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How to connect Contacts+ and Grist
Create a New Scenario to Connect Contacts+ 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 Contacts+, triggered by another scenario, or executed manually (for testing purposes). In most cases, Contacts+ or Grist will be your first step. To do this, click "Choose an app," find Contacts+ or Grist, and select the appropriate trigger to start the scenario.
Add the Contacts+ Node
Select the Contacts+ node from the app selection panel on the right.
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Configure the Contacts+
Click on the Contacts+ node to configure it. You can modify the Contacts+ 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 Contacts+ 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 Contacts+ 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 Contacts+ 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Contacts+, 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 Contacts+ and Grist integration works as expected. Depending on your setup, data should flow between Contacts+ 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 Contacts+ and Grist
Contacts+ + Grist + Slack: When a new contact is created in Contacts+, a corresponding record is automatically created in Grist. The sales team is then notified via a Slack channel message about the new contact and its Grist record.
Grist + Contacts+ + Google Sheets: When a record is created or updated in Grist, the corresponding contact details in Contacts+ are updated. The changes are then logged in Google Sheets with a new row detailing the update.
Contacts+ and Grist integration alternatives
About Contacts+
Use Contacts+ in Latenode to centralize contact data across platforms. Automate cleaning, deduplication, and enrichment processes. Sync updated contact details to your CRM or marketing tools. Latenode lets you build flexible flows and custom logic to manage contacts more efficiently and without manual data entry.
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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 Contacts+ and Grist
How can I connect my Contacts+ account to Grist using Latenode?
To connect your Contacts+ account to Grist on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Contacts+ and click on "Connect".
- Authenticate your Contacts+ and Grist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically backup Contacts+ contacts to Grist?
Yes, you can! Latenode lets you create automated workflows, ensuring data is safely mirrored in Grist. This prevents data loss and improves data accessibility using Grist's powerful features.
What types of tasks can I perform by integrating Contacts+ with Grist?
Integrating Contacts+ with Grist allows you to perform various tasks, including:
- Create new Grist records from updated Contacts+ contact details.
- Enrich contact data in Grist using information from Contacts+.
- Synchronize contact lists between Contacts+ and Grist in real-time.
- Trigger Grist actions based on Contacts+ contact updates.
- Generate reports in Grist using data from Contacts+ contacts.
Can I filter Contacts+ contacts before adding them to Grist?
Yes! Latenode's flexible filtering lets you add only contacts meeting specific criteria to Grist. Use no-code blocks, JS, or AI to process data.
Are there any limitations to the Contacts+ and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large data transfers might take time depending on API limits.
- Custom fields in Contacts+ may require mapping to Grist columns.
- Real-time synchronization depends on the API availability of both apps.
