connect2​Sendgrid

Still copying order details into emails every time you post a sales document in Business Central? OmniConnect by Codeunit connects Business Central with SendGrid to dispatch transactional emails automatically — the moment each document is processed.

Built for sales operations and customer service teams, the connector ensures customers receive timely, personalised communications without manual effort.

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What It Does

• Sales Order Confirmations — When a sales order confirmation is posted, an email is sent immediately to the customer with complete order data including line items, quantities, dates, and pricing — all ready for your SendGrid template. To, CC, and BCC recipients are fully supported and automatically deduplicated.
• Shipment Notifications — Shipping events trigger automatic dispatch emails enriched with shipment details, tracking numbers, and delivery URLs so customers can follow their order to the door. Attachments such as shipping documents are included when present.
• Invoices and Credit Memos — Posted invoices and credit memos are delivered as emails with full line-level data including invoice numbers, amounts, and VAT breakdowns. Lines are grouped by charge type — goods, freight, rounding, and no-charge — for clean template rendering. PDF attachments are included automatically when available.
• Custom Message Envelopes — Any Business Central event can trigger a custom SendGrid email via the flexible envelope flow. The envelope carries structured data, a configurable subject, optional text content, and file attachments, with the template selected at send time.

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Key Benefits

• Automated Customer Communications — Confirmations, shipments, invoices, and credit memos are sent automatically at the moment of posting, eliminating manual email tasks.
• Dynamic Template Personalisation — Every email carries structured data from Business Central, giving SendGrid templates access to full header, line item, customer, and company details.
• Shipment Tracking in Every Notification — Shipment emails automatically include carrier tracking numbers and URLs so customers always know where their order is.
• Attachment Support — Documents attached to Business Central records — such as PDF invoices or shipping labels — are automatically included as email attachments.
• Recipient Flexibility — To, CC, and BCC recipients are fully configurable per document, with automatic deduplication to prevent duplicate messages.
• Charge-Type Line Grouping — Line items are categorised as standard, freight, rounding, or no-charge, enabling templates to render accurate financial summaries without custom logic.
• Extensible Envelope Messaging — The envelope flow allows any Business Central event to trigger a customised SendGrid email, supporting communication needs beyond the built-in document types.
• Enterprise-Grade Delivery — Emails are delivered through SendGrid's enterprise infrastructure for reliable, high-volume delivery across all major email providers.

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OmniConnect Portal — included with your integration

Every integration comes with access to the OmniConnect Portal — giving you full insight into everything flowing between your connected systems. Get notified when something requires your attention, and correct data or resubmit failed transactions on the fly — all from a single interface.

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Built for your business

Need something more? OmniConnect connectors are continuously developed and extended based on customer feedback. If your workflow requires an integration or feature that isn't listed here, get in touch — we tailor our connectors to fit your business.