--- title: "Connect MailUp to Insightly - APIANT.ai" description: "When \"New Email Message in List\" fires in MailUp, your agent runs \"Add contact to organisation\" in Insightly." canonical: "https://apiant.ai/connect/mailup-to-insightly" --- # Connect MailUp to Insightly When **New Email Message in List** fires in [MailUp](https://apiant.ai/connections/mailup), 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. MailUp **4** triggers MailUp **25** 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 MailUp 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 MailUp can start in Insightly - When **New Email Message in List** in MailUp then **Add contact to organisation** in Insightly - When **New Group** in MailUp 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 MailUp and Insightly ## Triggers and actions 4 triggers · 59 actions - Trigger **New Email Message in List** A new email message was created in the list. MailUp is a multi-list environment and messages are list-specific. - Trigger **New Group** New group added to the specified list. MailUp is a multi-list environment and groups are list-specific. - Trigger **New Recipient Subscribed** There is a new subscriber in the specified list. MailUp is a multi-list environment. - Trigger **New Recipient Unsubscribed** A recipient unsubscribed from the specified list. MailUp is a multi-list environment. - Action **Add list** Create a new list. POST Console/List - Action **Add Recipient to Group** Add recipient to the specified group on the list. - Action **Add Recipient to List** Adds a new recipient to the specified list as a subscriber. - Action **Create New Email Message** Create a new email message on the specified list. - Action **Create New Group** Add a new group to the specified list. MailUp is a multi-list environment. - Action **Delete email message** Delete an email message. DELETE Console/List/{id_List}/Email/{id_Message} - Action **Delete group** Delete a group in a list. DELETE Console/List/{id_List}/Group/{id_Group} - Action **Delete list** Delete a list. DELETE Console/List/{id_List} - Action **Get email message** Retrieve email message details. GET Console/List/{id_List}/Email/{id_Message} - Action **Get list** Retrieve list details by id. GET Console/List/{id_List} - Action **List email messages** Retrieve email messages of a list. GET Console/List/{id_List}/Emails - Action **List Email Message Sendings** lists the sendings (send tasks, with recipients count and status) created for an email message. - Action **List Group Recipients** Lists the recipients in a MailUp group (GET Console/Group/{id_group}/Recipients), with id, email, name and personal data fields. - Action **List groups** Retrieve groups of a list. GET Console/List/{id_List}/Groups - Action **List lists** Retrieve the console's lists. GET Console/List on services.mailup.com/API/v1.1/Rest/ConsoleService.svc - Action **List subscribed recipients** Retrieve subscribed recipients of a list. GET Console/List/{id_List}/Recipients/Subscribed - Action **Remove recipient from group** Unsubscribe a recipient from a group. DELETE Console/Group/{id_Group}/Unsubscribe/{id_Recipient} - Action **Remove Recipient From List** This method unsubscribe the given recipient from the specified list. - Action **Send Message to Email Address** Sends the specified message (previously created in MailUp in the specified List) to the email address specified. - Action **Send Message to Group** Send a message to a predefined group in the specified list. - Action **Send message to list** Send an email message to all recipients of a list. POST Console/List/{id_List}/Email/{id_Message}/Send - Action **Unsubscribe recipient from list** Unsubscribe a recipient from a list. DELETE Console/List/{id_List}/Unsubscribe/{id_Recipient} - Action **Update email message** Modify an email message. PUT Console/List/{id_List}/Email/{id_Message} - Action **Update group** Modify a group in a list. PUT Console/List/{id_List}/Group/{id_Group} - Action **Update list** Modify details of a list. PUT Console/List/{id_List} - 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 - [ **MailUp** MailUp is your complete email delivery solution.](https://apiant.ai/connections/mailup) - [ **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 MailUp - [ **MailUp to Maildroppa** Maildroppa is a B2B email-marketing platform that lets you create, send and track campaigns, manage...](https://apiant.ai/connect/mailup-to-maildroppa) - [ **MailUp to SendPulse** SendPulse is an Integrated messaging platform providing user communication on all devices with Emails, SMS...](https://apiant.ai/connect/mailup-to-sendpulse) - [ **MailUp to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/mailup-to-salesforce) - [ **MailUp to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/mailup-to-slack) - [ **MailUp to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/mailup-to-stripe) - [ **MailUp to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/mailup-to-shopify) ## 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 ## MailUp and Insightly, answered ### ### What can start an automation from MailUp? Any of MailUp's 4 triggers in the catalog, including New Email Message in List, New Group, New Recipient Subscribed and New Recipient Unsubscribed. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Insightly when something happens in MailUp? 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 MailUp? Insightly has no triggers in the catalog today, so automations start in MailUp. 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 MailUp 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 MailUp 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.