--- title: "Connect ONLYOFFICE DocSpace to Insightly - APIANT.ai" description: "When \"File Created\" fires in ONLYOFFICE DocSpace, your agent runs \"Add contact to organisation\" in Insightly." canonical: "https://apiant.ai/connect/onlyoffice-docspace-to-insightly" --- # Connect ONLYOFFICE DocSpace to Insightly When **File Created** fires in [ONLYOFFICE DocSpace](https://apiant.ai/connections/onlyoffice-docspace), 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. ONLYOFFICE DocSpace **8** triggers ONLYOFFICE DocSpace **19** 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 ONLYOFFICE DocSpace 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 ONLYOFFICE DocSpace can start in Insightly - When **File Created** in ONLYOFFICE DocSpace then **Add contact to organisation** in Insightly - When **File Created in My Documents** in ONLYOFFICE DocSpace 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 ONLYOFFICE DocSpace and Insightly ## Triggers and actions 8 triggers ยท 53 actions - Trigger **File Created** Triggers when a new file is created in the selected DocSpace folder or room. - Trigger **File Created in My Documents** Triggers when a new file is created in your My documents section. - Trigger **Folder Created** Triggers when a new folder is created inside the selected folder or room. - Trigger **Folder Created in My Documents** Triggers when a new folder is created in your My Documents section. - Trigger **Room Archived** Triggers when a room is moved to the Archive section of your DocSpace. - Trigger **Room Created** Triggers when a new room is created in the DocSpace portal. - Trigger **User Added** Triggers when a new user is added to the DocSpace portal. - Trigger **User Joined** Triggers when a user joins the DocSpace portal by activating their account. - Action **Archive Room** Moves a DocSpace room to the Archive section. - Action **Create File** Creates a new document, spreadsheet or presentation file in a DocSpace folder or room. - Action **Create File in My Documents** Creates a new blank document, spreadsheet or presentation in your My documents section. - Action **Create Folder** Creates a new folder with the given title inside a folder or room. - Action **Create Folder in My Documents** Creates a new folder in your My Documents section. - Action **Create Room** Creates a new room in the DocSpace Rooms section and returns the room's information. - Action **Delete Folder** Deletes a folder in DocSpace. The deletion runs as a background file operation, which is returned. - Action **Delete Folder From My Documents** Deletes a folder from My Documents in ONLYOFFICE DocSpace. - Action **Download File** Returns a temporary pre-signed download link for a DocSpace file. - Action **Download File From My Documents** Returns a temporary download link for a file in My Documents. - Action **Find User by Email** Finds a DocSpace user by email address and returns their profile. - Action **Get External Link** Returns the primary external (public share) link of a DocSpace room. - Action **Get Room Access List** Returns the list of users, groups and links that have access to a room, with their access rights. - Action **Invite User** Invites a person to the DocSpace portal by email with the chosen user role. - Action **Search File** Searches a DocSpace folder or room for files whose title matches the given text. - Action **Search Folder** Searches a DocSpace folder or room for subfolders whose name matches the given text and returns the matches. - Action **Share Room** Shares a room with a person by email or user id, giving them the chosen access level, and optionally sends them a notification. - Action **Upload File** Uploads a file from a URL into a chosen DocSpace folder or room. - Action **Upload File to My Documents** Uploads a file to your My documents section in ONLYOFFICE DocSpace. - 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 - [ **ONLYOFFICE DocSpace** ONLYOFFICE DocSpace is a room-based collaboration environment for organizing teamwork on an any content.](https://apiant.ai/connections/onlyoffice-docspace) - [ **Insightly** Insightly CRM โ€” manage contacts, leads, organisations, opportunities, projects, tasks, events and notes.](https://apiant.ai/connections/insightly) Reviews ## What our customers say ## More from ONLYOFFICE DocSpace - [ **ONLYOFFICE DocSpace to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/onlyoffice-docspace-to-supabase) - [ **ONLYOFFICE DocSpace to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/onlyoffice-docspace-to-salesforce) - [ **ONLYOFFICE DocSpace to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/onlyoffice-docspace-to-slack) - [ **ONLYOFFICE DocSpace to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/onlyoffice-docspace-to-stripe) - [ **ONLYOFFICE DocSpace to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/onlyoffice-docspace-to-shopify) - [ **ONLYOFFICE DocSpace to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/onlyoffice-docspace-to-quickbooks-online) ## 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 โ€” 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 ## ONLYOFFICE DocSpace and Insightly, answered ### ### What can start an automation from ONLYOFFICE DocSpace? Any of ONLYOFFICE DocSpace's 8 triggers in the catalog, including File Created, File Created in My Documents, Folder Created and Folder Created in My Documents. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Insightly when something happens in ONLYOFFICE DocSpace? 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 ONLYOFFICE DocSpace? Insightly has no triggers in the catalog today, so automations start in ONLYOFFICE DocSpace. 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 ONLYOFFICE DocSpace 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 ONLYOFFICE DocSpace 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.