Integration
Connect Callingly and Grist
When Call Completed fires in Callingly, your agent runs Create or Update Record in Grist, or New or Updated Record in Grist to Update or Tag Lead in Callingly. 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 Callingly and Grist 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)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 Callingly and Grist can do together
From Callingly to Grist
When Call Completed in Callingly
then Create or Update Record in Grist
When Lead Created in Callingly
then Create Record in Grist
From Grist to Callingly
When New or Updated Record in Grist
then Update or Tag Lead in Callingly
When New Record in Grist
then Call Lead in Callingly
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 Callingly and Grist
Triggers and actions 8 triggers · 33 actions
Trigger
Call CompletedTriggers when a call to a lead is made and completes in Callingly.
Trigger
Lead CreatedTriggers when a new lead is added to Callingly.
Trigger
Lead Updated or TaggedTriggers when a Callingly lead is tagged or its status, stage or result changes.
Trigger
New SMSTriggers when a text message is sent or received in Callingly.
Action
Call LeadCreates or updates a lead and immediately calls your team, connecting the first rep who answers to the lead.
Action
Delete LeadDeletes a Callingly lead.
Action
Find LeadFinds a Callingly lead by phone number and returns the first match.
Action
Get CallReturns one Callingly call by its ID, with its outcome, duration, recording and transcript.
Action
Get LeadReturns one Callingly lead by its ID, with its contact details and status.
Action
List SequencesReturns the follow-up sequences in the Callingly account.
Action
List TeamsReturns the teams in the Callingly account.
Action
List UsersReturns the users (agents) in the Callingly account.
Action
Schedule CallCreates or updates a lead and schedules a call from your team to the lead at the time you choose.
Action
Schedule SMSSchedules a text message to an existing Callingly lead for a future time.
Action
Send SMSSends a text message from one of your Callingly numbers to a lead.
Action
Update or Tag LeadUpdates a Callingly lead's details, status, stage or tags.
Trigger
New or Updated RecordTriggered when a row in a Grist table is created or updated.
Trigger
New or Updated Record (Instant)Triggers when a Record is updated, or a new Record is added.
Trigger
New RecordTriggered when a new row is added to a Grist table.
Trigger
New Record (Instant)Triggers when a new Record is created
Action
Add ColumnAdds a column to a table in a Grist document.
Action
Add TableCreates a new table in a Grist document, optionally with a starting set of columns.
Action
Create DocumentCreates a new document in a Grist workspace and returns its document ID.
Action
Create or Update RecordAdds a row to a Grist table, or updates the existing row when the match column already holds the match value. Returns the row ID.
Action
Create RecordAdds a new row to a Grist table and returns its row ID.
Action
Create WorkspaceCreates a new workspace in a Grist organization and returns its ID.
Action
Delete DocumentDeletes a Grist document permanently.
Action
Delete RecordsDeletes one or more rows from a Grist table by row ID.
Action
Delete WorkspaceDeletes a Grist workspace along with every document inside it.
Action
Find RecordSearches a Grist table for a row whose column holds a given value and returns that row's ID and column values.
Action
Get DocumentReturns the details of one Grist document — its name, web address, workspace, and organization.
Action
Get OrgReturns the details of one Grist organization (team site) — its name, subdomain, owner, and your access level.
Action
Get WorkspaceReturns the details of one Grist workspace, including the documents it contains.
Action
List ColumnsReturns the columns of a Grist table, with each column's ID, label, and type.
Action
List OrgsReturns every Grist organization (team site) this connection can reach.
Action
List TablesReturns the tables in a Grist document.
Action
List WorkspacesReturns the workspaces in a Grist organization, each with the documents it contains.
Action
Run SQL QueryRuns a read-only SELECT statement against a Grist document and returns the rows.
Action
Update DocumentRenames a Grist document or changes whether it is pinned. Anything left blank stays as it is.
Action
Update RecordChanges the column values of one row in a Grist table. Columns left blank keep their current values.
Action
Update WorkspaceRenames a Grist workspace.
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
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Questions
Callingly and Grist, answered
What can start an automation from Callingly?
Any of Callingly's 4 triggers in the catalog, including Call Completed, Lead Created, Lead Updated or Tagged and New SMS. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Grist when something happens in Callingly?
Any of Grist's 21 actions, including Create Document, Create or Update Record, Create Record and Create Workspace. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Grist to Callingly?
Yes. When something happens in Grist, your agent can act in Callingly too. This page covers both directions: Grist's triggers and Callingly's actions are listed here as well.
Do I have to build a connector for Callingly or Grist?
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 Callingly and Grist 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.