# Connect Grist and Helpwise When **New or Updated Record** fires in [Grist](https://apiant.ai/connections/grist), your agent runs **Update contact** in [Helpwise](https://apiant.ai/connections/helpwise), or **Contact Is Created** in Helpwise to **Create or Update Record** in Grist. Describe the whole flow and it is built, tested on every scenario and kept running. Grist **4** triggers Grist **21** actions Helpwise **1** trigger Helpwise **4** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Grist and Helpwise to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Grist and Helpwise can do together ### From Grist to Helpwise - When **New or Updated Record** in Grist then **Update contact** in Helpwise - When **New Record** in Grist then **Get contact** in Helpwise ### From Helpwise to Grist - When **Contact Is Created** in Helpwise then **Create or Update Record** in Grist - When **Contact Is Created** in Helpwise then **Create Record** in Grist 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 Grist and Helpwise ## Triggers and actions 5 triggers · 25 actions - 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. - Trigger **Contact Is Created** Triggers when new contact is created - Action **Get contact** Get a contact by id. - Action **List contacts** List contacts. - Action **List users** List users. - Action **Update contact** Update a contact. ## Each app on its own - [ **Grist** Grist combines the flexibility of a spreadsheet with the robustness of a database to organize your data...](https://apiant.ai/connections/grist) - [ **Helpwise** Helpwise is an easy-to-use customer service platform that helps you manage all customer communication from a...](https://apiant.ai/connections/helpwise) Reviews ## What our customers say ## More from Grist - [ **Grist to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/grist-to-gmail) - [ **Grist to Clickhouse** Column-oriented database for real-time analytical SQL queries at petabyte scale.](https://apiant.ai/connect/grist-to-clickhouse) - [ **Grist to Postman** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/grist-to-postman) - [ **Grist to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/grist-to-hubspot) - [ **Grist to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/grist-to-salesforce) - [ **Grist to Google Sheets** Google Sheets](https://apiant.ai/connect/grist-to-google-sheets) ## More into Helpwise - [ **Google Sheets to Helpwise** Google Sheets](https://apiant.ai/connect/google-sheets-to-helpwise) - [ **Gmail to Helpwise** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-helpwise) - [ **Google Calendar to Helpwise** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-helpwise) - [ **Google Drive to Helpwise** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-helpwise) - [ **ActiveCampaign to Helpwise** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-helpwise) - [ **Airtable to Helpwise** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-helpwise) Questions ## Grist and Helpwise, answered ### ### What can start an automation from Grist? Any of Grist's 4 triggers in the catalog, including New or Updated Record, New or Updated Record (Instant), New Record and New Record (Instant). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Helpwise when something happens in Grist? Any of Helpwise's 4 actions, including Update contact, Get contact, List contacts and List users. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Helpwise to Grist? Yes. When something happens in Helpwise, your agent can act in Grist too. This page covers both directions: Helpwise's triggers and Grist's actions are listed here as well. ### ### Do I have to build a connector for Grist or Helpwise? 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. ### ### 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.