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How to connect Cleverreach and Grist
Create a New Scenario to Connect Cleverreach and Grist
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Cleverreach, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cleverreach or Grist will be your first step. To do this, click "Choose an app," find Cleverreach or Grist, and select the appropriate trigger to start the scenario.
Add the Cleverreach Node
Select the Cleverreach node from the app selection panel on the right.
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Configure the Cleverreach
Click on the Cleverreach node to configure it. You can modify the Cleverreach URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Grist Node
Next, click the plus (+) icon on the Cleverreach node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
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Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the Cleverreach and Grist Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Cleverreach and Grist Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Grist
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Trigger on Webhook
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Save and Activate the Scenario
After configuring Cleverreach, Grist, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Cleverreach and Grist integration works as expected. Depending on your setup, data should flow between Cleverreach and Grist (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Cleverreach and Grist
Cleverreach + Grist + Google Sheets: When a new campaign is launched in Cleverreach, its key metrics (e.g., recipients, open rate, click rate) are automatically recorded in Grist. Then, a summary of these metrics is added to a Google Sheet for reporting purposes.
Grist + Cleverreach + Pipedrive: When a new lead is added to Grist, automatically add them to a specified Cleverreach email list. Simultaneously, create a new contact in Pipedrive with the lead's information for sales tracking.
Cleverreach and Grist integration alternatives
About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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About Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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FAQ Cleverreach and Grist
How can I connect my Cleverreach account to Grist using Latenode?
To connect your Cleverreach account to Grist on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Cleverreach and click on "Connect".
- Authenticate your Cleverreach and Grist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Cleverreach subscribers from Grist data?
Yes, you can! Latenode's visual editor makes it easy to sync Grist data to Cleverreach, ensuring your subscriber lists are always up-to-date without manual work and reducing errors.
What types of tasks can I perform by integrating Cleverreach with Grist?
Integrating Cleverreach with Grist allows you to perform various tasks, including:
- Add new Grist records as subscribers in Cleverreach.
- Update Cleverreach subscriber details based on Grist data changes.
- Trigger email campaigns in Cleverreach from specific Grist events.
- Segment Cleverreach subscribers using data stored in Grist.
- Track email campaign performance in Grist using Cleverreach stats.
What Cleverreach features are accessible through Latenode?
Latenode provides access to Cleverreach's subscriber management, campaign creation, and reporting endpoints, offering powerful automation capabilities.
Are there any limitations to the Cleverreach and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Rate limits imposed by Cleverreach and Grist APIs apply.
- Historical data synchronization may require custom solutions.
