App integrations

email

Connect SendGrid to the platforms you already sell with

Use Plandalf to connect SendGrid with checkout pages, payment flows, email tools, CRM records, access systems, tax engines, and webhooks.

How it works

Plandalf is the commerce layer between apps

SendGrid keeps doing what it is best at. Plandalf handles the offer, checkout, buyer fields, payment context, invoice data, and post-purchase events that every other app needs.

SendGrid is a transactional email platform. There's no visual workflow builder for promo enrolment, so that path flows through Zapier or a direct Custom API call from the system that triggers each send — see those tabs for the setup. ## What Plandalf does here - **Countdown in dynamic templates** — Handlebars-style `{{email}}` substitutes into the `<img src>` query string at render time, as long as the Mail Send API call includes `email` in `dynamic_template_data`.

Search paths

Pages this hub can feed

Product surfaces to check before wiring SendGrid

A useful SendGrid integration page should show where the operator configures Offers, payment options, invoices, Automations, integrations, and API settings before a developer ships the flow.

The Numi offer editor showing layout, product, theme, automation, invoice, and settings controls.

Offer setup before anything syncs

SendGrid receives cleaner data when the offer, product, price, checkout mode, invoice, and automation path are defined first.

The Numi offer editor automation tab showing sequence controls beside the checkout canvas.

Follow-up starts from the purchase event

SendGrid should get buyer, product, coupon, invoice, and offer context from the purchase event instead of a disconnected form submit.

The Numi offer editor showing hosted checkout mode controls.

Checkout can live on the site or app

SendGrid can launch a hosted checkout, buy button, embedded flow, or SDK checkout depending on where the buyer starts.

Feature detail