Platform.ly + Grist Integration

Connect Platform.ly to Grist in 1 click

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Popular Platform.ly + Grist Workflows

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Grist + Platform.ly Integration

Create Platform.ly contact for new Grist record

Are you tired of manually creating Platform.ly contact for every new Grist record? Well, there's a better way! With our new automation, you can automatically create Platform.ly contact for new Grist records.

That means less work for you and more time to focus on other important tasks. Plus, our system is highly customizable, so you can tailor it to your specific needs.

So why wait? Install this automation today and start enjoying the benefits of automatic Platform.ly {{action.Contact} creation!
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Platform.ly + Grist Integration

Create Grist record for new Platform.ly contact

When a new contact is created in your Platform.ly software, automatically create a record for them in your Grist. This way, you'll always have up-to-date contact information and can easily track communications. Plus, you won't have to waste time manually entering data into both systems. Setting up this automation will save you time and hassle in the long run.
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Platform.ly + Grist Integration
1.
  • Platform.ly
    Contact is created in Platform.ly
  • Platform.ly
    Tag is created in Platform.ly
  • Platform.ly
    Custom field is created in Platform.ly
  • Platform.ly
    Segment is created in Platform.ly
  • Grist
    Record is created in Grist
  • Grist
    Record is updated in Grist
2.
  • Platform.ly
    Create Contact in Platform.ly
  • Platform.ly
    Update Contact in Platform.ly
  • Platform.ly
    Add tag to a contact in Platform.ly
  • Platform.ly
    Search contact in Platform.ly
  • Platform.ly
    Add a note to contact in Platform.ly
  • Platform.ly
    Remove tag from contact in Platform.ly
  • Platform.ly
    Remove all tags from contact in Platform.ly
  • Platform.ly
    Add segment to contact in Platform.ly
  • Platform.ly
    Remove segment from contact in Platform.ly
  • Platform.ly
    Remove all segments from contact in Platform.ly
  • Grist
    Create record in Grist
  • Grist
    Update record in Grist
  • Grist
    Search record in Grist
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