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Connect SendGrid

3 min read
Published
Updated
Topic
Email

Connect your SendGrid account. The emails your users get then go out through SendGrid, from your own address.

Before you start, read Connect your email provider. This article covers what is specific to SendGrid.

Important

Create an API key at app.sendgrid.com/settings/api_keys with permission to send mail. SendGrid only sends mail from addresses and domains that you have verified in SendGrid, so verify your From address there first. SendGrid's guide is at https://docs.sendgrid.com/api-reference/mail-send/mail-send.

Who can use it

Only a workspace owner or admin can connect a provider. Only workspace owners and admins can open Email providers.

Connect SendGrid

  1. Open Email providers in your workspace settings.
  2. Select SendGrid under Email services.
  3. Type a short name in Name, such as Acme Notes SendGrid.
  4. Type the address your users see in From address.
  5. Type your company name in From name (optional).
  6. Choose Global (most accounts), or Europe (EU) only if your account was created for the EU, in Where your SendGrid account lives.
  7. Paste your SendGrid API key into API key.
  8. Select Connect provider.
Workspace settings menu with Email providers marked 1.
Email providers page with the SendGrid tile marked 2.
Connect SendGrid form with each field marked by its step number, from 3 to 8.

IvaBoard saves the key securely. After that it shows only its last few characters.

Check the connection and send a test email

  1. Select Check connection on your SendGrid card.
  2. The result shows on the card within about a minute. If it does not, reload the page.
  3. Select Send a test email once the check has passed.
  4. Reload the page to see the result.
SendGrid connection waiting for a check, with Check connection marked 1.
SendGrid connection after a passed check, with Send a test email marked 3.

The test email goes to your own verified address, not to your users. When both pass, the card shows Active. Then choose SendGrid for a product in its email sender settings. Connect your email provider explains how.

Note

If the card says "The provider refused the credential", select Replace credential on the card, paste a new key and check the connection again. If it says "The provider refused the From address", select Edit on the card and use an address that SendGrid has verified.

Turn on bounce reports

SendGrid can tell IvaBoard when an address bounces for good, or when someone marks your email as spam. IvaBoard then stops emailing that address for your workspace.

  1. Turn on signed requests in SendGrid's Event Webhook settings.
  2. Copy the verification key that SendGrid shows.
  3. Paste the verification key into Verification public key.
  4. Select Turn on bounce reports.
  5. Select Copy next to Webhook address.
  6. Set the webhook address in SendGrid's Event Webhook settings to the one you copied.
  7. Select the events for bounces and spam reports in the same settings.
SendGrid connection with its bounce key field and Turn on bounce reports marked 3 and 4.
Bounce reports on for SendGrid, with the webhook address shown once and Copy marked 5.
Note

IvaBoard shows the webhook address once. If you lose it, select New address on the card to get a new one. The old address stops working at once.

Example

For example, Sam connects SendGrid for Acme Notes. Sam types Acme Notes SendGrid in Name, [email protected] in From address, keeps Global (most accounts) in Where your SendGrid account lives and pastes the API key into API key. Then Sam selects Connect provider and checks the connection.

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