Integration pair

SendGrid + Drip

Use SendGrid and Drip together with Plandalf as the layer that ties checkout, payments, invoices, integrations, and lifecycle automation together.

Common setup

Most teams use SendGrid as their email layer and Drip as their email layer, with Plandalf in the middle handling the checkout, Offers, invoices, integrations, and the events that fire after a purchase.

See SendGrid and Drip docs for connection details.

Product surfaces behind this integration

This legacy integration URL now points builders toward the same product reality as the canonical app-pair guide: Offers, payment options, invoices, integrations, Automations, API docs, and webhooks.

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

The offer record connects the stack

Use Offers to define the product, price, checkout mode, invoice, and automation context before SendGrid and Drip receive events.

The Numi offer editor automation tab showing sequence controls beside the checkout canvas.
The Numi integrations settings page showing Stripe, PayPal, TaxJar, and Avalara connection options.

Integration settings remain visible

Confirm Stripe, PayPal, TaxJar, Avalara, and test-mode routing before sending the SendGrid and Drip path live.

Feature detail