Grist and Salesflare
How to connect Grist
- Via Zapier — 9 operations available. Set it up ↗
- Via Make — 31 modules available. Set it up ↗
About Grist
Grist is a modern spreadsheet-database and app platform. This integration connects only to Grist’s standard hosted service.
Grist operations on Zapier
Triggers (4)
Start a workflow when this happens
- New Record — Triggers when a new Record is created.
- New Record (Instant) — Triggers when a new Record is created
- New or Updated Record — Triggers when a Record is updated, or a new Record is added.
- New or Updated Record (Instant) — Triggers when a Record is updated, or a new Record is added.
Actions (4)
Things Salesflare can make it do
- Create Record — Creates a new Record in a Table
- Create or Update Record — Creates a new Record in a Table, or Updates an existing matching Record
- Find or Create Records — Finds a Record in a Table
- Update Record — Update an existing Record in a Grist table
Searches (1)
Look up existing records
- Find Record — Finds a Record in a Table
Grist operations on Make
Triggers (2)
Start a workflow when this happens
- Watch Documents — Triggers when a document is created or updated.
- Watch Workspaces — Triggers when a workspace is created or updated.
Actions (21)
Things Salesflare can make it do
- Add Records to a Table — Add new records to a specified table.
- Create a Document — Creates an empty document.
- Create a Workspace — Creates an empty workspace. Workspaces are available on team plans.
- Delete Table Rows — Removes rows from a table.
- Delete a Document — Deletes a document.
Show 16 more actions
- Delete a Workspace — Deletes a workspace.
- Get a Document — Returns detailed information about a document.
- Get a Document Table as CSV File — Returns the content of a document's table as a CSV file.
- Get a Document as Excel File — Returns the content of the document as an Excel file.
- Get a Document as SQLite File — Returns the content of a document, as an SQLite file.
- Get a Workspace — Returns detailed information about a workspace.
- Get an Organization — Returns detailed information about a personal space.
- Make an API Call — Performs an arbitrary authorized API call.
- Move a Document — Moves a document to another workspace in the same organization. Available on a Team Plan.
- Update Organization Access — Changes who has access to the organization.
- Update Records of a Table — Modifies records of a table.
- Update a Document Access — Changes who has access to a document.
- Update a Document Metadata — Updates an existing document metadata but not its contents.
- Update a Workspace — Updates information about the existing workspace.
- Update a Workspace Access — Changes who has access to the workspace.
- Update an Organization — Updates information about an existing organization.
Searches (8)
Look up existing records
- List Organization Users — Returns a list of users with access to org.
- List Organizations — Returns a list of personal spaces. Team sites and personal spaces are called 'orgs' in the API.
- List Records from a Table — Returns a list of records.
- List Table Columns — Returns a list of the table's columns.
- List Workspaces — Returns a list of workspaces available in the current domain.
Show 3 more searches
- List Workspaces within Organization — Returns a list of workspaces and documents within an organization.
- List a Document Users — Returns a list of users with access to a document.
- List a Workspace Users — Returns a list of users that have access to the workspace.
Similar apps
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free