Integration
Connect Orderry to Insightly
When Ad Campaigns fires in Orderry, your agent runs Add contact to organisation in Insightly. Describe the whole flow 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 Orderry and Insightly to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.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 Orderry can start in Insightly
When Ad Campaigns in Orderry
then Add contact to organisation 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 Orderry and Insightly
Triggers and actions 6 triggers · 63 actions
- Ad Campaigns
Triggers when a new ad campaign is added in Orderry.
- Clients List
Triggers when a new client is added in Orderry.
- Employees List
Triggers when a new employee is added to the Orderry account.
- Lead Types
Triggers when a new lead type is added to your Orderry account.
- Locations
Triggers when a new location (branch) is added to the Orderry account.
- Order Custom Fields
Triggers when a new custom field is defined for orders in Orderry.
- Add Booking Item
Adds a product or service line item to an existing booking.
- Add Order Comment
Adds a comment to an order in Orderry, optionally marked as private.
- Add Task Comment
Adds a comment to an existing task in Orderry, optionally marked as private.
- Changing Order Status
Changes the status of an Orderry order, optionally with a comment explaining the change.
- Create a Client
Creates a new client (person contact) in Orderry with name, contact details, phones, tags and custom field values.
- Create a Lead
Creates a new lead (inquiry) in Orderry for a location, with optional contact, client, asset and custom field details.
- Create an Order
Creates a new order in Orderry at the chosen location with the chosen order type, optionally linking a client, asset and assignee.
- Create an Order Item
Adds a product or service line item to an existing Orderry order.
- Create an Order or Estimate
Creates a new estimate in Orderry for a location and order type, optionally with client, asset, schedule, notes and custom field values.
- Create a Payment
Records a payment (income or expense transaction) in an Orderry finance account, optionally linked to a client, order or sale.
- Create Booking
Creates a new booking (appointment) for a client at a location, assigned to an employee for a scheduled time window.
- Create Product
Creates a new product in your Orderry catalog with its category, unit of measure, prices and other details.
- Create Service
Creates a new service in your Orderry service catalog.
- Create Task
Creates a task in Orderry with a title, due date and assigned employees, optionally linked to an order, inquiry, client, task or invoice.
- Create Update_booking
Updates an existing booking's location, status, assignee, client, schedule, resource or comment.
- Find Service
Finds catalog services by name, barcode or category and returns the matching services.
- Get Assets
Returns the assets (devices, vehicles and other client or company equipment) in your account, optionally filtered by ID, serial number, warehouse or owner.
- Get Client by ID
Returns a single client record, including its contact details and custom field values, by its ID.
- Get Estimate
Returns a single estimate with its client, status, dates, totals and custom field values. Line items are not included.
- Get Estimate by Id
Returns a single estimate by its ID with its client, status, totals and custom field values. Line items are not included.
- Get Lead
Returns a single lead by its ID, including contact details, status and custom field values.
- Get Orders
Returns a list of orders, optionally filtered by type, location, status, manager, client, asset or date ranges.
- Get Task
Returns a single task by its ID.
- Search for Clients
Searches clients (people) by name, phone, email, manager, tag or creation/modification date and returns the matching client records.
- Update an Order Item
Updates an existing item (product or service line) on an Orderry order, such as its quantity, price, cost, discount, warranty, taxes or assignee.
- Update an Order or Estimate
Updates an existing order estimate in Orderry, changing only the fields you fill in.
- Update_booking_item
Updates the quantity, price, cost, discount, warranty, taxes or comment of an item already added to a booking.
- Update Client
Updates an existing client (person) in Orderry. Only the fields you fill in are changed.
- Update Product
Updates an existing product in the Orderry catalog. Only the fields you fill in are changed.
- Add contact to organisation
Link a contact to an organisation by updating the contact's ORGANISATION_ID.
- Create contact
Create a new contact in Insightly.
- Create event
Create a new calendar event in Insightly.
- Create lead
Create a new lead in Insightly.
- Create note
Create a new note in Insightly.
- Create opportunity
Create a new opportunity in Insightly.
- Create organisation
Create a new organisation in Insightly.
- Create project
Create a new project in Insightly.
- Create task
Create a new task in Insightly.
- Delete contact
Delete a contact by its CONTACT_ID.
- Delete lead
Delete a lead by its LEAD_ID.
- Delete opportunity
Delete an opportunity by its OPPORTUNITY_ID.
- Delete organisation
Delete an organisation by its ORGANISATION_ID.
- Get contact
Retrieve a single contact by its CONTACT_ID.
- Get event
Retrieves a single Insightly calendar event by its id, including its custom field values and links.
- Get lead
Retrieve a single lead by its LEAD_ID.
- Get note
Retrieves a single Insightly note by its id, including its title, body, owner, dates and linked records.
- Get opportunity
Retrieve a single opportunity by its OPPORTUNITY_ID.
- Get organisation
Retrieve a single organisation by its ORGANISATION_ID.
- Get project
Retrieve a single project by its PROJECT_ID.
- Get task
Retrieve a single task by its TASK_ID.
- List contacts
List contacts (paged) ordered by date.
- List leads
List leads (paged).
- List opportunities
List opportunities (paged).
- List organisations
List organisations (paged).
- List projects
List projects (paged).
- List tasks
List tasks (paged).
- List users
List Insightly users (useful for resolving owner/responsible user IDs).
- Search contacts
Search contacts by a single field value (e.g. email_address).
- Update contact
Update an existing contact in Insightly.
- Update lead
Update an existing lead in Insightly.
- Update opportunity
Update an existing opportunity in Insightly.
- Update organisation
Update an existing organisation in Insightly.
- Update task
Update 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 Orderry
Orderry to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Orderry to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Orderry to StripeStripe is a payment processing platform for online businesses.
Orderry to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Orderry to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
Orderry to PipedrivePipedrive is a sales CRM and pipeline management tool.
More into Insightly
Mailchimp to InsightlyMailchimp marketing automation and email platform.
Zoom to InsightlyZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
SendGrid to InsightlySendGrid by Twilio — email delivery and marketing platform.
Freshdesk to InsightlyFreshdesk is a cloud-based customer support and helpdesk platform.
Typeform to InsightlyBuild and publish online forms, surveys, and quizzes with Typeform.
Questions
Orderry and Insightly, answered
What can start an automation from Orderry?
Any of Orderry's 6 triggers in the catalog, including Ad Campaigns, Clients List, Employees List and Lead Types. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Insightly when something happens in Orderry?
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 Orderry?
Insightly has no triggers in the catalog today, so automations start in Orderry. 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 Orderry 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 Orderry 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.