Integration
Connect Grist and Salesloft
When New or Updated Record fires in Grist, your agent runs Add task in Salesloft, or Call Created or Updated in Salesloft to Create or Update Record in Grist. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Grist and Salesloft to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Grist and Salesloft can do together
From Grist to Salesloft
When New or Updated Record in Grist
then Add task in Salesloft
When New Record in Grist
then Add note in Salesloft
From Salesloft to Grist
When Call Created or Updated in Salesloft
then Create or Update Record in Grist
When Meeting Created or Updated in Salesloft
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 Salesloft
Triggers and actions 13 triggers · 32 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
Account Created, Updated or DeletedTriggers when an account (company) is created or updated in Salesloft.
Trigger
Cadence Created, Updated or DeletedTriggers when a cadence is created or updated in Salesloft.
Trigger
Call Created or UpdatedTriggers when a call is created or updated in Salesloft.
Trigger
Meeting Created or UpdatedTriggers when a meeting is created or updated in Salesloft.
Trigger
Note Created, Updated or DeletedTriggers when a note is created or updated in Salesloft.
Trigger
Person Created, Updated or DeletedTriggers when a person is created or updated in Salesloft.
Trigger
Step Created, Created/Updated or DeletedTriggers when a cadence step is created or updated in Salesloft.
Trigger
Task Created, Completed or DeletedTriggers when a task is created or updated in Salesloft.
Trigger
User Created or UpdatedTriggers when a user is created or updated in Salesloft.
Action
Add noteCreates a note on a Salesloft person or account, optionally linked to a call.
Action
Add person to cadenceAdds a person to a cadence, optionally on behalf of a teammate or starting at a specific step. Returns the new cadence membership.
Action
Add taskCreates a call, email or general task in Salesloft for a person, assigned to a user.
Action
Create PersonCreates a new person (prospect) in Salesloft. Needs an email address, or a phone number together with a last name.
Action
Delete personDeletes a person from Salesloft. This cannot be undone without contacting Salesloft support.
Action
Find accounts by criteriaFinds Salesloft accounts (companies) matching criteria such as name, domain, tags, owner, industry or location.
Action
Find PersonFinds people in Salesloft by email address. Returns the first match and the list of all matches.
Action
Find UserFinds users on your Salesloft team by name or email. Returns the first match and the list of all matches.
Action
Get personReturns a Salesloft person by ID, including contact details, company, owner, cadences, tags and custom fields.
Action
List cadencesReturns the cadences in your Salesloft team, optionally filtered by name, owner, group, sharing or archived status.
Action
Remove person from cadenceRemoves a person from a cadence by deleting their cadence membership.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Grist and Salesloft, 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 Salesloft when something happens in Grist?
Any of Salesloft's 11 actions, including Create Person, Add note, Add person to cadence and Add task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salesloft to Grist?
Yes. When something happens in Salesloft, your agent can act in Grist too. This page covers both directions: Salesloft's triggers and Grist's actions are listed here as well.
Do I have to build a connector for Grist or Salesloft?
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 Salesloft 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.