--- title: "Connect Google Sheets to Insightly - APIANT.ai" description: "When \"Aggregate Metric Changed\" fires in Google Sheets, your agent runs \"Add contact to organisation\" in Insightly." canonical: "https://apiant.ai/connect/google-sheets-to-insightly" --- # Connect Google Sheets to Insightly When **Aggregate Metric Changed** fires in [Google Sheets](https://apiant.ai/connections/google-sheets), 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. Google Sheets **16** triggers Google Sheets **46** 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 Google Sheets 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 Google Sheets can start in Insightly - When **Aggregate Metric Changed** in Google Sheets then **Add contact to organisation** in Insightly - When **Cell Range Values Changed** in Google Sheets 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 Google Sheets and Insightly ## Triggers and actions 16 triggers · 80 actions - Trigger **Aggregate Metric Changed** Fires when an aggregate metric (sum/avg/count/…) over a column changes. - Trigger **Cell Range Values Changed** Fires when the values in a specific cell range change. - Trigger **Conditional Format Rule Changed** Fires when a conditional-format rule changes. - Trigger **Data Validation Rule Changed** Fires when a data-validation rule changes. - Trigger **Developer Metadata Changed** Fires when developer metadata changes. - Trigger **Filtered Range Values Changed** Fires when the values in a filtered range change. - Trigger **New Rows** Fires when new rows are appended to a Google Sheet. - Trigger **New Sheet Added** Fires when a new sheet (tab) is added to a spreadsheet. - Trigger **New Spreadsheet Created** Fires when a new spreadsheet is created in the account. - Trigger **Spreadsheet Metadata Changed** Fires when spreadsheet metadata changes. - Trigger **Spreadsheet Properties Changed** Fires when spreadsheet properties change. - Trigger **Spreadsheet Row Changed** Fires when a row matching a query changes. - Trigger **Spreadsheet Search Match** Fires when a spreadsheet matching search criteria is found. - Trigger **Table Query Result Changed** Fires when the result of a SQL-style table query changes. - Trigger **Table Schema Changed** Fires when a table's column schema changes. - Trigger **Worksheet Names Changed** Fires when worksheet (tab) names change. - Action **Add Row** Append a row to a Google Sheet - Action **Aggregate Column Data** Read a range and compute an aggregate (sum|avg|min|max|count) over one column, skipping blank/non-numeric cells (so a header row is skipped automatically). - Action **Auto-Resize Rows or Columns** Auto-fit row heights or column widths over an index range via autoResizeDimensions. - Action **Change Sheet Properties** Update a worksheet's grid properties (row/column count) using an explicit field mask. - Action **Clear Basic Filter** Remove the basic filter from a sheet via clearBasicFilter. - Action **Clear Spreadsheet Row(s)** Clear the values in a range (formatting preserved). - Action **Copy Range** Copy a source cell range to a destination range within the spreadsheet. - Action **Copy Worksheet** Copy a worksheet into a destination spreadsheet. - Action **Create Chart** Add a basic embedded chart (column/bar/line/etc.) built from a domain range and a series range on a sheet. Returns the new chartId. - Action **Create Conditional Formatting Rule** Add a boolean conditional formatting rule (e.g. NUMBER_GREATER) that colors matching cells. - Action **Create Multiple Spreadsheet Rows** Append many rows in one call. - Action **Create Spreadsheet** Create a new Google Sheets spreadsheet with the given title. - Action **Create Spreadsheet Column** Insert a blank column at a given index. - Action **Create Spreadsheet Row** Append a single row of values to a sheet range. - Action **Create Spreadsheet Row at Top** Insert a blank row just below the header (row 2), then write the given values into it in one operation. - Action **Create Worksheet** Add a new worksheet (tab) to an existing spreadsheet. - Action **Delete Chart** Delete an embedded chart via deleteEmbeddedObject. - Action **Delete Sheet** Delete a worksheet from a spreadsheet by sheetId (gid). - Action **Delete Spreadsheet Row(s)** Delete a contiguous block of rows by index. - Action **Find and Replace** Find and replace text across the spreadsheet. Supply EXACTLY ONE scope: all_sheets=true OR sheet_id. Leave the other unset (do not pass all_sheets=false together with sheet_id). - Action **Find Spreadsheet** Find spreadsheets by exact name via the Drive API (cross-host through the googlesheets connection). - Action **Find Worksheet** Return the worksheet whose title matches the given title (sheet_id/index/found), reading the spreadsheet's sheet properties. - Action **Format Cell Range** Apply background color and bold formatting to a cell range via repeatCell. - Action **Format Spreadsheet Row** Apply a background color across an entire row via repeatCell over a row range. - Action **Get Conditional Format Rules** List all conditional-format rules on each sheet (paired with the sheetId so a follow-up update can target a rule by index). - Action **Get Data Range** Read all values in one or more ranges via batchGet. - Action **Get Data Validation Rules** Read the data-validation rule set on every cell of a range (per-cell dataValidation, via includeGridData with a field mask). - Action **Get Many Spreadsheet Rows (Advanced)** Read multiple ranges at once via batchGet. - Action **Get Row by ID** Read a single row range. NOTE: Google Sheets has no row ID; the row number IS the identity. - Action **Get Sheet Names** Return the titles of all sheets (tabs) in the spreadsheet. - Action **Get Spreadsheet by ID** Fetch spreadsheet metadata (title, sheets, gids, grid properties). - Action **List Charts** List all embedded charts (chartId + title) across every sheet in the spreadsheet. - Action **Lookup Spreadsheet Row** Read a range and return the FIRST row whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows). - Action **Lookup Spreadsheet Rows (Advanced)** Read multiple ranges via batchGet and return ALL rows whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows). - Action **Move Chart** Reposition an embedded chart to a new overlay anchor cell via updateEmbeddedObjectPosition. - Action **Rename Sheet** Rename a worksheet's title. - Action **Search Spreadsheets** Search spreadsheets by name substring (or full-text) via the Drive API, cross-host through the googlesheets connection. - Action **Set Basic Filter** Apply a basic filter to a range on a sheet via setBasicFilter. - Action **Set Data Validation** Apply a ONE_OF_LIST dropdown data-validation rule to a cell range. - Action **Sort Range** Sort a cell range by one column in ascending or descending order. - Action **Update Chart** Replace an existing chart's spec (title, chart type, domain/series ranges) via updateChartSpec. - Action **Update Conditional Format Rules** Replace an existing conditional-format rule (identified by its index on the sheet) with a new boolean rule. - Action **Update Data Validation Rule** Overwrite the data-validation rule on a cell range with a ONE_OF_LIST dropdown (same endpoint as create; setDataValidation replaces whatever rule the range held). - Action **Update Spreadsheet Row** Overwrite the values at a specific range. - Action **Update Spreadsheet Row(s)** Update one or more disjoint ranges in a single batch. - Action **Upsert Row** Read a range, find the row whose column_index cell equals match_value; UPDATE that row when found, otherwise APPEND a new row. One adaptive write request (method+path chosen by the match script). - 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 - [ **Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connections/google-sheets) - [ **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 Google Sheets - [ **Google Sheets to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/google-sheets-to-stripe) - [ **Google Sheets to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/google-sheets-to-quickbooks-online) - [ **Google Sheets to Notion** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/google-sheets-to-notion) - [ **Google Sheets to Airtable** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/google-sheets-to-airtable) - [ **Google Sheets to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/google-sheets-to-trello) - [ **Google Sheets to Intercom** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/google-sheets-to-intercom) ## 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 ## Google Sheets and Insightly, answered ### ### What can start an automation from Google Sheets? Any of Google Sheets's 16 triggers in the catalog, including Aggregate Metric Changed, Cell Range Values Changed, Conditional Format Rule Changed and Data Validation Rule 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 Google Sheets? 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 Google Sheets? Insightly has no triggers in the catalog today, so automations start in Google Sheets. 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 Google Sheets 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 Google Sheets 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.