Integration
Connect GrowSurf to Insightly
When something happens in GrowSurf, 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 GrowSurf 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)Example flows
What GrowSurf can start in Insightly
When New Participant in GrowSurf
then Add contact to organisation in Insightly
When Campaign Ended in GrowSurf
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 GrowSurf and Insightly
Triggers and actions 2 triggers · 37 actions
Trigger
Campaign EndedTriggers when a campaign ends.
Trigger
New ParticipantTriggers when a new participant is added or referred to your campaign.
Action
Add participantAdds a participant to a GrowSurf program, optionally crediting the person who referred them.
Action
List programsLists the referral and affiliate programs in your GrowSurf account.
Action
Trigger ReferralTriggers a referral for an existing referred participant, awarding referral credit to whoever referred them.
Action
Update programUpdates a GrowSurf program's name, company details, or status — including publishing it or ending it.
Action
Add contact to organisationLink a contact to an organisation by updating the contact's ORGANISATION_ID.
Action
Create contactCreate a new contact in Insightly.
Action
Create eventCreate a new calendar event in Insightly.
Action
Create leadCreate a new lead in Insightly.
Action
Create noteCreate a new note in Insightly.
Action
Create opportunityCreate a new opportunity in Insightly.
Action
Create organisationCreate a new organisation in Insightly.
Action
Create projectCreate a new project in Insightly.
Action
Create taskCreate a new task in Insightly.
Action
Delete contactDelete a contact by its CONTACT_ID.
Action
Delete leadDelete a lead by its LEAD_ID.
Action
Delete opportunityDelete an opportunity by its OPPORTUNITY_ID.
Action
Delete organisationDelete an organisation by its ORGANISATION_ID.
Action
Get contactRetrieve a single contact by its CONTACT_ID.
Action
Get eventRetrieves a single Insightly calendar event by its id, including its custom field values and links.
Action
Get leadRetrieve a single lead by its LEAD_ID.
Action
Get noteRetrieves a single Insightly note by its id, including its title, body, owner, dates and linked records.
Action
Get opportunityRetrieve a single opportunity by its OPPORTUNITY_ID.
Action
Get organisationRetrieve a single organisation by its ORGANISATION_ID.
Action
Get projectRetrieve a single project by its PROJECT_ID.
Action
Get taskRetrieve a single task by its TASK_ID.
Action
List leadsList leads (paged).
Action
List opportunitiesList opportunities (paged).
Action
List organisationsList organisations (paged).
Action
List projectsList projects (paged).
Action
List tasksList tasks (paged).
Action
List usersList Insightly users (useful for resolving owner/responsible user IDs).
Action
Search contactsSearch contacts by a single field value (e.g. email_address).
Action
Update contactUpdate an existing contact in Insightly.
Action
Update leadUpdate an existing lead in Insightly.
Action
Update opportunityUpdate an existing opportunity in Insightly.
Action
Update organisationUpdate an existing organisation in Insightly.
Action
Update taskUpdate 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 GrowSurf
GrowSurf to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
GrowSurf to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
GrowSurf to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
GrowSurf to MailchimpMailchimp marketing automation and email platform.
GrowSurf to StripeStripe is a payment processing platform for online businesses.
GrowSurf to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
More into Insightly
Mailchimp to InsightlyMailchimp marketing automation and email platform.
Stripe to InsightlyStripe is a payment processing platform for online businesses.
SendGrid to InsightlySendGrid by Twilio — email delivery and marketing platform.
Typeform to InsightlyBuild and publish online forms, surveys, and quizzes with Typeform.
Capsule CRM to InsightlyCapsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...
PagerDuty to InsightlyPagerDuty is an incident management and on-call alerting platform.
Questions
GrowSurf and Insightly, answered
What can start an automation from GrowSurf?
Any of GrowSurf's 2 triggers in the catalog, including New Participant and Campaign Ended. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Insightly when something happens in GrowSurf?
Any of Insightly's 33 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 GrowSurf?
Insightly has no triggers in the catalog today, so automations start in GrowSurf. 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 GrowSurf 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.