DataScope Forms + SendGrid

Send emails in SendGrid when new pdfs arrive in DataScope Forms

Initiate an email via SendGrid whenever there's a New PDF in DataScope Forms with this seamless automation process. It's a simple way to keep yourself or your team updated on important PDFs without having to manually check the DataScope Forms. Save time and increase efficiency with this straightforward email notification workflow.

When this happens...
Forms: New PDF
Triggers when a new PDF is generated (by email backup or autonotify). Only one active Zap per form.
TriggerInstant
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Send Email
Send an email to one or more recipients.
ActionWrite

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Supported triggers and actions

- Form
Trigger
Instant
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Findings: New Finding
Triggers when a finding is created. Only one active Zap per account.
Trigger
Instant
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- FormRequired
Trigger
Instant
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- Form
Trigger
Instant
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- Form
Trigger
Instant
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- Form Status
- Form Name
- Form Code
Action
Write
- Data TemplateRequired
- Emails to notify
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Create or Update Contact
This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.
Action
Write

Findings: Changed Status
Triggers when a finding changes its status. Only one active Zap per account.
Trigger
Instant
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- FormRequired
Trigger
Instant
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- Form
Trigger
Instant
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- Form
Trigger
Instant
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- Form NameRequired
- User EmailRequired
- Location Name
- Location Address
- Task Instructions
- Task Date
- Assign ID
- Hours to Perform Task
- Location Phone
- Location Code
- Location Email to Notify
- Company Name
- Company Legal ID
- Latitude
- Longitude
- Make this task mandatory (All users must answer to the task)
- Allow the task to be answered after the due date has been reached
Action
Write
- Form NameRequired
- From CodeRequired
- Question NameRequired
- Question ValueRequired
Action
Write
- ToRequired
- FromRequired
- From Name
- Reply To
- SubjectRequired
- Text
- HTML
Action
Write
Find List by Name
This action searches for a specific list in SendGrid using the list name as an input and outputs the information of the list that matches the input name.
Action
Write