--- title: "Connect Order Sender to Insightly - APIANT.ai" description: "When \"New Client\" fires in Order Sender, your agent runs \"Add contact to organisation\" in Insightly." canonical: "https://apiant.ai/connect/order-sender-to-insightly" --- # Connect Order Sender to Insightly When **New Client** fires in [Order Sender](https://apiant.ai/connections/order-sender), 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. Order Sender **3** triggers Order Sender **22** 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 Order Sender 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 Order Sender can start in Insightly - When **New Client** in Order Sender then **Add contact to organisation** in Insightly - When **New Order** in Order Sender 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 Order Sender and Insightly ## Triggers and actions 3 triggers ยท 56 actions - Trigger **New Client** Triggers when a new customer is added to your Order Sender Business account. - Trigger **New Order** Triggers when a new order is sent in Order Sender Business. Fires once per order line (article) of orders sent in the last 7 days. - Trigger **New Product** Triggers when a new product is added to your Order Sender catalog. - Action **Delete Discount** Deletes a discount in Order Sender Business, identified by its customer and supplier codes and optionally its product or product category. - Action **Delete Payment Condition** Deletes a payment condition from Order Sender Business by its code. - Action **Delete Product** Deletes a product of a supplier by its product code. - Action **Delete Secondary Address** Deletes a customer's secondary address, identified by the customer code and the address name. - Action **Export Clients** Returns every customer in your Order Sender Business account, with contact details, address, tax data and assigned agents. - Action **Export Commissions** Returns the commission rules defined in Order Sender Business, optionally limited to one supplier. - Action **Export Discounts** Returns the discounts defined in Order Sender Business, optionally only those for one customer. - Action **Export Orders** Exports orders from Order Sender Business, optionally filtered by date range, order number range, supplier or specific order numbers. - Action **Export Payment Conditions** Returns the payment conditions defined in Order Sender, optionally limited to one supplier. - Action **Export Price Lists** Returns the price lists in your Order Sender account, with each product's price and discounts, optionally limited to one supplier. - Action **Export Products** Returns the products in your Order Sender account, optionally limited to one supplier. - Action **Export Secondary Addresses** Returns the secondary addresses (sedi) of your Order Sender customers, optionally only those of one customer. - Action **Export Suppliers** Returns every supplier in the Order Sender Business account with its code, name, contacts, address and commission settings. - Action **Import Client** Creates or updates a customer in Order Sender Business, matched by its unique customer code. - Action **Import Client Payment Condition** Assigns a payment condition to a customer in Order Sender Business, optionally scoped to a supplier. - Action **Import Commission** Imports a commission rate for a supplier, optionally limited to a product or product category, into Order Sender Business. - Action **Import Discount** Creates or updates a discount for a customer and supplier, optionally limited to a product or product category. - Action **Import Payment Condition** Creates or updates a payment condition in Order Sender by its code. - Action **Import Price List** Imports a product price into a supplier's price list in Order Sender, creating or updating the price list entry. - Action **Import Product** Creates or updates a product in the Order Sender catalog. - Action **Import Secondary Address** Creates or updates a secondary address (sede) for a customer in Order Sender Business. - Action **Import Supplier** Creates or updates a supplier in Order Sender Business, matched by its unique supplier code. - 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 - [ **Order Sender** Order Sender is a Mobile Sales tool for Order Collection, designed for Sales Networks and Sales Agents.](https://apiant.ai/connections/order-sender) - [ **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 Order Sender - [ **Order Sender to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/order-sender-to-salesforce) - [ **Order Sender to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/order-sender-to-slack) - [ **Order Sender to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/order-sender-to-stripe) - [ **Order Sender to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/order-sender-to-shopify) - [ **Order Sender to QuickBooks Online** QuickBooks Online accounting โ€” manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/order-sender-to-quickbooks-online) - [ **Order Sender to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/order-sender-to-pipedrive) ## 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 ## Order Sender and Insightly, answered ### ### What can start an automation from Order Sender? Any of Order Sender's 3 triggers in the catalog, including New Client, New Order and New Product. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Insightly when something happens in Order Sender? 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 Order Sender? Insightly has no triggers in the catalog today, so automations start in Order Sender. 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 Order Sender 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 Order Sender 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.