Connect Grist and Cliengo
Integrate Grist with Cliengo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Grist + Cliengo flows
Start from a real workflow other teams are already running.
Choose a trigger
Grist
When this happens...
New Record
Updated Record
New Team Created
New or Updated Record
Choose an action
Cliengo
Automatically do this!
Create Customer
Search Agent
Update Customer
Search Customer
List Account
List Account Payments
List Account Plan
List Sites
List Contacts
List Contact Count
List Contact Countsales
List LastWeek Contact Stats
List NewContacts By Day
List ContactStatsByLastTime
List Users
List Plans
Create Customer in Cliengo when New Record in Grist
Use this flowSearch Agent in Cliengo when New Record in Grist
Use this flowUpdate Customer in Cliengo when New Record in Grist
Use this flowSearch Customer in Cliengo when New Record in Grist
Use this flowList Account from Cliengo when New Record in Grist
Use this flowList Account Payments from Cliengo when New Record in Grist
Use this flowList Account Plan from Cliengo when New Record in Grist
Use this flowList Sites in Cliengo when New Record in Grist
Use this flowList Contacts from Cliengo when New Record in Grist
Use this flowList Contact Count in Cliengo when New Record in Grist
Use this flowSupported Triggers & Actions
Everything you can automate between Grist and Cliengo.
When this happensTriggers
A trigger is an event that starts a workflow.
New Record
Triggers when a new Record is created.
Updated Record
Triggers when a Record is updated.
New Team Created
Trigger When A new Team Create
New or Updated Record
Triggers when a Record is updated, or a new Record is added.
New Customer/Contact
Triggers when a new contact/customer is created
Updated Customer
Triggers when a new customer is created or updated
Do thisActions
Action is the task that follows automatically within your Grist integrations.
Create Record
Create a New Record in a Table
Update Record
Update an Existing Record in a Grist Table
Delete Record/s
Delete existing records from a table
Create Table
Create a New Table
List Team's
Get All Team's in grist
Update an Team
Update Your Team in Grist.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Grist
Grist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.
Learn more
About Cliengo
Cliengo is a powerful chatbot and customer relationship management (CRM) tool designed to help businesses automate their customer service and sales processes. By integrating Cliengo into your workflow, you can enhance customer engagement, streamline communication, and improve overall efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Grist and Cliengo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Grist and Cliengo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Cliengo. No coding required.
Yes. You can set up a workflow where Grist triggers actions in Cliengo, and a separate workflow where Cliengo triggers actions in Grist. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Grist and Cliengo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Grist and Cliengo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
