Integration

Connect noCRM.io to Grist

When something happens in noCRM.io, your agent does the next thing in Grist. Describe it in plain language and the automation is built, tested on every branch and kept running.

noCRM.io8 triggersnoCRM.io16 actionsGrist4 triggersGrist21 actions

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What do you want noCRM.io and Grist to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with noCRM.io and Grist

Triggers and actions 12 triggers · 37 actions

Trigger
Lead Status Changed
Triggers when a specific status of the lead is changed.
Trigger
New Client Folder
Triggers when a client folder is created.
Trigger
New Deleted Lead
Triggers when a lead is deleted. This trigger only works for Expert edition and above .
Trigger
New Lead
Triggers when a lead is created.
Trigger
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .
Trigger
New Lead Comment
Triggers when a lead is comment on. This trigger only works for Expert edition and above .
Trigger
New Lead Content or Title Changed
Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .
Trigger
New Prospect
Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .
Action
Add Attachment
Add an attachment to a lead
Action
Add Comment
Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Add Tags
Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Assign Lead
Assign the lead to a user
Action
Call Simplified API
Call our simplified API to interact with your data
Action
Change Lead's Title
Change the title of a lead
Action
Change Status
Change the status of a lead to Standby, Won, Cancelled or Lost
Action
Change Step
Change the step of a lead
Action
Create Lead
Creates a new lead.
Action
Create Prospect
Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .
Action
Delete Lead
Moves a lead to the trash.
Action
Find Lead
Finds a lead from an email address.
Action
Get Lead
Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.
Action
Log an Activity
Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Set Amount and Probability
Set the amount and the probability of a lead
Action
Set the Estimated Closing Date
Set the estimated closing date on a lead
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.

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