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Connect Claude CodeEverything your agent can do with Grist and folk
Triggers and actions 15 triggers · 37 actions
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.
Trigger
Company AddedTriggers when a new company is created or added to a group.
Trigger
Company Custom Field UpdatedTriggers when a company custom field (for example tag, status, text, assignee) is updated.
Trigger
Company RemovedTriggers when a company is deleted from the workspace or removed from a group.
Trigger
Company UpdatedTriggers when a company basic field (like name, email or URL) in a group is updated.
Trigger
Deal AddedFires when a new deal is created. Poll GET /v1/deals sorted by creation date.
Trigger
Deal RemovedFires when a deal is deleted from a pipeline.
Trigger
Deal UpdatedFires when a deal is updated (stage change, field update). Poll GET /v1/deals sorted by update date.
Trigger
Person AddedTriggers when a new person is created or added to a group.
Trigger
Person Custom Field UpdatedTriggers when a person custom field (for example tag, status, text, assignee) is updated.
Trigger
Person RemovedTriggers when a person is deleted from the workspace or removed from a group.
Trigger
Person UpdatedTriggers when a person basic field (like first name, job title, email or URL) in a group is updated.
Action
Create CompanyCreates a company in folk, optionally adding it to a group and setting that group's custom fields.
Action
Create DealCreates a deal in a folk group, optionally linked to companies and people, and sets that deal type's custom fields.
Action
Create GroupCreates a group in folk. A default "All people" table view is added to the group automatically.
Action
Create NoteCreates a note on a folk person, company or deal. Optionally posts it as a reply to an existing note.
Action
Create PersonCreates a person in folk, optionally adding them to a group and setting that group's custom fields.
Action
Create ReminderCreates a reminder on a folk person, company or deal, scheduled with an iCalendar recurrence rule.
Action
Delete CompanyDeletes a company from folk by its id.
Action
Delete PersonDeletes a person from folk by their id. This also removes their custom fields, notes and associations.
Action
Find a CompanySearches folk companies by name, email or website and returns the matches, with the first one broken out for easy mapping.
Action
Find a PersonSearches folk people by email, full name or phone and returns the matches, with the first one broken out for easy mapping.
Action
Get a CompanyFetches one folk company by id, including its custom field values.
Action
Get a NoteFetches one folk note by id, with its text, author and the record it is attached to.
Action
Get a PersonFetches one folk person by id, including their custom field values.
Action
List GroupsReturns the groups in the folk workspace, with each group's id, name and visibility.
Action
Update CompanyUpdates a folk company. Only the fields you fill in are changed; list fields such as emails replace the whole list.
Action
Update PersonUpdates a folk person. Only the fields you fill in are changed; list fields such as emails replace the whole list.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.