--- title: "Connect Better Proposals and Insighto.ai - APIANT.ai" description: "When \"Proposal Opened\" fires in Better Proposals, your agent runs \"Create Contact\" in Insighto.ai." canonical: "https://apiant.ai/connect/better-proposals-to-insighto-ai" --- # Connect Better Proposals and Insighto.ai When **Proposal Opened** fires in [Better Proposals](https://apiant.ai/connections/better-proposals), your agent runs **Create Contact** in [Insighto.ai](https://apiant.ai/connections/insighto-ai), or **New Contact** in Insighto.ai to **Create a Proposal** in Better Proposals. Describe the whole flow and it is built, tested on every scenario and kept running. Better Proposals **3** triggers Better Proposals **1** action Insighto.ai **1** trigger Insighto.ai **12** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Better Proposals and Insighto.ai 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 Better Proposals and Insighto.ai can do together ### From Better Proposals to Insighto.ai - When **Proposal Opened** in Better Proposals then **Create Contact** in Insighto.ai - When **Proposal Paid** in Better Proposals then **Update contact** in Insighto.ai ### From Insighto.ai to Better Proposals - When **New Contact** in Insighto.ai then **Create a Proposal** in Better Proposals 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 Better Proposals and Insighto.ai ## Triggers and actions 4 triggers · 13 actions - Trigger **Proposal Opened** Triggers when a proposal is opened. - Trigger **Proposal Paid** Triggers when a proposal is paid. - Trigger **Proposal Signed** Triggers when a proposal is signed. - Action **Create a Proposal** Creates a new proposal. - Trigger **New Contact** Triggers when a new contact is created. - Action **Add assistant** /api/v1/assistant - create an assistant. - Action **Add data source** /api/v1/datasource - create a data source. - Action **Add Text Blob Into Data Source** Adds a text blob into an existing Data Source. - Action **Create Contact** Creates a Contact in the system. - Action **Delete contact** /api/v1/contact/{contact_id} - delete a contact. - Action **Get contact** /api/v1/contact/{contact_id} - retrieve a contact by id. - Action **Get data source** Retrieve a single data source by its id. - Action **List assistants** /api/v1/assistant - list assistants. - Action **List contacts** Lists contacts in the Insighto.ai account. - Action **List data source files** List the files/text blobs in a data source. - Action **Update assistant** /api/v1/assistant/{assistant_id} - update an assistant. - Action **Update contact** /api/v1/contact/{contact_id} - update a contact. ## Each app on its own - [ **Better Proposals** Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed...](https://apiant.ai/connections/better-proposals) - [ **Insighto.ai** Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows](https://apiant.ai/connections/insighto-ai) Reviews ## What our customers say ## More from Better Proposals - [ **Better Proposals to DocuSeal** DocuSeal is an open-source platform for electronic document signing and management, offering secure, legally...](https://apiant.ai/connect/better-proposals-to-docuseal) - [ **Better Proposals to HTML/CSS to Image** HTML/CSS to Image is a tool for converting code into an image (jpg, png or webp).](https://apiant.ai/connect/better-proposals-to-html-css-to-image) - [ **Better Proposals to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/better-proposals-to-hubspot) - [ **Better Proposals to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/better-proposals-to-salesforce) - [ **Better Proposals to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/better-proposals-to-slack) - [ **Better Proposals to Google Sheets** Google Sheets](https://apiant.ai/connect/better-proposals-to-google-sheets) ## More into Insighto.ai - [ **HubSpot to Insighto.ai** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-insighto-ai) - [ **Google Sheets to Insighto.ai** Google Sheets](https://apiant.ai/connect/google-sheets-to-insighto-ai) - [ **Gmail to Insighto.ai** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-insighto-ai) - [ **Google Calendar to Insighto.ai** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-insighto-ai) - [ **Google Drive to Insighto.ai** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-insighto-ai) - [ **ActiveCampaign to Insighto.ai** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-insighto-ai) Questions ## Better Proposals and Insighto.ai, answered ### ### What can start an automation from Better Proposals? Any of Better Proposals's 3 triggers in the catalog, including Proposal Opened, Proposal Paid and Proposal Signed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Insighto.ai when something happens in Better Proposals? Any of Insighto.ai's 12 actions, including Create Contact, Update assistant, Update contact and Add assistant. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Insighto.ai to Better Proposals? Yes. When something happens in Insighto.ai, your agent can act in Better Proposals too. This page covers both directions: Insighto.ai's triggers and Better Proposals's actions are listed here as well. ### ### Do I have to build a connector for Better Proposals or Insighto.ai? 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 Better Proposals and Insighto.ai 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.