Connected records
Keep client context attached
SendGrid workflows stay tied to the clients, requests, projects, invoices, payments, files, and activity your team already manages in Workspace369.
SendGrid integration
SendGrid powers transactional email delivery inside Workspace369: invoices, proposals, client messages, campaigns, and reminders. This is backend infrastructure we provision and monitor for you — there is no SendGrid account to create, no API key to manage, and no sender setup to maintain. Email simply works, tied to the right client work.
Transactional email
Invoice email queued
INV-1042 to the client's billing contact
Sent through provisioned infrastructure
Delivery runs on Workspace369's managed SendGrid pipeline
Delivered — logged on the record
The send event lands beside the invoice and the client
No SendGrid account, API key, or sender setup
Operational fit
Support the work already moving
Use the integration alongside sales, scheduling, delivery, communication, billing, reporting, and accounting instead of treating it as a separate tool.
Team visibility
Give every role the same picture
Help owners, operators, finance, support, and delivery teams understand what happened without stitching together records across disconnected systems.
How it works
How SendGrid works with Workspace369
- 01
Nothing to connect
Transactional email delivery is built into the workspace. There is no SendGrid account, no API key, and no sender setup.
- 02
Send from the workflow
Invoices, proposals, client messages, campaigns, and reminders go out from the records and automations your team already uses.
- 03
We monitor delivery
Workspace369 provisions and monitors the sending infrastructure, so email keeps working without your team maintaining it.
Connected data
What moves between the systems
Invoices
Invoice emails deliver through SendGrid with the payment details attached.
Proposals
Proposal emails reach the client straight from the workspace record.
Client messages
Client messages sent from the workspace deliver through the same infrastructure.
Campaigns
Email campaigns send through the provisioned pipeline, tied to client records.
Reminders
Reminder emails from automations go out on schedule without sender maintenance.
Provisioned for you
Nothing to set up — we provision it
SendGrid is the delivery infrastructure behind transactional email in Workspace369. We run the sending setup and monitor it, so invoices, proposals, messages, campaigns, and reminders deliver without your team touching sender configuration.
- Sender infrastructure and setup
- Delivery monitoring for transactional email
- Invoice, proposal, and message delivery
- Campaign and reminder sending
- Sending maintenance on our side
- No SendGrid account, API key, or sender work
Operational fit
The connection is only useful when the team can see the context.
Workspace369 keeps the integration close to the client record, so owners, operators, finance, support, and delivery are not rebuilding the same story in separate tools.
Connect the system
Bring the external workflow beside Workspace369 records without changing the way your team names clients, jobs, invoices, and projects.
Keep context visible
Show the relevant status, event, payment, message, or record where the team already works.
Act from the workspace
Use the connected context to follow up, bill, schedule, automate, report, and keep the client moving.
In practice
What teams use SendGrid for
Sending invoices that arrive
Invoice emails deliver through the managed pipeline with the payment details attached, and the send event logs beside the invoice. There is no sender setup to maintain.
Sending proposals from the record
Proposal emails go straight from the workspace record to the client through infrastructure Workspace369 provisions and monitors. The team never touches sender configuration.
Following up on late payments automatically
Reminder emails from automations go out on schedule through the same pipeline, so follow-ups do not depend on someone remembering to send them.
FAQ
Questions about SendGrid
- Do I need a SendGrid account or API key?
- No. Email delivery is provisioned and monitored by Workspace369; there is nothing to connect or configure.
- What email does SendGrid handle?
- Transactional email sent from the workspace: invoices, proposals, client messages, campaigns, and reminders.
- Is this the same as connecting Gmail or Microsoft 365?
- No. Gmail and Microsoft 365 connections bring your business mailboxes into the shared inbox. SendGrid is the built-in infrastructure that delivers the email the workspace sends.
- Who maintains the sending setup?
- Workspace369 provisions and monitors the sending infrastructure, so your team never manages sender configuration.
Keep exploring
Related pages
Next step
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