Connect Digital Practice and Grist

Both apps 55Digital Practice 30Grist 25

• Trigger
  New Account

  Triggers when a new account is added to your company's chart of accounts.

• Trigger
  New Client

  Triggers when a new client is added to your Digital Practice company.

• Trigger
  New Contact

  Triggers when a new contact is added to your Digital Practice CRM.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Digital Practice, including its client and line items.

• Trigger
  New Lead

  Triggers when a new lead is added to your Digital Practice CRM.

• Trigger
  New Product

  Triggers when a new product or service is added in Digital Practice.

• Trigger
  New Project

  Triggers when a new project is added to your Digital Practice company.

• Trigger
  New Quote

  Triggers when a new quote is created in Digital Practice.

• Trigger
  New Vendor

  Triggers when a new vendor is added to your Digital Practice company.

• Action
  Create Account

  Creates a new account in your Digital Practice chart of accounts.

• Action
  Create Client

  Creates a new client company in Digital Practice accounting.

• Action
  Create Contact

  Creates a new contact in your Digital Practice CRM.

• Action
  Create Expense

  Creates an expense against an account, optionally linked to a vendor. An existing account or vendor is matched by name; supplying extra details creates a new one.

• Action
  Create Invoice

  Creates an invoice for an existing or new client. Add line items afterwards with Create Invoice Items.

• Action
  Create Invoice Items

  Adds one or more line items to an existing Digital Practice invoice.

• Action
  Create Lead

  Creates a new lead in Digital Practice CRM with its company details, status and priority.

• Action
  Create Product

  Creates a new product or service in Digital Practice.

• Action
  Create Project

  Creates a project in Digital Practice, linked to an existing client by name or to a new client created from the details supplied.

• Action
  Create Quote

  Creates a quote for an existing client, or for a new client created from the details you supply.

• Action
  Create Quote Items

  Adds one or more line items (title, price, quantity) to an existing quote.

• Action
  Create Vendor

  Creates a new vendor record in Digital Practice accounting.

• Action
  List accounts

  Returns the list of accounts in your company's chart of accounts.

• Action
  List clients

  Returns the list of clients for your Digital Practice company.

• Action
  List contacts

  Returns the contacts in your Digital Practice company.

• Action
  List invoices

  Returns the invoices in your company, each with its client and line items.

• Action
  List leads

  Returns the leads in your Digital Practice company.

• Action
  List products

  Returns the products and services set up in your Digital Practice company.

• Action
  List projects

  Returns the projects in your Digital Practice company, each with its associated client.

• Action
  List quotes

  Returns the quotes in your company, each with its client and line items.

• Action
  List vendors

  Returns the vendors in your Digital Practice company.

• 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.

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