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Overview

Firstwork integrates with SendGrid for all email delivery — from application confirmations and stage notifications to onboarding welcome emails and compliance reminders.

Setup

Get your SendGrid API key

  1. Log in to your SendGrid account
  2. Navigate to Settings > API Keys
  3. Create a new API key with Mail Send permissions

Configure in Firstwork

Go to Settings > Integrations > Email in the Firstwork dashboard and enter your SendGrid API key.

Verify sender

Ensure your sending email address is verified in SendGrid:
  • Single sender verification for testing
  • Domain authentication for production

Email Templates

Firstwork uses Company Notification Templates for email content:

Template Variables

Templates support dynamic variables for dynamic content. Variables that read Firstwork data use Object Graph paths:

Email Actions in Automations

The Send Email action is available in automations:

Common Email Automations

  • Application confirmation on submission
  • Stage transition notifications
  • Document request reminders
  • Offer letter delivery
  • Onboarding welcome emails
  • Training assignment notifications

Delivery Tracking

Firstwork tracks email delivery status:
  • Sent
  • Delivered
  • Opened (when tracking enabled)
  • Bounced
  • Failed
Failed deliveries are logged in the automation execution history for debugging.