Skip to content
Accounting and finance ⇄ Business productivity

Rillet to SendGrid integration — real-time, two-way sync

Keep Rillet and SendGrid in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Rillet and SendGrid

Connect the financial records in Rillet with the work happening in SendGrid, so both stay current without exports or copy-paste.

Rillet holds the financial truth: who the customers are, what they were billed, what they paid. SendGrid is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.

Stacksync keeps Account, Customer, Vendor, Invoice in Rillet and Senders, Single Sends, Unsubscribe Groups, Email Activity in SendGrid in sync, bi-directionally and in real time. Whatever records SendGrid keeps and whatever events it produces, the overlap with Rillet is mapped field by field, and a change on either side shows up on the other within seconds.

There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.

Common use cases

  • Sync AR and collection status back to customer success tools ahead of renewals.
  • Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
  • Write bounces, spam reports, and unsubscribes back to the CRM to keep email opt-in status accurate everywhere
  • Stream Event Webhook engagement data into a Postgres database or warehouse for campaign and deliverability reporting

Where SendGrid tracks people or companies: one identity

A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.

Where SendGrid is a docs or knowledge workspace: reference data kept fresh

Figures teams rely on, like customer status or outstanding balances, stay current wherever SendGrid surfaces them instead of going stale after a one-time paste.

Where SendGrid handles customer conversations: billing context in view

Front-line teams see invoice and payment status from Rillet next to the customer they are helping, without logging into the finance system.

What you can sync between Rillet and SendGrid

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Rillet objects SendGrid objects
Invoice Synced with incremental and full sync per the Stacksync docs. Segments Query-based contact groups whose membership SendGrid computes from contact fields.
Credit Memo Synced with incremental and full sync per the Stacksync docs. Categories Synced with incremental and full sync per the Stacksync docs.
Bill Synced with incremental and full sync per the Stacksync docs. Senders Synced with incremental and full sync per the Stacksync docs.
Journal Entry Synced with incremental and full sync per the Stacksync docs. Single Sends One-off marketing campaigns whose stats are read back for reporting.
Invoice Payment Synced with incremental and full sync per the Stacksync docs. Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs.
Charge Synced with incremental and full sync per the Stacksync docs. Email Activity Synced with incremental and full sync per the Stacksync docs.
What ships with Rillet ⇄ SendGrid

Connect Rillet and SendGrid for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Rillet–SendGrid connection.

Real-time

Two-way sync

Changes in Rillet or SendGrid instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rillet or SendGrid data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Rillet or SendGrid record.

Observability

Monitoring

Track your Rillet ⇄ SendGrid sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Rillet and SendGrid.

How the Rillet and SendGrid connectors work

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide

SendGrid

Integration surface
REST API (v3)
Authentication
API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG")
Change detection
Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint; contact and list changes are detected by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes
SendGrid setup guide
How it works

How to connect Rillet to SendGrid — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Rillet and SendGrid with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Rillet connected
    SendGrid connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Rillet and SendGrid objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Rillet ⇄ SendGrid
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Rillet SendGrid
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Rillet and SendGrid integration FAQ

SECURITY

Security teams love Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Rillet and SendGrid.

Popular · 8 of 386
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.