to Channels in your project
  2. Click Create Channel
  3. Select Email as the channel type
  4. Select SendGrid as the provider
  5. Paste your API Key
  6. Enter your verified From Email and optionally a From Name
  7. Optionally enable Click Tracking and Open Tracking
  8. Save the channel

Templates

Email templates support three content types:

  • Visual - Drag-and-drop editor for rich HTML emails
  • HTML - Raw HTML with full control
  • Plaintext - Simple text emails

Use Liquid templating for dynamic content:

Hi {{ recipient.first_name }},

{{ data.message }}

Available variable contexts:

  • recipient.* - Recipient user data (first_name, last_name, email, etc.)
  • actor.* - User who triggered the notification
  • data.* - Custom payload passed when triggering the notiflow

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