--- title: "Connect Clientify and Grist - APIANT.ai" description: "When \"New Contact\" fires in Clientify, your agent runs \"Create or Update Record\" in Grist, or \"New or Updated Record\" in Grist to \"Add task\" in Clientify." canonical: "https://apiant.ai/connect/clientify-to-grist" --- # Connect Clientify and Grist When **New Contact** fires in [Clientify](https://apiant.ai/connections/clientify), your agent runs **Create or Update Record** in [Grist](https://apiant.ai/connections/grist), or **New or Updated Record** in Grist to **Add task** in Clientify. Describe the whole flow and it is built, tested on every scenario and kept running. Clientify **3** triggers Clientify **15** actions Grist **4** triggers Grist **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Clientify and Grist 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 Clientify and Grist can do together ### From Clientify to Grist - When **New Contact** in Clientify then **Create or Update Record** in Grist - When **New Deal** in Clientify then **Create Record** in Grist ### From Grist to Clientify - When **New or Updated Record** in Grist then **Add task** in Clientify - When **New Record** in Grist then **Create Contact** in Clientify 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 Clientify and Grist ## Triggers and actions 7 triggers · 36 actions - Trigger **New Contact** Triggers when a new contact is created in Clientify. - Trigger **New Deal** Triggers when a new deal is created in Clientify. - Trigger **New Task** Triggers when a new task is created in Clientify. - Action **Add company** Creates a company in Clientify with its contact details, address, tags and custom field values. - Action **Add task** Creates a task in Clientify, optionally assigned to a user and linked to contacts, companies and deals. - Action **Create Abandoned Cart** Creates an abandoned shopping cart for a Clientify contact, with the cart's items, shop and currency. - Action **Create Contact** Creates a contact in Clientify. If a contact with the same email or phone already exists it is updated instead, unless forced insert is turned on. - Action **Create Deal** Creates a deal in Clientify, optionally linked to a contact and company and placed in a pipeline stage. - Action **Create Order** Creates an order in Clientify for a contact, with its line items. - Action **Delete contact** Deletes a contact from Clientify. - Action **Find Contact** Finds contacts by name, surname or email, optionally narrowed by phone, source, type or dates, and returns the matches. - Action **Get company** Returns the full details of a Clientify company by its id, including contact info, tags, custom fields and employees. - Action **Get contact** Returns a Clientify contact's full details, including emails, phones, addresses, tags and custom fields. - Action **Get deal** Returns a Clientify deal by its id, including amount, stage, pipeline, involved contacts and companies, tasks and custom fields. - Action **List contacts** Returns the contacts in your Clientify account, optionally filtered by name/email, phone, source, type, or created/modified dates. - Action **Update company** Updates an existing company in Clientify and returns the updated record. - Action **Update contact** Updates an existing Clientify contact's name, title, company, status and notes. Fields left blank keep their current values. - Action **Update deal** Updates an existing Clientify deal, changing only the fields you fill in. - Trigger **New or Updated Record** Triggered 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 Record** Triggered when a new row is added to a Grist table. - Trigger **New Record (Instant)** Triggers when a new Record is created - Action **Add Column** Adds a column to a table in a Grist document. - Action **Add Table** Creates a new table in a Grist document, optionally with a starting set of columns. - Action **Create Document** Creates a new document in a Grist workspace and returns its document ID. - Action **Create or Update Record** Adds 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 Record** Adds a new row to a Grist table and returns its row ID. - Action **Create Workspace** Creates a new workspace in a Grist organization and returns its ID. - Action **Delete Document** Deletes a Grist document permanently. - Action **Delete Records** Deletes one or more rows from a Grist table by row ID. - Action **Delete Workspace** Deletes a Grist workspace along with every document inside it. - Action **Find Record** Searches a Grist table for a row whose column holds a given value and returns that row's ID and column values. - Action **Get Document** Returns the details of one Grist document — its name, web address, workspace, and organization. - Action **Get Org** Returns the details of one Grist organization (team site) — its name, subdomain, owner, and your access level. - Action **Get Workspace** Returns the details of one Grist workspace, including the documents it contains. - Action **List Columns** Returns the columns of a Grist table, with each column's ID, label, and type. - Action **List Orgs** Returns every Grist organization (team site) this connection can reach. - Action **List Tables** Returns the tables in a Grist document. - Action **List Workspaces** Returns the workspaces in a Grist organization, each with the documents it contains. - Action **Run SQL Query** Runs a read-only SELECT statement against a Grist document and returns the rows. - Action **Update Document** Renames a Grist document or changes whether it is pinned. Anything left blank stays as it is. - Action **Update Record** Changes the column values of one row in a Grist table. Columns left blank keep their current values. - Action **Update Workspace** Renames a Grist workspace. ## Each app on its own - [ **Clientify** Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication...](https://apiant.ai/connections/clientify) - [ **Grist** Grist combines the flexibility of a spreadsheet with the robustness of a database to organize your data...](https://apiant.ai/connections/grist) Reviews ## What our customers say ## More from Clientify - [ **Clientify to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/clientify-to-hubspot) - [ **Clientify to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/clientify-to-salesforce) - [ **Clientify to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/clientify-to-slack) - [ **Clientify to Google Sheets** Google Sheets](https://apiant.ai/connect/clientify-to-google-sheets) - [ **Clientify to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/clientify-to-gmail) - [ **Clientify to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/clientify-to-google-calendar) ## More into Grist - [ **MySQL to Grist** Connect directly to a MySQL database and run SQL statements from your automations.](https://apiant.ai/connect/mysql-to-grist) - [ **Fillout Forms to Grist** Create powerful forms, surveys and quizzes your audience will answer with Fillout Forms.](https://apiant.ai/connect/fillout-forms-to-grist) - [ **Google Tasks to Grist** Google Tasks provides a simple to-do list and task management system integrated into Gmail and Google...](https://apiant.ai/connect/google-tasks-to-grist) - [ **Slack to Grist** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-grist) - [ **Google Calendar to Grist** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-grist) - [ **ActiveCampaign to Grist** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-grist) Questions ## Clientify and Grist, answered ### ### What can start an automation from Clientify? Any of Clientify's 3 triggers in the catalog, including New Contact, New Deal and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Grist when something happens in Clientify? 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 Clientify? Yes. When something happens in Grist, your agent can act in Clientify too. This page covers both directions: Grist's triggers and Clientify's actions are listed here as well. ### ### Do I have to build a connector for Clientify 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 Clientify 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.