Table of Contents

SendGrid Connection

To send emails using SendGrid in Profitbase Flow, you must create a connection using a valid API key and define one or more approved sender addresses.

This connection enables you to securely send transactional or notification emails directly from a flow.


Connection Fields

Field Description
Name Required. A name for the connection object that will be shown in the Flow designer.
API Key Required. Your SendGrid API key used to authenticate requests. This must have permission to send emails.

Valid Senders

In addition to the API key, you must configure at least one valid sender by specifying:

  • Email – The address that will appear in the "From" field of sent emails.
  • Display Name – (Optional) A user-friendly sender name that will appear along with the email address.

You can add multiple senders to a single connection. These must be verified in your SendGrid account if domain authentication is enabled.


How to Create the Connection

  1. Open the Send Email (SendGrid) action in your Flow.
  2. Toggle on Create new connection.
  3. Enter the connection name.
  4. Paste a valid SendGrid API key.
  5. Click Add sender and enter a sender email address and optional display name.
  6. (Optional) Add multiple senders as needed.
  7. Click Test connection to verify the key and sender settings.
  8. Click OK to save the connection.

Screenshots

Connection Configuration

SendGrid Connection

Adding Senders

SendGrid Valid Senders


Notes

  • The API key must be created in your SendGrid account under Settings → API Keys with Mail Send permission enabled.
  • If you're using sender identity verification, ensure that all email addresses used are either domain authenticated or individually verified in SendGrid.
  • You can rotate API keys without updating the Flow connection as long as the new key has the same scope and permissions.

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