--- title: "Connect DialMyCalls to Insightly - APIANT.ai" description: "When \"New Contact\" fires in DialMyCalls, your agent runs \"Create contact\" in Insightly." canonical: "https://apiant.ai/connect/dialmycalls-to-insightly" --- # Connect DialMyCalls to Insightly When **New Contact** fires in [DialMyCalls](https://apiant.ai/connections/dialmycalls), 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. DialMyCalls **2** triggers DialMyCalls **21** 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 DialMyCalls 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 DialMyCalls can start in Insightly - When **New Contact** in DialMyCalls then **Create contact** in Insightly - When **List Incoming Texts** in DialMyCalls 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 DialMyCalls and Insightly ## Triggers and actions 2 triggers · 55 actions - Trigger **List Incoming Texts** Triggers when a new text message comes in to your DialMyCalls number. - Trigger **New Contact** Triggered when a new contact is added to your DialMyCalls address book. - Action **Add a Contact** Adds a contact to your DialMyCalls account, optionally placing them in one or more groups. - Action **Add a Group** Creates a new contact group in your DialMyCalls account. - Action **Add a Recording (From Phone Call)** Creates a recording by having DialMyCalls call a phone number so the person can record the message over the phone. - Action **Add a Recording (From URL)** Creates a recording in DialMyCalls from an MP3 or WAV sound file at a web address you supply. - Action **Add a Recording (Text-to-Speech)** Creates a recording in DialMyCalls by turning text you supply into a spoken message, in the voice and language you choose. - Action **Delete a Contact** Deletes a contact from your DialMyCalls account. - Action **Delete a Group** Deletes a contact group from your DialMyCalls account. - Action **Delete a Recording** Deletes a recording from your DialMyCalls account. - Action **Get a Contact** Returns one contact from your DialMyCalls address book, including their name, phone number, email and the groups they belong to. - Action **Get a Group** Returns one contact group from your DialMyCalls account, including its name and how many contacts are in it. - Action **Get an Incoming Text** Returns one text message that came in to your DialMyCalls number, including who it came from and the message body. - Action **Get a Recording** Returns one recording from your DialMyCalls account, including its name, length and the web address of its sound file. - Action **List Call Broadcasts** Returns all the call broadcasts in your DialMyCalls account. - Action **List Caller IDs** Returns all the caller IDs on your DialMyCalls account, including whether each one has been verified. - Action **List Contacts** Returns all the contacts in your DialMyCalls address book, with their names, phone numbers and email addresses. - Action **List Groups** Returns all the contact groups in your DialMyCalls account, with each group's name and contact count. - Action **List Recordings** Returns all the recordings in your DialMyCalls account, with each recording's name, length and sound file address. - Action **List Text Broadcasts** Returns all the text broadcasts in your DialMyCalls account, with each one's message, recipient count and send time. - Action **Update a Contact** Updates a contact in your DialMyCalls address book. Fields you leave blank are left as they are. - Action **Update a Group** Renames a contact group in your DialMyCalls account. - Action **Update a Recording** Renames a recording in your DialMyCalls account. - 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 - [ **DialMyCalls** DialMyCalls provides calling and texting to customers around the world.](https://apiant.ai/connections/dialmycalls) - [ **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 DialMyCalls - [ **DialMyCalls to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/dialmycalls-to-hubspot) - [ **DialMyCalls to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/dialmycalls-to-salesforce) - [ **DialMyCalls to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/dialmycalls-to-slack) - [ **DialMyCalls to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/dialmycalls-to-google-sheets) - [ **DialMyCalls to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/dialmycalls-to-gmail) - [ **DialMyCalls to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/dialmycalls-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 ## DialMyCalls and Insightly, answered ### ### What can start an automation from DialMyCalls? Any of DialMyCalls's 2 triggers in the catalog, including New Contact and List Incoming Texts. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Insightly when something happens in DialMyCalls? 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 DialMyCalls? Insightly has no triggers in the catalog today, so automations start in DialMyCalls. 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 DialMyCalls 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 DialMyCalls 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.