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ERP ⇄ Business productivity

Plex ERP to SendGrid integration — real-time, two-way sync

Keep Plex ERP 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 Plex ERP and SendGrid

Bridge the tools people work in and the system the business runs on: real-time, two-way sync between SendGrid and Plex ERP.

The ERP holds the records the business is run on, and it is rarely where day-to-day work happens. SendGrid is closer to the work, and the two often need the same facts about the same people, organizations, and transactions. Bridging them by hand, or by nightly file transfer, leaves each side out of date for hours at a time.

Stacksync syncs Unsubscribe Groups, Email Activity, Contacts, List in SendGrid with Production jobs, Sales orders, Purchase orders, Customers in Plex ERP bi-directionally and in real time, with field-level mapping and rules for which system wins on conflict. Changes made where the work happens reach the system of record within seconds, and the reverse.

Common use cases

  • 01 Reconcile transactional email activity with support tickets so agents see what a customer was sent
  • 02 Sync CRM contacts and their custom fields into SendGrid lists so campaign targeting reflects live sales data
  • 03 Feed quality and scrap data to dashboards supervisors check without logging into Plex.
  • 04 Sync production and inventory data from Plex into a warehouse or Postgres for plant-level analytics.

Common sync patterns

Where SendGrid faces customers and Plex ERP carries account records

Order, invoice, or account status from Plex ERP appears alongside the customer in SendGrid, so front-line teams answer from live data.

Where SendGrid collects payments: transactions post through

Payment events sync into Plex ERP as they occur, keeping the enterprise records current without manual entry.

Where Plex ERP is the HR or people system of record

Worker and organization data from Plex ERP stays current in SendGrid, so the tools people use daily reflect the org as it actually is.

What you can sync between Plex ERP 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.

Plex ERP objects SendGrid objects How this pairing syncs
Shipments Outbound logistics records synced to trading partners and tracking systems Categories Synced with incremental and full sync per the Stacksync docs. Shipments is specific to Plex ERP and Categories to SendGrid — each maps to any object or custom field on the other side.
Quality records Checksheet and inspection data pulled into plant dashboards Senders Synced with incremental and full sync per the Stacksync docs. Quality records is specific to Plex ERP and Senders to SendGrid — each maps to any object or custom field on the other side.
Parts Item master records shared with CRM, e-commerce, and planning tools Single Sends One-off marketing campaigns whose stats are read back for reporting. Parts is specific to Plex ERP and Single Sends to SendGrid — each maps to any object or custom field on the other side.
Inventory On-hand balances and locations replicated for visibility outside the plant system Unsubscribe Groups Synced with incremental and full sync per the Stacksync docs. Inventory is specific to Plex ERP and Unsubscribe Groups to SendGrid — each maps to any object or custom field on the other side.
Production jobs Shop-floor work records combining ERP and MES data for output reporting Email Activity Synced with incremental and full sync per the Stacksync docs. Production jobs is specific to Plex ERP and Email Activity to SendGrid — each maps to any object or custom field on the other side.
Sales orders Demand records written in from e-commerce or EDI channels and read out for fulfillment status Contacts Marketing recipients upserted from CRM or database records, including custom field values. Sales orders is specific to Plex ERP and Contacts to SendGrid — each maps to any object or custom field on the other side.

How changes propagate between Plex ERP 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.

Plex ERP SendGrid Interval-based propagation

DetectionStacksync polls Plex ERP for changes on an incremental schedule, reading only records changed since the previous pass. Polling.

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

SendGrid Plex ERP 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 Plex ERP through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Plex ERP: Subject to the platform's API rate limits.
  • SendGrid: Subject to the platform's API rate limits; contact upserts are batched, asynchronous jobs rather than per-row writes.
What ships with Plex ERP ⇄ SendGrid

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Plex ERP 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 Plex ERP or SendGrid record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Plex ERP and SendGrid connectors work

Plex ERP

Integration surface
REST APIs plus legacy SOAP web services
Authentication
API keys issued through the Plex Developer Portal
Change detection
polling; no general-purpose change webhooks
Capabilities
read · write
Rate limits
subject to the platform's API rate limits

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

    Choose tables

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

Plex ERP 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
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:

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 390 integrations available for Plex ERP and SendGrid.

Popular · 8 of 390
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