--- title: "Connect Benchmark Email Classic to Insightly - APIANT.ai" description: "When \"New Contact\" fires in Benchmark Email Classic, your agent runs \"Create contact\" in Insightly." canonical: "https://apiant.ai/connect/benchmark-email-classic-to-insightly" --- # Connect Benchmark Email Classic to Insightly When **New Contact** fires in [Benchmark Email Classic](https://apiant.ai/connections/benchmark-email-classic), your agent runs **Create contact** in [Insightly](https://apiant.ai/connections/insightly). Describe the whole flow and it is built, tested on every scenario and kept running. Benchmark Email Classic **6** triggers Benchmark Email Classic **10** actions Insightly **34** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Benchmark Email Classic and Insightly to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Benchmark Email Classic can start in Insightly - When **New Contact** in Benchmark Email Classic then **Create contact** in Insightly - When **New Contact in Segment** in Benchmark Email Classic then **Add contact to organisation** in Insightly Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Benchmark Email Classic and Insightly ## Triggers and actions 6 triggers · 44 actions - Trigger **Email Opened** Triggers when a contact opens the selected email campaign. - Trigger **Link Clicked** Triggers when a contact clicks a link in the selected email campaign. - Trigger **New Contact** Triggers when a new contact is added to the selected Benchmark Email contact list. - Trigger **New Contact in Segment** Triggers when a contact is added to the selected segment. - Trigger **New List** Triggers when a new contact list is created in your Benchmark Email account. - Trigger **New Unsubscriber** Triggers when a contact unsubscribes from the selected email campaign. - Action **Add Contact to List** Adds a contact to a Benchmark Email contact list. - Action **Add list** Creates a new contact list in Benchmark Email. - Action **Delete contact** Deletes a contact from a Benchmark Email contact list. - Action **Find Contact** Finds contacts by email address across all lists, returning each list membership found. - Action **Get contact** Returns the details of one contact in a contact list, including its name, email, opt-in info and custom field values. - Action **Get email** Returns the details of an email campaign, including its subject, sender, contact lists and content. - Action **List contacts** Returns the contacts in a Benchmark Email contact list, optionally filtered by a search value or status. - Action **List emails** Returns the email campaigns in the Benchmark Email account, optionally filtered and sorted. - Action **List lists** Returns the contact lists in the Benchmark Email account. - Action **Unsubscribe Contact** Unsubscribes a contact by moving them from a list to the account's Do Not Contact (master unsubscribe) list. - Action **Add contact to organisation** Link a contact to an organisation by updating the contact's ORGANISATION_ID. - Action **Create contact** Create a new contact in Insightly. - Action **Create event** Create a new calendar event in Insightly. - Action **Create lead** Create a new lead in Insightly. - Action **Create note** Create a new note in Insightly. - Action **Create opportunity** Create a new opportunity in Insightly. - Action **Create organisation** Create a new organisation in Insightly. - Action **Create project** Create a new project in Insightly. - Action **Create task** Create a new task in Insightly. - Action **Delete contact** Delete a contact by its CONTACT_ID. - Action **Delete lead** Delete a lead by its LEAD_ID. - Action **Delete opportunity** Delete an opportunity by its OPPORTUNITY_ID. - Action **Delete organisation** Delete an organisation by its ORGANISATION_ID. - Action **Get contact** Retrieve a single contact by its CONTACT_ID. - Action **Get event** Retrieves a single Insightly calendar event by its id, including its custom field values and links. - Action **Get lead** Retrieve a single lead by its LEAD_ID. - Action **Get note** Retrieves a single Insightly note by its id, including its title, body, owner, dates and linked records. - Action **Get opportunity** Retrieve a single opportunity by its OPPORTUNITY_ID. - Action **Get organisation** Retrieve a single organisation by its ORGANISATION_ID. - Action **Get project** Retrieve a single project by its PROJECT_ID. - Action **Get task** Retrieve a single task by its TASK_ID. - Action **List contacts** List contacts (paged) ordered by date. - Action **List leads** List leads (paged). - Action **List opportunities** List opportunities (paged). - Action **List organisations** List organisations (paged). - Action **List projects** List projects (paged). - Action **List tasks** List tasks (paged). - Action **List users** List Insightly users (useful for resolving owner/responsible user IDs). - Action **Search contacts** Search contacts by a single field value (e.g. email_address). - Action **Update contact** Update an existing contact in Insightly. - Action **Update lead** Update an existing lead in Insightly. - Action **Update opportunity** Update an existing opportunity in Insightly. - Action **Update organisation** Update an existing organisation in Insightly. - Action **Update task** Update an existing task in Insightly. ## Each app on its own - [ **Benchmark Email Classic** Benchmark Email Classic is an easy-to-use email marketing tool, the original version that has helped...](https://apiant.ai/connections/benchmark-email-classic) - [ **Insightly** Insightly CRM — manage contacts, leads, organisations, opportunities, projects, tasks, events and notes.](https://apiant.ai/connections/insightly) Reviews ## What our customers say ## More from Benchmark Email Classic - [ **Benchmark Email Classic to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/benchmark-email-classic-to-hubspot) - [ **Benchmark Email Classic to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/benchmark-email-classic-to-salesforce) - [ **Benchmark Email Classic to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/benchmark-email-classic-to-slack) - [ **Benchmark Email Classic to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/benchmark-email-classic-to-google-sheets) - [ **Benchmark Email Classic to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/benchmark-email-classic-to-gmail) - [ **Benchmark Email Classic to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/benchmark-email-classic-to-google-calendar) ## More into Insightly - [ **Mailchimp to Insightly** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-insightly) - [ **Stripe to Insightly** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/stripe-to-insightly) - [ **Zoom to Insightly** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/zoom-to-insightly) - [ **SendGrid to Insightly** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/sendgrid-to-insightly) - [ **Freshdesk to Insightly** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-insightly) - [ **Typeform to Insightly** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/typeform-to-insightly) Questions ## Benchmark Email Classic and Insightly, answered ### ### What can start an automation from Benchmark Email Classic? Any of Benchmark Email Classic's 6 triggers in the catalog, including New Contact, New Contact in Segment, New List and New Unsubscriber. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Insightly when something happens in Benchmark Email Classic? Any of Insightly's 34 actions, including Create contact, Create event, Create lead and Create note. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Insightly to Benchmark Email Classic? Insightly has no triggers in the catalog today, so automations start in Benchmark Email Classic. If you need the other direction, ask: your agent reads Insightly's API documentation and adds it. ### ### Do I have to build a connector for Benchmark Email Classic or Insightly? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Benchmark Email Classic and Insightly without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.