--- title: "Connect Getgrist and OnePageCRM - APIANT.ai" description: "When \"New record\" fires in Getgrist, your agent runs \"Create Contact\" in OnePageCRM, or \"Completed Next Action\" in OnePageCRM to \"List records\" in Getgrist." canonical: "https://apiant.ai/connect/getgrist-to-onepagecrm" --- # Connect Getgrist and OnePageCRM When **New record** fires in [Getgrist](https://apiant.ai/connections/getgrist), your agent runs **Create Contact** in [OnePageCRM](https://apiant.ai/connections/onepagecrm), or **Completed Next Action** in OnePageCRM to **List records** in Getgrist. Describe the whole flow and it is built, tested on every scenario and kept running. Getgrist **1** trigger Getgrist **6** actions OnePageCRM **9** triggers OnePageCRM **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Getgrist and OnePageCRM 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 Getgrist and OnePageCRM can do together ### From Getgrist to OnePageCRM - When **New record** in Getgrist then **Create Contact** in OnePageCRM - When **New record** in Getgrist then **Create Deal** in OnePageCRM ### From OnePageCRM to Getgrist - When **Completed Next Action** in OnePageCRM then **List records** in Getgrist - When **New Call** in OnePageCRM then **Delete record** in Getgrist 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 Getgrist and OnePageCRM ## Triggers and actions 10 triggers · 17 actions - Trigger **New record** Polling trigger: fires when a new record appears in a table. - Action **Delete record** Delete records of a table. - Action **Get document** Describe a document. - Action **List columns** List columns in a table. - Action **List records** Fetch records from a table. - Action **List tables** List tables in a document. - Action **List workspaces** List workspaces and documents within an org. - Trigger **Closed Sales Cycle** Triggered when a sales cycle is closed — a deal is marked won or lost. - Trigger **Completed Next Action** Triggered when a next action is marked done in OnePageCRM. - Trigger **New Call** Triggered when a phone call is logged in OnePageCRM. - Trigger **New Contact** Triggered when a new contact is created in OnePageCRM. - Trigger **New Deal** Triggered when a new deal is created in OnePageCRM. - Trigger **New Next Action** Triggered when a new next action is created in OnePageCRM. - Trigger **New Note** Triggered when a new note is added to a contact in OnePageCRM. - Trigger **Updated Contact** Triggered when a contact is created or changed in OnePageCRM. - Trigger **Updated Deal** Triggered when a deal is created or changed in OnePageCRM. - Action **Close Sales Cycle** Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note. - Action **Create Call** Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link. - Action **Create Contact** Creates a contact in OnePageCRM, including your account's own custom fields. - Action **Create Deal** Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes. - Action **Create Next Action** Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee. - Action **Create Note** Adds a note to a contact's timeline in OnePageCRM. - Action **Find Contact** Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match. - Action **Find Deal** Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match. - Action **Find User** Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match. - Action **Update Contact** Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value. - Action **Update Deal** Updates a deal in OnePageCRM. Anything you leave blank keeps its current value. ## Each app on its own - [ **Getgrist** Spreadsheet-database platform for building data apps with relational tables, forms, and a REST API for...](https://apiant.ai/connections/getgrist) - [ **OnePageCRM** OnePageCRM converts the complexity of CRM into a simple to-do list.](https://apiant.ai/connections/onepagecrm) Reviews ## What our customers say ## More from Getgrist - [ **Getgrist to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/getgrist-to-anthropic) - [ **Getgrist to Google Address Validation** API that validates, standardizes, and geocodes mailing addresses for accuracy.](https://apiant.ai/connect/getgrist-to-google-address-validation) - [ **Getgrist to Short Menu** Short Menu is a tool for creating short links.](https://apiant.ai/connect/getgrist-to-short-menu) - [ **Getgrist to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/getgrist-to-hubspot) - [ **Getgrist to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/getgrist-to-salesforce) - [ **Getgrist to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/getgrist-to-slack) ## More into OnePageCRM - [ **Airtable to OnePageCRM** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-onepagecrm) - [ **HubSpot to OnePageCRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-onepagecrm) - [ **Google Sheets to OnePageCRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-onepagecrm) - [ **Gmail to OnePageCRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-onepagecrm) - [ **Google Calendar to OnePageCRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-onepagecrm) - [ **Google Drive to OnePageCRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-onepagecrm) Questions ## Getgrist and OnePageCRM, answered ### ### What can start an automation from Getgrist? Any of Getgrist's 1 trigger in the catalog, including New record. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in OnePageCRM when something happens in Getgrist? Any of OnePageCRM's 11 actions, including Create Call, Create Contact, Create Deal and Create Next Action. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OnePageCRM to Getgrist? Yes. When something happens in OnePageCRM, your agent can act in Getgrist too. This page covers both directions: OnePageCRM's triggers and Getgrist's actions are listed here as well. ### ### Do I have to build a connector for Getgrist or OnePageCRM? 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 Getgrist and OnePageCRM 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.