--- title: "Connect LiveSwitch and SendGrid - APIANT.ai" description: "When \"New Contact Matching Filter\" fires in LiveSwitch, your agent runs \"Create or update contact\" in SendGrid." canonical: "https://apiant.ai/connect/liveswitch-to-sendgrid" --- # Connect LiveSwitch and SendGrid When **New Contact Matching Filter** fires in [LiveSwitch](https://apiant.ai/connections/liveswitch), your agent runs **Create or update contact** in [SendGrid](https://apiant.ai/connections/sendgrid), or **New bounce** in SendGrid to **Find Contact by ID** in LiveSwitch. Describe the whole flow and it is built, tested on every scenario and kept running. LiveSwitch **5** triggers LiveSwitch **21** actions SendGrid **4** triggers SendGrid **10** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want LiveSwitch and SendGrid to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What LiveSwitch and SendGrid can do together ### From LiveSwitch to SendGrid - When **New Contact Matching Filter** in LiveSwitch then **Create or update contact** in SendGrid - When **New Conversation Matching Filter** in LiveSwitch then **Send an email** in SendGrid ### From SendGrid to LiveSwitch - When **New bounce** in SendGrid then **Find Contact by ID** in LiveSwitch - When **New global suppression** in SendGrid then **Find Contact by Phone** in LiveSwitch 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 LiveSwitch and SendGrid ## Triggers and actions 9 triggers · 31 actions - Trigger **New Contact Matching Filter** Triggers when a new contact appears in your LiveSwitch organization, optionally limited to contacts matching a filter. - Trigger **New Conversation Matching Filter** Triggers when a new conversation is created in LiveSwitch, optionally limited to conversations matching a filter. - Trigger **New Guided Instructions** Triggers when a new set of guided instructions is added to your LiveSwitch organization, returning its name, description, where it is shown and its steps. - Trigger **New Project** Triggers when a new project appears in LiveSwitch, optionally limited by status, contact or external ID. - Trigger **New Tag** Triggers when a new tag is created in LiveSwitch. - Action **Create Conversation** Creates a LiveSwitch conversation, such as a live call, recording request, photo session or scheduled call, for a new or existing contact. Returns the conversation with its join and review links. - Action **Create Project** Creates a project in LiveSwitch with a name, status, address, tags, associated contacts and custom attributes, and returns the new project including its links. - Action **Create Tag** Creates a tag in your LiveSwitch organization, with an optional display color, and returns the new tag. - Action **Find All Tags** Returns the tags in your LiveSwitch organization, optionally narrowed by a filter and sorted in the order you choose. - Action **Find Contact by ID** Returns a single LiveSwitch contact by its id, including its name, email, phone and custom attribute values. - Action **Find Contact by Phone** Returns the LiveSwitch contact that has the given phone number, including its custom attributes. - Action **Find Conversation by ID** Returns one LiveSwitch conversation by its ID, including its join and review links, status, contact, tags, notes and custom attributes. - Action **Find Conversations** Returns the conversations in your LiveSwitch organization that match an optional filter, most recent first unless you choose another order. - Action **Find Document by ID** Returns a single LiveSwitch document, either a snapshot or an uploaded file, with its project, conversation, tags and links. - Action **Find Form by ID** Returns a LiveSwitch form by its id, including its name, headline, notes and the fields it collects. - Action **Find Form Submission by ID** Returns a single form submission by its id, including the form, contact and conversation it belongs to and the answers given. - Action **Find Guided Instructions** Returns the guided instructions in your LiveSwitch organization that match the specified filter or conversation type. - Action **Find Project by ID** Returns a single LiveSwitch project by its ID, including its status, share links, tags, contacts and custom attributes. - Action **Find Projects** Returns the projects in your LiveSwitch organization, optionally narrowed by status, external ID, contact or a custom filter. - Action **Find Recording by ID** Returns one LiveSwitch recording by its ID, including its public link, thumbnail, type, status and tags. - Action **Find Recordings by Conversation** Returns the recordings that belong to a LiveSwitch conversation, including their public links, status and tags. - Action **Find Recordings by Project** Returns the recordings that belong to the specified project, including their public links, status, type and tags. - Action **Get Current User (Me)** Returns the LiveSwitch user the connected account is signed in as, including their name, contact details and organization. - Action **Get Organization Settings** Returns the settings of the organization you are logged in to, including its default country code, whether recordings start automatically, and whether SMS is enabled. - Action **Update Conversation** Updates a conversation's name, notes, tags, contact, project or assigned user in LiveSwitch and returns the updated conversation. - Action **Update Tag** Updates the name or display color of an existing tag and returns the updated tag. - Trigger **New bounce** Polls the v3 Suppression Bounces API for bounced email addresses. Emits one record per bounce. - Trigger **New global suppression** Polls the v3 Suppressions API for globally-suppressed (unsubscribed) email addresses. Emits one record per suppressed email. - Trigger **New or updated recipient** Triggered when a recipient is created or updated. - Trigger **New suppressed email** Triggered when a new email is suppressed. - Action **Add to suppression group** Add a recipient's email to a SendGrid suppression group (unsubscribe group). - Action **Create custom field** Creates a new custom field. - Action **Create list** Creates a new marketing contact list via the v3 Marketing Lists API. - Action **Create or update contact** Adds or updates a marketing contact (upsert by email) via the v3 Marketing Contacts API. Optionally assigns to lists. - Action **Create or update recipient** Creates a new recipient if the email does not exist, otherwise updates the existing recipient. - Action **Delete contacts** Deletes one or more marketing contacts by their contact IDs via the v3 Marketing Contacts API. - Action **Get contact by email** Looks up a marketing contact by email address via the v3 Marketing Contacts search-by-emails endpoint. - Action **Remove from suppression group** Remove a recipient's email from a SendGrid suppression group (unsubscribe group). - Action **Send an email** Sends 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 template** Sends an email via the v3 Mail Send API using a dynamic template ID. Dynamic template data is passed as a JSON object. ## Each app on its own - [ **LiveSwitch** LiveSwitch is a video business communication company that provides instant connectivity between customers...](https://apiant.ai/connections/liveswitch) - [ **SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connections/sendgrid) Reviews ## What our customers say ## More from LiveSwitch - [ **LiveSwitch to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/liveswitch-to-salesforce) - [ **LiveSwitch to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/liveswitch-to-slack) - [ **LiveSwitch to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/liveswitch-to-mailchimp) - [ **LiveSwitch to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/liveswitch-to-stripe) - [ **LiveSwitch to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/liveswitch-to-shopify) - [ **LiveSwitch to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/liveswitch-to-quickbooks-online) ## More into SendGrid - [ **HubSpot to SendGrid** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sendgrid) - [ **Salesforce to SendGrid** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sendgrid) - [ **Slack to SendGrid** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-sendgrid) - [ **Gmail to SendGrid** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sendgrid) - [ **Pipedrive to SendGrid** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-sendgrid) - [ **ActiveCampaign to SendGrid** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-sendgrid) Questions ## LiveSwitch and SendGrid, answered ### ### What can start an automation from LiveSwitch? Any of LiveSwitch's 5 triggers in the catalog, including New Contact Matching Filter, New Conversation Matching Filter, New Guided Instructions and New Project. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in SendGrid when something happens in LiveSwitch? 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 LiveSwitch? Yes. When something happens in SendGrid, your agent can act in LiveSwitch too. This page covers both directions: SendGrid's triggers and LiveSwitch's actions are listed here as well. ### ### Do I have to build a connector for LiveSwitch 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 LiveSwitch 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.