SendGrid Upfirst

SendGrid + Upfirst Integrations, Built by an AI Agent

Put SendGrid + Upfirst to work with AI and enterprise-grade automation

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See the kind of workflows teams build with SendGrid and Upfirst below — describe the exact one you want above and the Agent builds it on demand.

SendGrid + Upfirst When a call is completed in Upfirst, trigger an email notification via SendGrid. See details
Send follow-up emails to new chat leads When a lead is captured by Upfirst, automatically send a welcome and follow-up email from SendGrid to continue the conversation. See details
Draft email responses when chat conversation is handed off When a customer chat is handed off in Upfirst, automatically generate a draft email in SendGrid with conversation details ready for rep review. See details
Generate bot summaries and support tickets from incoming emails When a new customer email is received in SendGrid, send the text to Upfirst to generate an automated answer or open a support ticket. See details

Browse the full workflow library →

Looking to achieve something else with SendGrid and Upfirst?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for SendGrid and Upfirst

Everything SendGrid and Upfirst can do inside a workflow — the triggers that start one and the actions that run when it fires.

SendGrid Explore SendGrid →

SendGrid is a cloud-based customer communication platform that provides reliable transactional and promotional email delivery via API.

Actions
Send Email

Send an email to one or more recipients.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Find List by Name

This action searches for a specific list in SendGrid using the list name as an input and outputs the information of the list that matches the input name.

Create or Update Contact

This action allows you to add or update a Contact in SendGrid. You can use this action to add the contact to the list.

Upfirst Explore Upfirst →

Upfirst is an artificial intelligence platform designed to automate administrative tasks and customer inquiry handling.

Triggers
Call Completed

Triggers when a call is completed so you can follow up, update records, and take any necessary post-call actions.

Call Started

Triggers when a call is answered so you can instantly log details, notify a team member, or start other workflows.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about SendGrid + Upfirst

Is there a pre-built SendGrid + Upfirst automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches SendGrid and Upfirst's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built SendGrid or Upfirst connector?

No. The Agent works whether or not SendGrid or Upfirst already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do Upfirst and SendGrid work together?

Connecting them bridges live website chat and email, letting you email chat leads, save conversation context, and generate AI draft responses for incoming emails.

Can chat transcripts from Upfirst be sent automatically via email?

Yes, when leads or support conversations end in Upfirst, summary emails or follow-up drafts can be created automatically in SendGrid.

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