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Email & messaging

Genipy and SendGrid

This integration is coming soon. Quote, renewal and onboarding emails sent through SendGrid from your own domain and templates, triggered from internal tools your team runs on Genipy.

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About

What is SendGrid?

SendGrid is an email delivery service owned by Twilio. Twilio sells it for sending automated email at high volume, plus a separate product for marketing campaigns. Software hands it messages such as order confirmations or password resets, and it delivers them. Companies use it to send automated customer emails and campaigns from their own domain, once that domain is verified with SendGrid. The catch is setup. Plugging the Email API into your own process means writing code, so a rep who wants a contract reminder or an onboarding sequence usually waits for an engineer to get to it.

Use cases

What you can do

  • Send a branded “quote sent” email to a customer from your own domain, using your template, the moment a rep marks the quote as sent.
  • Email contract reminders to customers whose signature is still missing, with the deal name and the date filled in automatically.
  • Send renewal notices on a schedule you define, with each account’s renewal date and owner included.
  • Start an onboarding email sequence for a customer when a deal moves to closed won.
  • Notify a rep by email when a quote is about to expire, a discount approval is waiting or a renewal date is getting close.

Setup

How it works

An admin pastes a SendGrid API key once, on Genipy’s Integrations page. Genipy checks the key with SendGrid, then the admin chooses which tools may send with it. Your SendGrid account and templates stay as they are. Describe the tool to your AI, for example: “Build a closed-won tracker: when I mark a deal as closed won, send the customer our welcome email through SendGrid and email the account manager.” When it’s ready, you click Publish. Every version passes automatic checks before your team can open it. Invite the team by email: Editors and Owners can send, Viewers only read.

Questions

Genipy and SendGrid FAQ

What teams ask before they connect SendGrid. Can’t find yours? We’ll answer in a demo.

Who’s behind Genipy

  • Christopher LafayChristopher LafayCo-founder & CTO · Has been coding since he was 9.LinkedIn
  • Alexandre ReynalAlexandre ReynalCo-founder & CEO · Had the ideas but not the technical skills to build them.LinkedIn

They built Genipy so you can put your ideas to work securely, without writing code. Ask them anything in a 30-minute demo.

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01What can a team build with the SendGrid integration in Genipy?

Teams send a branded “quote sent” email from their own domain when a rep marks a quote as sent, email contract reminders to customers who have not signed and send renewal notices. Others start an onboarding sequence when a deal moves to closed won.

02Why use Genipy with SendGrid instead of SendGrid alone?

Plugging the Email API into your own process normally means writing code, so a rep who wants a contract reminder waits for an engineer. With Genipy, someone on the team describes the tool to your AI and publishes it. Your SendGrid account and templates stay as they are.

03Can a Genipy tool send emails through SendGrid?

Yes. A tool can send emails through your SendGrid account, using your templates, when something happens in the tool, such as a quote marked as sent or a deal moved to closed won. Which emails go out, and when, is whatever you describe to your AI.

04How do we connect SendGrid to Genipy?

An admin of your workspace opens Genipy’s Integrations page and pastes a SendGrid API key. Genipy checks the key with SendGrid before saving the connection. The admin then chooses which tools may use it, and one connection serves several tools. Genipy gives your AI the setup link.

05Who can trigger emails from a tool, and where does the API key live?

Only people you invite to the tool, by email. Viewers can read, while sending needs an Editor or an Owner, enforced by the server. The API key is stored encrypted on Genipy’s servers and never appears in the tool’s code, in your conversation with your AI or to people who use the tool.

06Do I need to verify my domain or sender address in SendGrid?

Yes. SendGrid requires you to authenticate or verify your sender identity. You can verify a single sender address, or authenticate your domain, and SendGrid then treats sender addresses on that exact domain as verified. You set this up in your SendGrid account before a tool sends anything.

07What is the difference between SendGrid and sending from Gmail or Outlook?

Gmail and Outlook are mailboxes: a person writes and sends from their own address. SendGrid is a delivery service built for software that sends automated emails at volume, from your domain. Which one fits depends on whether the email should look personal from a rep or automatic from the company. Many teams use both in different tools.

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