--- title: "Connect Grist and Loyalzoo - APIANT.ai" description: "When \"New or Updated Record\" fires in Grist, your agent runs \"Create New Customer\" in Loyalzoo." canonical: "https://apiant.ai/connect/grist-to-loyalzoo" --- # Connect Grist and Loyalzoo When **New or Updated Record** fires in [Grist](https://apiant.ai/connections/grist), your agent runs **Create New Customer** in [Loyalzoo](https://apiant.ai/connections/loyalzoo), or **Customer Updated** in Loyalzoo 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 Loyalzoo **8** triggers Loyalzoo **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 Grist and Loyalzoo 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 Grist and Loyalzoo can do together ### From Grist to Loyalzoo - When **New or Updated Record** in Grist then **Create New Customer** in Loyalzoo - When **New Record** in Grist then **Update Customer** in Loyalzoo ### From Loyalzoo to Grist - When **Customer Updated** in Loyalzoo then **Create or Update Record** in Grist - When **Membership Created** in Loyalzoo 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 Loyalzoo ## Triggers and actions 12 triggers · 32 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 **Checkin** Triggers when a customer checks in at your Loyalzoo place, and returns that customer's details. - Trigger **Customer Updated** Triggers when a customer of your Loyalzoo place changes, such as their contact details, points or memberships. - Trigger **Membership Created** Triggers when a new membership is created for a customer of the place. Returns the membership along with the customer who holds it. - Trigger **Membership Ended** Triggers when a customer's membership at the place is no longer active, returning the membership and the customer who held it. - Trigger **New Charge** Triggers when a customer's membership is charged at your place, each time the membership's last payment date changes. - Trigger **New Counter Event** Triggers when a customer's membership counter first appears or its count changes, returning the counter's id and count with the customer's details. - Trigger **New Customer Created** Triggers when a new customer is added to the merchant's place. - Trigger **Points Given** Triggers when a customer is given points, returning the customer with their new points balance and the amount of the latest change. - Action **Create New Customer** Creates a new customer and associates them with your Loyalzoo place, returning the customer's id. - Action **Export Latest Customer Data** Returns the latest data for all customers of your Loyalzoo place, including their points, rewards, memberships and payment methods. - Action **Export Latest Transaction Data** Returns a customer's transaction history at the merchant's place, as an ordered list of actions such as charges, points and rewards. - Action **Get Customer Payment Method** Returns the saved payment methods of one Loyalzoo customer, including card details and which method is the default. - Action **Get Membership** Returns one membership held by a customer of your place, including its amount, billing dates and status. - Action **Get Merchant Info** Returns the details of your Loyalzoo place, including its contact details, address, plans and loyalty scheme, and optionally its counter events. - Action **Give Points** Adds points to, or subtracts points from, a customer's loyalty balance at a place, and returns the updated customer. - Action **Increase Counter** Increases one of a customer's counters, which track behaviours, benefits or membership allowances, by the amount you choose. - Action **Retrieve Customer Details** Returns the details of one customer of the merchant's place, including their points, rewards, memberships and payment methods. - Action **Search for Loyalty Customer via Email** Returns the customers of your Loyalzoo place whose email address matches the one you specify. - Action **Update Customer** Updates an existing Loyalzoo customer at your place with the values provided and returns the full customer record. ## 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) - [ **Loyalzoo** Loyalzoo is a digital loyalty service for independent retailers and eateries.](https://apiant.ai/connections/loyalzoo) 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 Mistral AI** Mistral AI is a platform for building, customizing, and deploying advanced AI models and agents for...](https://apiant.ai/connect/grist-to-mistral-ai) - [ **Grist to OpusClip** OpusClip is a AI video tool that turns long videos into viral shorts with captions and transcripts.](https://apiant.ai/connect/grist-to-opusclip) - [ **Grist to Postman** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/grist-to-postman) - [ **Grist to RuneScape** The RuneScape Wiki API exposes data for RuneScape and Old School RuneScape.](https://apiant.ai/connect/grist-to-runescape) ## More into Loyalzoo - [ **HubSpot to Loyalzoo** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-loyalzoo) - [ **Google Sheets to Loyalzoo** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-loyalzoo) - [ **Gmail to Loyalzoo** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-loyalzoo) - [ **Google Calendar to Loyalzoo** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-loyalzoo) - [ **Google Drive to Loyalzoo** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-loyalzoo) - [ **ActiveCampaign to Loyalzoo** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-loyalzoo) Questions ## Grist and Loyalzoo, 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 Loyalzoo when something happens in Grist? Any of Loyalzoo's 11 actions, including Create New Customer, Update Customer, Export Latest Customer Data and Export Latest Transaction Data. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Loyalzoo to Grist? Yes. When something happens in Loyalzoo, your agent can act in Grist too. This page covers both directions: Loyalzoo's triggers and Grist's actions are listed here as well. ### ### Do I have to build a connector for Grist or Loyalzoo? 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 Grist and Loyalzoo 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.