How to integrate TimeRex with SendGrid to add user information registered in TimeRex as a contact in SendGrid

Step 1: Connect TimeRex and SendGrid with MyApp

First, register the apps you will use with MyApp.
By registering in advance, you can set up the flow smoothly.

Let's start with the registration of TimeRex.
Access MyMenu on the left side of the Yoom screen and click the new connection button on the right side of the screen.

Next, enter TimeRex in the search window and select "TimeRex" from the displayed options.

"Account Name" → Set as desired
"Access Token" → yoom

Once set, click "Add".

Next, register SendGrid.
Similarly, enter SendGrid in the search window and select "SendGrid" from the displayed options.
The following screen will be displayed, so set it up.

"Account Name" → Set as desired
"Access Token" → Obtain and set it in SendGrid

Once the setup is complete, click "Add".

If TimeRex and SendGrid are displayed in MyApp, the registration is complete.

Step 2: Set the TimeRex "When Webhook is Received" Trigger

Now, let's proceed with the automation settings!
Click "Try it" on the banner below to copy the flow bot.

When you click, an image like the one below will be displayed, so press OK.

When the following screen is displayed, let's check the "Title" and "Description".
If changes are necessary, you can click on the relevant part to make changes.
First, let's click to set up "When a Webhook is received" in TimeRex.

When the following screen is displayed, let's make the settings below.

"Title" → Can be changed if necessary
"Account information linked with TimeRex" → Check if the account is correct
"Trigger Action" → When a Webhook is received

Once the settings are complete, click "Next".

Let's set up the Webhook.
A screen like the one below will be displayed, so copy the Webhook URL and set it up in TimeRex.
Once the setup is complete, execute the action that triggers it and run "Test".
If successful, click "Save" to complete.

Step 3: Set up the SendGrid "Add Contact to Contact List" Action

The TimeRex Webhook triggers the flow for both "Add Event" and "Delete Event".
Therefore, add a "Branch" command operation so that the flow proceeds only for "Add Event".
※ The branching feature (operation) is available in the Mini Plan and above. Paid plans like the Mini Plan offer a 2-week free trial.

Since we are using a template this time, no setup is required, so let's check the content!
When you click "Branch", it will be displayed as follows.
The branching condition is, <span class="mark-yellow">Webhook Type = event_confirmed</span>.
Once confirmed, click "Save".

Next, click "Add New Contact to Contact List" in SendGrid.
When the following screen is displayed, make the settings.

"Title" → Can be changed if necessary
"Account information linked with SendGrid" → Check if the account is correct
"Action" → Add New Contact to Contact List

Once the settings are complete, click "Next".

Let's set the details.
The "Email Address" and "Name" to be registered use the output obtained from the trigger action.
By using the output, you can register with the appropriate values each time the flow is triggered!
※ For more details about the output, please see here.
Also, in TimeRex, the "Name" output combines the last name and first name, but the SendGrid registration fields separate them.
This time, we are setting it by adding the "Name" output to the "Last Name" field.

When you click the input field, candidates will appear below, so click each one to input.

Let's set the list to add.
When you click the input field, candidates will be displayed, so select and input.
Run "Test", and if successful, click "Save".

Step 4: Verify the Automation between TimeRex and SendGrid

Finally, click "Turn ON Trigger" to complete the automation setup.
Let's check if the flow bot starts correctly.

Thank you for completing the setup!

Other Automation Examples Using SendGrid

There are many other examples of automation using SendGrid in Yoom, so let me introduce a few.

1. Add a buyer to the SendGrid contact list when an order is placed on Shopify

The first example is the integration flow with Shopify. By quickly registering buyer information in SendGrid, you can immediately start email marketing initiatives.

2. Register customer information in SendGrid when a new conversation is created in Intercom

Next, we introduce integration with Intercom. For companies or departments with a high volume of inquiries, automating customer registration can reduce manual work and allow them to focus on their tasks.

3. Send an email with SendGrid when the status is updated in Google Sheets

The last flow to introduce is sending an email with SendGrid triggered by an update in Google Sheets. This eliminates the need to manually enter the recipient and email content, helping to avoid transcription errors and missed sends.

Summary

By integrating TimeRex with SendGrid, efficient customer information management can be achieved. Utilizing this automation eliminates the need for manual data transfer, potentially speeding up customer response times and enabling efficient centralized data management. This can lead to improved customer satisfaction and increased operational efficiency.
Be sure to incorporate automation with Yoom into your operations and experience the efficiency for yourself!