Integrate Grist with Doubletick to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Message in Doubletick when New Record in Grist
Send WhatsApp Media Message in Doubletick when New Record in Grist
Send WhatsApp Template Message in Doubletick when New Record in Grist
Create a new group in Doubletick when New Record in Grist
Add a member to a group in Doubletick when New Record in Grist
Start from a real workflow other teams are already running.
Grist
When this happens...
New Record
Updated Record
New Team Created
New or Updated Record
Doubletick
Automatically do this!
Send WhatsApp Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Create a new group
Add a member to a group
Delete a group
Get Customer Details
Add Tag to a Customer
Delete a Template
Assign team member to chat
Unssign team member from a chat
Logout a team member
Get wallet balance
Send WhatsApp Message in Doubletick when New Record in Grist
Use this flowSend WhatsApp Media Message in Doubletick when New Record in Grist
Use this flowSend WhatsApp Template Message in Doubletick when New Record in Grist
Use this flowCreate a new group in Doubletick when New Record in Grist
Use this flowAdd a member to a group in Doubletick when New Record in Grist
Use this flowDelete a group in Doubletick when New Record in Grist
Use this flowGet Customer Details in Doubletick when New Record in Grist
Use this flowAdd Tag to a Customer in Doubletick when New Record in Grist
Use this flowDelete a Template in Doubletick when New Record in Grist
Use this flowAssign team member to chat in Doubletick when New Record in Grist
Use this flowEverything you can automate between Grist and Doubletick.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new Record is created.
Triggers when a Record is updated.
Trigger When A new Team Create
Triggers when a Record is updated, or a new Record is added.
Action is the task that follows automatically within your Grist integrations.
Create a New Record in a Table
Update an Existing Record in a Grist Table
Delete existing records from a table
Create a New Table
Get All Team's in grist
Update Your Team in Grist.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

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.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.

Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
No credit card required. Set up your first workflow in minutes.
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 moreDoubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
Learn moreSign up for a free viaSocket account, then authorize both your Grist and Doubletick 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 Doubletick 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 Doubletick. No coding required.
Yes. You can set up a workflow where Grist triggers actions in Doubletick, and a separate workflow where Doubletick 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 Doubletick. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Grist and Doubletick integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.