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Business productivity ⇄ Accounting and finance

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

Keep SendGrid and Workday 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

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Why teams connect SendGrid and Workday

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

Workday 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 Customers and Invoices, Journal Entries, Custom Reports (RaaS), Workers in Workday and Categories, Senders, Single Sends, Unsubscribe Groups in SendGrid in sync, bi-directionally and in real time. Whatever records SendGrid keeps and whatever events it produces, the overlap with Workday 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

  • Import journal entries from external billing or expense systems into Workday Financials.
  • Keep supervisory-organization hierarchies aligned with planning and workforce tools that model the same structure.
  • 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 handles customer conversations: billing context in view

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

Where SendGrid collects payments or triggers charges: events land in Workday

Payment and charge activity flows into Workday as it happens, so the books reflect reality without manual reconciliation.

What you can sync between SendGrid and Workday

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.

SendGrid objects Workday objects
Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs. Compensation Pay components read into payroll, planning, and equity systems under strict access control.
Email Activity Synced with incremental and full sync per the Stacksync docs. Time Off and Absence Balances and requests synced with scheduling and workforce tools.
Contacts Marketing recipients upserted from CRM or database records, including custom field values. Payroll Results Completed pay data exported to finance and benefits systems.
List Synced with incremental and full sync per the Stacksync docs. Suppliers Workday Financials vendor records aligned with procurement tools.
Segments Query-based contact groups whose membership SendGrid computes from contact fields. Customers and Invoices Financials receivables objects synced for billing visibility where Workday Financials is used.
Categories Synced with incremental and full sync per the Stacksync docs. Journal Entries Accounting entries imported from external subledgers into Workday Financials.
What ships with SendGrid ⇄ Workday

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever SendGrid or Workday 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 SendGrid or Workday record.

Observability

Monitoring

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

Trading partners

EDI

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

How the SendGrid and Workday connectors work

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

Workday

Integration surface
SOAP Workday Web Services (WWS), a REST API, and Reports-as-a-Service (RaaS) endpoints for custom reports
Authentication
OAuth 2.0 for the REST API; integration system users with WS-Security or certificate-based auth for SOAP
Change detection
Polling, including transaction-log criteria on SOAP operations to fetch objects changed since a given moment; no general webhook surface
Capabilities
read · write
How it works

How to connect SendGrid to Workday — 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 SendGrid and Workday 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
    SendGrid connected
    Workday connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the SendGrid and Workday 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 · SendGrid ⇄ Workday
    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
    SendGrid Workday
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

SendGrid and Workday 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 SendGrid and Workday.

Popular · 8 of 386
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