Integration
Connect Freshdesk to Insightly
When something happens in Freshdesk, your agent does the next thing in Insightly. Describe it and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Freshdesk and Insightly to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Freshdesk holds the tickets, contacts and companies your support team works from, while Insightly holds the contacts, organisations, tasks and leads your sales side works from. Connecting them means a new Freshdesk ticket, contact or company can land in Insightly as a note, task, contact or organisation, without anyone retyping it.
Example flows
What Freshdesk can start in Insightly
When New Company in Freshdesk
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 Freshdesk and Insightly
Triggers and actions 3 triggers · 54 actions
- New Company
Triggers when a new company is created.
- New Contact
Triggers when a new contact is created.
- New Ticket
Triggers when a new ticket is created.
- Add Note to Ticket
Adds a private or public note to a ticket.
- Create Company
Creates a new company.
- Create Contact
Creates a new contact.
- Create Ticket
Creates a new ticket in Freshdesk.
- Delete Contact
Deletes a contact by ID.
- Delete Ticket
Deletes a ticket by ID.
- Get Agent
Retrieves an agent by ID.
- Get Company
Retrieves a company by ID.
- Get Contact
Retrieves a contact by ID.
- Get Ticket
Retrieves a single ticket by ID.
- List Agents
Lists all agents.
- List Companies
Lists companies.
- List Contacts
Lists contacts.
- List Ticket Conversations
Lists all conversations (replies and notes) on a ticket.
- List Tickets
Lists tickets, most recently updated first.
- Reply to Ticket
Adds a public reply to a ticket conversation.
- Search Contacts
Searches contacts using a Freshdesk query string.
- Search Tickets
Searches tickets using a Freshdesk query string.
- Update Company
Updates a company by ID.
- Update Contact
Updates a contact by ID.
- Update Ticket
Updates an existing ticket by ID.
- Add contact to organisation
Link a contact to an organisation by updating the contact's ORGANISATION_ID.
- Create contact
Create a new contact in Insightly.
- Create event
Create a new calendar event in Insightly.
- Create lead
Create a new lead in Insightly.
- Create note
Create a new note in Insightly.
- Create opportunity
Create a new opportunity in Insightly.
- Create organisation
Create a new organisation in Insightly.
- Create project
Create a new project in Insightly.
- Create task
Create a new task in Insightly.
- Delete contact
Delete a contact by its CONTACT_ID.
- Delete lead
Delete a lead by its LEAD_ID.
- Delete opportunity
Delete an opportunity by its OPPORTUNITY_ID.
- Delete organisation
Delete an organisation by its ORGANISATION_ID.
- Get contact
Retrieve a single contact by its CONTACT_ID.
- Get event
Retrieves a single Insightly calendar event by its id, including its custom field values and links.
- Get lead
Retrieve a single lead by its LEAD_ID.
- Get note
Retrieves a single Insightly note by its id, including its title, body, owner, dates and linked records.
- Get opportunity
Retrieve a single opportunity by its OPPORTUNITY_ID.
- Get organisation
Retrieve a single organisation by its ORGANISATION_ID.
- Get project
Retrieve a single project by its PROJECT_ID.
- Get task
Retrieve a single task by its TASK_ID.
- List leads
List leads (paged).
- List opportunities
List opportunities (paged).
- List organisations
List organisations (paged).
- List projects
List projects (paged).
- List tasks
List tasks (paged).
- List users
List Insightly users (useful for resolving owner/responsible user IDs).
- Search contacts
Search contacts by a single field value (e.g. email_address).
- Update contact
Update an existing contact in Insightly.
- Update lead
Update an existing lead in Insightly.
- Update opportunity
Update an existing opportunity in Insightly.
- Update organisation
Update an existing organisation in Insightly.
- Update task
Update an existing task in Insightly.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Freshdesk
Freshdesk to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Freshdesk to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Freshdesk to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Freshdesk to MailchimpMailchimp marketing automation and email platform.
Freshdesk to StripeStripe is a payment processing platform for online businesses.
Freshdesk to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Insightly
Zoom to InsightlyZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
SendGrid to InsightlySendGrid by Twilio — email delivery and marketing platform.
Typeform to InsightlyBuild and publish online forms, surveys, and quizzes with Typeform.
Freshworks CRM to InsightlyFreshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.
Questions
Freshdesk and Insightly, answered
Can the agent check whether the person already exists in Insightly before creating anything?
Yes. It can search Insightly contacts by email address first, then create a contact or a task only when the result says the record exists. Both scenarios, match and no match, are tested before it goes live.
Can something in Insightly start a workflow that updates Freshdesk?
No, Insightly has no triggers listed here, so every workflow starts from a Freshdesk event such as a new ticket, contact or company. The agent can still read from and write to Insightly, and write back to Freshdesk with a note, reply or ticket update.
What can start an automation from Freshdesk?
Any of Freshdesk's 3 triggers in the catalog, including New Company, New Contact and New Ticket. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Insightly when something happens in Freshdesk?
Any of Insightly's 33 actions, including Create contact, Create organisation, Search contacts and Create event. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Insightly to Freshdesk?
Insightly has no triggers in the catalog today, so automations start in Freshdesk. 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 Freshdesk 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.
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.