Integration
Connect BackNine Insurance and SendGrid
When Case Created or Updated fires in BackNine Insurance, your agent runs Create or update contact in SendGrid, or New bounce in SendGrid to Get Appointment in BackNine Insurance. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want BackNine Insurance and SendGrid to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What BackNine Insurance and SendGrid can do together
From BackNine Insurance to SendGrid
When Case Created or Updated in BackNine Insurance
then Create or update contact in SendGrid
When Quote and Apply Application Created With Insured in BackNine Insurance
then Send an email in SendGrid
From SendGrid to BackNine Insurance
When New bounce in SendGrid
then Get Appointment in BackNine Insurance
When New global suppression in SendGrid
then Get Approved Domain in BackNine Insurance
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with BackNine Insurance and SendGrid
Triggers and actions 7 triggers · 25 actions
Trigger
Case Created or UpdatedTriggers when a BackNine case is created or updated.
Trigger
Quote and Apply Application Created With InsuredTriggers when a Quote & Apply application first has the insured's contact email.
Trigger
Quote and Apply Application UpdatedTriggers when a Quote & Apply application is created or updated.
Action
Get AppointmentReturns one carrier appointment with its advisor, carrier and status.
Action
Get Approved DomainReturns one Quote & Apply website (approved domain) and its settings.
Action
Get CaseReturns one BackNine case with its insured, carrier, product, premium and status details.
Action
Get eAppReturns one Quote & Apply application with its insured, product, agent and status.
Action
Get Pay PeriodReturns one commission pay period with its amount and payee.
Action
Get ProductReturns one insurance product with its carrier and details.
Action
List AgenciesReturns a page of agencies you can access, optionally filtered by name or email.
Action
List AgentsReturns a page of agents you can access, optionally filtered by name or email.
Action
List AppointmentsReturns a page of carrier appointments, optionally filtered by status group or carrier.
Action
List Approved DomainsReturns a page of your Quote & Apply websites (approved domains).
Action
List CasesReturns a page of BackNine cases, optionally filtered by status or policy number.
Action
List eAppsReturns a page of Quote & Apply applications (eApps), optionally filtered by insured email or completion.
Action
List PaymentsReturns a page of commission payments.
Action
List Pay PeriodsReturns a page of commission pay periods.
Action
List ProductsReturns a page of insurance products available in BackNine.
Trigger
New bouncePolls the v3 Suppression Bounces API for bounced email addresses. Emits one record per bounce.
Trigger
New global suppressionPolls the v3 Suppressions API for globally-suppressed (unsubscribed) email addresses. Emits one record per suppressed email.
Trigger
New or updated recipientTriggered when a recipient is created or updated.
Trigger
New suppressed emailTriggered when a new email is suppressed.
Action
Add to suppression groupAdd a recipient's email to a SendGrid suppression group (unsubscribe group).
Action
Create custom fieldCreates a new custom field.
Action
Create listCreates a new marketing contact list via the v3 Marketing Lists API.
Action
Create or update contactAdds or updates a marketing contact (upsert by email) via the v3 Marketing Contacts API. Optionally assigns to lists.
Action
Create or update recipientCreates a new recipient if the email does not exist, otherwise updates the existing recipient.
Action
Delete contactsDeletes one or more marketing contacts by their contact IDs via the v3 Marketing Contacts API.
Action
Get contact by emailLooks up a marketing contact by email address via the v3 Marketing Contacts search-by-emails endpoint.
Action
Remove from suppression groupRemove a recipient's email from a SendGrid suppression group (unsubscribe group).
Action
Send an emailSends an email via the v3 Mail Send API to a single recipient with subject and plain-text or HTML body.
Action
Send an email using templateSends an email via the v3 Mail Send API using a dynamic template ID. Dynamic template data is passed as a JSON object.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from BackNine Insurance
BackNine Insurance to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
BackNine Insurance to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
BackNine Insurance to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
BackNine Insurance to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
BackNine Insurance to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
BackNine Insurance to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into SendGrid
HubSpot to SendGridHubSpot is your all-in-one stop for all of your marketing software needs.
Salesforce to SendGridSalesforce is a leading enterprise customer relationship management (CRM) platform.
Slack to SendGridSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Gmail to SendGridGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Pipedrive to SendGridPipedrive is a sales CRM and pipeline management tool.
ActiveCampaign to SendGridActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
BackNine Insurance and SendGrid, answered
What can start an automation from BackNine Insurance?
Any of BackNine Insurance's 3 triggers in the catalog, including Case Created or Updated, Quote and Apply Application Created With Insured and Quote and Apply Application Updated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in SendGrid when something happens in BackNine Insurance?
Any of SendGrid's 10 actions, including Create custom field, Create list, Create or update contact and Create or update recipient. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from SendGrid to BackNine Insurance?
Yes. When something happens in SendGrid, your agent can act in BackNine Insurance too. This page covers both directions: SendGrid's triggers and BackNine Insurance's actions are listed here as well.
Do I have to build a connector for BackNine Insurance or SendGrid?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use BackNine Insurance and SendGrid without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.