Connect SendGrid to Modern Treasury

Both apps 28SendGrid 14Modern Treasury 14

• 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.

• Action
  Add counterparty

  Creates a counterparty — a person or business you send payments to or receive payments from — optionally with its bank accounts and legal entity.

• Action
  Add expected payment

  Creates an expected payment in Modern Treasury so an incoming or outgoing payment can be reconciled automatically when it arrives.

• Action
  Add external account

  Creates an external bank account for a counterparty in Modern Treasury, with its account numbers, routing details and owner information.

• Action
  Add invoice

  Creates an invoice for a counterparty, payable to one of your internal accounts.

• Action
  Add ledger transaction

  Creates a ledger transaction made of balanced debit and credit entries against your ledger accounts.

• Action
  Add payment order

  Creates a payment order that moves money between one of your internal accounts and a counterparty's or another internal account.

• Action
  Delete counterparty

  Deletes a counterparty from your Modern Treasury organization.

• Action
  Get counterparty

  Returns a single counterparty, including its accounts, contact details and metadata.

• Action
  Get invoice

  Returns a single invoice by its ID, including its amounts, status, counterparty and line-item details.

• Action
  Get ledger transaction

  Returns one ledger transaction, including its ledger entries, status and metadata.

• Action
  Get payment order

  Returns the details of a single payment order, including its amount, status, direction and accounts.

• Action
  List internal accounts

  Returns the organization's internal (bank) accounts, optionally filtered by counterparty, legal entity, currency, status or payment capability.

• Action
  Update counterparty

  Updates an existing counterparty's name, email, external ID, legal entity, metadata, remittance-advice setting or taxpayer identifier. Returns the updated counterparty.

• Action
  Update payment order

  Updates an existing payment order, for example changing its amount, description, metadata or status (such as cancelling or approving it). Returns the updated payment order.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.