--- title: "Connect CATS to Insightly - APIANT.ai" description: "When \"Candidate Updated\" fires in CATS, your agent runs \"Add contact to organisation\" in Insightly." canonical: "https://apiant.ai/connect/cats-to-insightly" --- # Connect CATS to Insightly When **Candidate Updated** fires in [CATS](https://apiant.ai/connections/cats), your agent runs **Add contact to organisation** in [Insightly](https://apiant.ai/connections/insightly). Describe the whole flow and it is built, tested on every scenario and kept running. CATS **14** triggers CATS **22** 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 CATS 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 CATS can start in Insightly - When **Candidate Updated** in CATS then **Add contact to organisation** in Insightly - When **Company Status Changed** in CATS then **Create contact** 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 CATS and Insightly ## Triggers and actions 14 triggers · 56 actions - Trigger **Candidate Updated** Triggers when a candidate is updated in CATS. - Trigger **Company Status Changed** Triggers when a company's status is changed in CATS. - Trigger **Company Updated** Triggers when a company is updated in CATS. - Trigger **Contact Status Changed** Triggers when a contact's status changes in CATS. - Trigger **Contact Updated** Triggers when a contact is updated in CATS. - Trigger **Custom Trigger** Triggers when the CATS event you choose fires (any record type: candidate, company, contact, job, pipeline, activity or user). - Trigger **Job Status Changed** Triggers when a job's status changes in CATS, returning the job with its previous and new status ids. - Trigger **New Activity** Triggers when a new activity (call, email, meeting, note) is logged in CATS. - Trigger **New Candidate** Triggers when a new candidate is created in CATS. - Trigger **New Company** Triggers when a new company is created in CATS. - Trigger **New Contact** Triggers when a new contact is created in CATS. - Trigger **New Job** Triggers when a new job order is created in CATS. - Trigger **New Pipeline** Triggers when a candidate is added to a job's pipeline in CATS. - Trigger **Pipeline Updated** Triggers when a pipeline (a candidate's placement on a job) is updated in CATS. - Action **Add Candidate to Pipeline** Adds a candidate to a job's pipeline in CATS and returns the new pipeline record's id. - Action **Change Company Status** Changes the status of a company in CATS, optionally choosing which status-change triggers fire. - Action **Change Contact Status** Changes the status of a contact in CATS, optionally choosing which status triggers fire. - Action **Change Job Status** Changes the status of a job in CATS, optionally choosing which status triggers fire. - Action **Create a Candidate** Creates a new candidate record in CATS with contact details, address, pay, skills and custom field values. - Action **Create a Company** Creates a new company record in CATS and returns its ID. - Action **Create a Contact** Creates a contact in CATS linked to a company and owner, and returns the new contact's ID. - Action **Create a Job** Creates a new job order in CATS and returns its ID. - Action **Create a Task** Creates a task in CATS, optionally linked to a candidate, contact, company or job and assigned to a user. - Action **Find a Candidate** Searches CATS candidates by a keyword such as a name or email and returns the matching candidate records. - Action **Find a Company** Searches CATS companies by text and returns the matching companies. - Action **Find a Contact** Searches CATS contacts by text and returns the matching contacts. - Action **Find a Job** Searches CATS jobs by text and returns the matching jobs. - Action **Find a User** Finds CATS users whose email, username or name matches the search term. - Action **Get Activity** Returns a single CATS activity (call, email, meeting, note) by its ID, including the record it is logged against. - Action **Get Pipeline** Returns a single pipeline — a candidate's placement on a job — including its status, workflow and rating. - Action **Get Task** Returns a single CATS task by its ID, including its description, priority, due date, assignee, completion state and the record it concerns. - Action **Log Candidate Activity** Logs an activity (call, email, meeting or other) against a candidate in CATS. - Action **Update Candidate** Updates an existing candidate in CATS, including name, contact details, pay, availability and custom field values. - Action **Update Company** Updates an existing company in CATS, including its name, owner, contact details, address and custom field values. - Action **Update Contact** Updates an existing contact in CATS, including name, owner, company, title, contact details, address and custom field values. - Action **Update Pipeline** Updates the rating of a candidate's pipeline record on a job in CATS. - 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 - [ **CATS** CATS is an applicant tracking system. Manage the entire tracking process from posting jobs to leading job...](https://apiant.ai/connections/cats) - [ **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 CATS - [ **CATS to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/cats-to-hubspot) - [ **CATS to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/cats-to-salesforce) - [ **CATS to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/cats-to-slack) - [ **CATS to Google Sheets** Google Sheets](https://apiant.ai/connect/cats-to-google-sheets) - [ **CATS to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/cats-to-gmail) - [ **CATS to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/cats-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 ## CATS and Insightly, answered ### ### What can start an automation from CATS? Any of CATS's 14 triggers in the catalog, including Candidate Updated, Company Status Changed, Company Updated and Contact Status Changed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Insightly when something happens in CATS? 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 CATS? Insightly has no triggers in the catalog today, so automations start in CATS. 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 CATS 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 CATS 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.