Learn how to connect SendGrid to Praxsuite using an API key. Configure your sender email, validate your connection, and enable outbound email workflows, alerts, and automated communication.

Praxsuite allows you to connect a mailing provider to your Workspace so you can send emails directly from the platform. This is required before using email-based workflows, alerts, or outbound communication features.

This guide explains how to configure a SendGrid mailing account using the Mailing Engine settings.

Step 1: Open Workspace Settings

From the main Workspace view, open Settings from the left navigation menu.

This will take you to the Workspace Settings page, where administrative and integration options are managed.

Step 2: Go to the Mailing Engine tab

Inside Workspace Settings, click the Mailing Engine tab.

This section is where Praxsuite manages connected email providers and sender configurations.

You will see the available providers listed on the left side, including:

• SendGrid

• Microsoft

In this guide, we will focus on configuring SendGrid.

Step 3: Select SendGrid as your Mailing Provider

Click SendGrid from the providers list.

Praxsuite will display the provider configuration panel on the right side. This panel includes:

• Sender name

• Sender email

• Mail label

• Linked emails

• Operational state

• Provider setup (API key)

At this stage, the provider will appear as Not configured.

Step 4: Review the sender configuration

Before connecting SendGrid, complete the sender configuration fields.

Sender name

The display name that will appear as the sender of the email.

Sender email

The email address used to send emails from SendGrid.

Mail label

An internal label used to identify the mailbox or its purpose (e.g., Support, Sales, Notifications).

Step 5: Provide your SendGrid API Key

In the Provider setup section, you will be asked to enter:

API key for this connect action

Paste your SendGrid API key into the input field.

👉 Important:

• This key is used to authenticate Praxsuite with SendGrid

• It is not stored in the browser and is only used for the connection process

If the API key is missing or invalid, Praxsuite will display a validation message.

Step 6: Connect the provider

Click the Connect button.

Praxsuite will attempt to validate the API key and establish the connection with SendGrid.

If successful:

• The provider status will update

• The configuration will become active

Step 7: Confirm the linked account

Once connected, review the Operational state section.

You should see updated information such as:

• Sender identity

• Connection status

• Validation status

• Usage status (e.g., standby or active)

Unlike OAuth providers (such as Microsoft), SendGrid does not require a redirect flow. The connection is completed directly using the API key.

Step 8: Set as primary (optional)

If you want SendGrid to be your main email provider, click Set as primary.

Praxsuite will ask for confirmation before assigning it as the default provider for:

• Email sending

• Alerts

• Exports

Step 9: Save the configuration

Click Save to persist your configuration.

This ensures your sender settings and provider connection remain available for future use.

Step 10: Verify operational readiness

Before using SendGrid in production, confirm:

• A valid sender email is configured

• The API key was accepted

• The provider is connected

• The operational state shows no errors

• (Optional) The provider is set as primary

Once these conditions are met, your Workspace is ready to send emails using SendGrid.

Key things to remember

• SendGrid requires an API key instead of OAuth authentication

• The sender email must be verified in SendGrid

• The API key is used only for connection and validation

• The provider must be connected before sending emails

• You can set SendGrid as the primary provider for all outbound communication