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

Keep Ironclad 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.

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Why teams connect Ironclad and SendGrid

Stop re-entering the same information in Ironclad and SendGrid: Stacksync keeps the records they share consistent in real time, in both directions.

Two tools in the daily stack often hold overlapping information: the same people, the same companies, or the same pieces of work, described twice. The tools do different jobs, so consolidating is not the answer; the overlap just needs to stop drifting.

Stacksync syncs Signature Packets, Workflow Documents, Workflows, Records in Ironclad with Contacts, List, Segments, Categories in SendGrid in real time. You choose which records overlap, map the fields that should match, and pick a direction or let changes flow both ways. From then on, an update made in either tool is reflected in the other within seconds, without exports or copy-paste.

Because the sync is field-level, each tool keeps its own extras; only the shared data is held in agreement.

Common use cases

  • 01 Pull executed contract PDFs from Records attachments into a document store or archive as each workflow completes.
  • 02 Two-way sync Ironclad Records with a warehouse or ERP so executed-contract value, counterparty, renewal dates, and status stay current without manual re-keying.
  • 03 Reconcile transactional email activity with support tickets so agents see what a customer was sent
  • 04 Sync CRM contacts and their custom fields into SendGrid lists so campaign targeting reflects live sales data

Common sync patterns

Where both tools track people or companies: one consistent record

Contact and company details corrected in either tool update the other, so nobody works from the old version.

Where one tool produces events: mirror them in the other

Payments, replies, messages, or tickets created in one tool can create or update matching records in the other, keeping context in one place.

Where SendGrid is where the team documents or plans: keep its data fed

Information that originates in Ironclad stays current in SendGrid instead of going stale after a one-time paste.

What you can sync between Ironclad 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.

Ironclad objects SendGrid objects How this pairing syncs
Workflows The core unit of Ironclad: a live contract process (NDA, MSA, order form) moving through creation, review, approval, and signature. Launched via POST, updated via PATCH, and read for status, so contract processes move two-way between Ironclad and a database, CRM, or ERP. Categories Synced with incremental and full sync per the Stacksync docs. Workflows is specific to Ironclad and Categories to SendGrid — each maps to any object or custom field on the other side.
Records The Repository of executed and stored contracts with metadata (value, counterparty, key dates, type) and attachments; full create, read, update, and delete so signed-contract data and PDFs sync to a warehouse, ERP, or CRM. Senders Synced with incremental and full sync per the Stacksync docs. Records is specific to Ironclad and Senders to SendGrid — each maps to any object or custom field on the other side.
Entities Structured records for counterparties and other parties linked to workflows and records; read and written to keep company and vendor master data aligned with a CRM or ERP. Single Sends One-off marketing campaigns whose stats are read back for reporting. Entities is specific to Ironclad and Single Sends to SendGrid — each maps to any object or custom field on the other side.
Obligations Post-signature commitments, milestones, and renewal dates tied to contracts; synced two-way to drive renewal, compliance, and finance reporting in downstream systems. Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs. Obligations is specific to Ironclad and Unsubscribe Groups to SendGrid — each maps to any object or custom field on the other side.
Webhooks Event subscriptions that push workflow, approval, signature, document, and comment changes to Stacksync in near real time; created, listed, and deleted through the API across 40+ event types. Email Activity Synced with incremental and full sync per the Stacksync docs. Webhooks is specific to Ironclad and Email Activity to SendGrid — each maps to any object or custom field on the other side.
Workflow Approvals Per-workflow approval requests and their state; read to report approval status and cycle time, and status changes arrive live through the workflow_approval_status_changed event. Contacts Marketing recipients upserted from CRM or database records, including custom field values. Workflow Approvals is specific to Ironclad and Contacts to SendGrid — each maps to any object or custom field on the other side.

How changes propagate between Ironclad and SendGrid

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Ironclad SendGrid Sub-second propagation

DetectionIronclad notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /webhooks) fire on 40+ workflow, approval, signature, document, and comment events, and Ironclad retries a failing.

DeliveryEach detected change is written to SendGrid through its API, with automatic retries and rate-limit backoff.

SendGrid Ironclad Sub-second propagation

DetectionSendGrid notifies Stacksync of record changes through webhook events. Event Webhook posts delivery and engagement events (processed, delivered, open, click, bounce, spam report) to an HTTP endpoint.

DeliveryEach detected change is written to Ironclad through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Ironclad: Limits are enforced per account per minute by endpoint: GET Workflows 400 and POST/PATCH Workflows 40; GET Records 600 and POST/PATCH Records 200; GET Entities 600 and POST/PATCH Entities 200; Webhooks 600; all other endpoints 800. Exceeding a limit returns HTTP 429, and Ironclad recommends exponential backoff with jitter.
  • SendGrid: Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes.
What ships with Ironclad ⇄ SendGrid

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Ironclad 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 Ironclad or SendGrid record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Ironclad and SendGrid connectors work

Ironclad

Integration surface
REST/JSON Public API (CLM API) at https://na1.ironcladapp.com/public/api/v1 (NA1 and EU1 regions plus a demo/sandbox), with a native Webhooks subscription API; described by an OpenAPI 3.1 spec.
Authentication
OAuth 2.0 - Authorization Code grant (PKCE for public clients) and Client Credentials grant for server-to-server; access tokens are Bearer, expire after 6 hours, and every endpoint is gated by a resource scope. The legacy static API bearer token was deprecated on 2024-11-22.
Change detection
Native webhook subscriptions (POST /webhooks) fire on 40+ workflow, approval, signature, document, and comment events, and Ironclad retries a failing endpoint up to 10 times over about 13.6 hours with exponential backoff. Otherwise poll the list endpoints by last-updated. There is no database change-data-capture log.
Capabilities
read · write · webhooks
Rate limits
Limits are enforced per account per minute by endpoint: GET Workflows 400 and POST/PATCH Workflows 40; GET Records 600 and POST/PATCH Records 200; GET Entities 600 and POST/PATCH Entities 200; Webhooks 600; all other endpoints 800. Exceeding a limit returns HTTP 429, and Ironclad recommends exponential backoff with jitter.

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

    Choose tables

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

Ironclad and SendGrid integration FAQ

SECURITY

Security teams trust 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.

Learn more about security
SOC 2 Type II
ISO 27001
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DPF US-EU-UK-CH
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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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 460 integrations available for Ironclad and SendGrid.

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