New notes in Monica CRM — Sending emails in SendGrid

The scenario catches new notes in Monica CRM and sends emails in SendGrid. Runs on its own, no manual copying.

  • Notes from Monica CRM go out as SendGrid emails on their own
  • People in email never drop out of context
  • Decisions aren't relayed by hand

How it works

To connect Monica CRM and SendGrid, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Schedule
  2. Then: Xero
  3. Then: Mandrill

You can launch this Monica CRM + SendGrid integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.