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How to Send Emails from Shopify Flow Using SendGrid

Shopify Flow can automate a lot, but it can’t send a custom email on its own: no order confirmations in your own words, no internal alerts, no win-back messages outside Shopify’s default notifications. FlowRelay fixes that with a Send transactional email action that routes each message through an email provider you choose. Here’s how to set up SendGrid, connect it to FlowRelay, and send your first email from a Flow workflow.

What You'll Need

Step 1Create a SendGrid Account

Go to signup.sendgrid.com and create an account with your email address.

SendGrid’s free trial runs for 60 days and lets you send up to 100 emails a day, which is plenty to get FlowRelay connected and tested. After the trial, plans start with Essentials at around $19.95 a month, with Pro and Premier tiers above that for higher volume. Check the pricing page for current numbers before you commit to real volume.

Step 2Verify a Sender Identity

SendGrid won’t deliver mail until it knows who you are. In the SendGrid dashboard, open Settings → Sender Authentication.

For a quick start, click Verify a Single Sender and fill in the from name, from email address, reply-to, and your company’s address. SendGrid emails a confirmation link to that address; click it to finish.

For production sending, Domain Authentication is the better option: it verifies your whole domain rather than one address. Add the domain you want to send from, and SendGrid hands you a set of CNAME records (covering SPF and DKIM) plus a TXT record for your DMARC policy to add through your DNS host. Most major DNS providers append your domain automatically, so enter only the hostname portion of each record. Once they’re in place, click Verify; SendGrid allows up to 48 hours for the records to propagate.

Step 3Generate an API Key

Open Settings → API Keys in the SendGrid dashboard and click Create API Key.

Give it a name and choose Full Access. When you connect the key, FlowRelay checks its scopes, and if that lookup is blocked, it falls back to your account profile; a key restricted to Mail Send only is likely to fail both checks. Click Create & View and copy the key right away (it starts with SG. and is 69 characters long), since SendGrid only shows it once.

Step 4Install FlowRelay on Your Shopify Store

Install FlowRelay from the Shopify App Store and accept the requested permissions.

On first launch, FlowRelay shows a short setup checklist: set your sender name and email, connect a provider, and send a test email. The next step covers connecting SendGrid.

Step 5Connect SendGrid to FlowRelay

In FlowRelay, open Settings, find Email delivery, and click Manage providers to open the Connect email provider dialog.

Pick SendGrid from the provider list and paste in the API key you generated (it should start with SG.). FlowRelay verifies the key before saving it. If you want emails to go out under a different name or address than your account default, open Override sender and fill those in, and turn on open or click tracking if you want SendGrid to report on those events.

Click Connect. Whichever provider you connect first becomes your Primary, and FlowRelay routes all outbound mail through it. You can connect a second provider later as an automatic Fallback.

Step 6Create Your First Flow Trigger

Open Shopify Flow, create a new workflow, and pick a trigger (Order created is a common one to start with). Add the Send transactional email action; it shows up in the action list once FlowRelay is installed.

You’ll need to fill in a few fields on the action: an email address for the recipient (this can pull straight from the trigger, like the customer’s email), a subject line, and the body, which is the actual HTML content of the email. There’s also an optional preview text field for the snippet shown in inbox previews. For the body, you can write plain HTML or use Liquid to pull in order details, customer names, and other data from the workflow.

Save the workflow and turn it on.

Step 7Test Your Setup

Before you trust a live trigger, use the Send test email button in FlowRelay’s settings. It confirms SendGrid is wired up correctly and shows you where the message lands.

Once that test email arrives, run your Flow workflow under real conditions, like placing a test order, and check FlowRelay’s delivery log to confirm the email went out through SendGrid and see its delivery status.

Common Issues

“Invalid API key.”

  • FlowRelay shows this when SendGrid rejects the key outright (a 401 from the API). Double check you copied the whole string starting with SG., with no extra spaces
  • If the key was deleted or regenerated in SendGrid’s API Keys page, generate a fresh one and reconnect it in FlowRelay’s provider settings

“API key is valid but lacks required permissions.”

  • This means SendGrid accepted the key but FlowRelay couldn’t read its scopes or your account profile, which usually points to a Restricted Access key scoped to Mail Send only
  • Generate a new key with Full Access in Settings → API Keys and reconnect it in FlowRelay. SendGrid doesn’t let you widen an existing key’s permissions, so a fresh key is the only way around this

“The from address does not match a verified Sender Identity. Mail cannot be sent until this error is resolved.”

  • Open Settings → Sender Authentication in SendGrid and confirm the address you’re sending from is either a verified Single Sender or covered by an authenticated domain
  • Make sure the sender address, whether that’s in FlowRelay’s sender details or a provider’s Override sender fields, exactly matches the identity you verified, not a similar-looking address on the same domain
  • If you just finished domain authentication, give the DNS records time to propagate. SendGrid allows up to 48 hours before marking a domain verified

“Maximum credits exceeded”

  • Your SendGrid plan has run out of sends for the current period. Check Usage in the SendGrid dashboard to see where you stand and when credits reset
  • Free trial credits reset daily; paid plans reset monthly. Upgrade your plan if you’re consistently bumping into the limit
  • Connect a second provider in FlowRelay as a Fallback, so sends keep going out automatically if SendGrid runs out of credits