--- title: "Connect Runn to Insightly - APIANT.ai" description: "When \"New Assignment\" fires in Runn, your agent runs \"Add contact to organisation\" in Insightly." canonical: "https://apiant.ai/connect/runn-to-insightly" --- # Connect Runn to Insightly When **New Assignment** fires in [Runn](https://apiant.ai/connections/runn), 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. Runn **11** triggers Runn **13** 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 Runn 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 Runn can start in Insightly - When **New Assignment** in Runn then **Add contact to organisation** in Insightly - When **New Client** in Runn 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 Runn and Insightly ## Triggers and actions 11 triggers · 47 actions - Trigger **New Assignment** Triggers when a new assignment is created in Runn, optionally limited to one person, role or project. - Trigger **New Client** Triggers when a new client is created in Runn. - Trigger **New Contract** Triggers when a new contract is added to a person in Runn. - Trigger **New Holiday Group** Triggers when a new holiday group is added to your Runn account. - Trigger **New Person** Triggers when a new person is added in Runn. - Trigger **New Project** Triggers when a new project is created in Runn. - Trigger **New Rate Card** Triggers when a new rate card is created in Runn. - Trigger **New Role** Triggers when a new role is created in Runn. - Trigger **New Skill** Triggers when a new skill is created in Runn. - Trigger **New Team** Triggers when a new team is created in Runn. - Trigger **New User** Triggers when a new user is added to your Runn account. - Action **Assign a Manager** Adds a Runn user as a manager of a person or placeholder, keeping any managers they already have. Returns the updated person. - Action **Create Assignment** Creates an assignment that schedules a person or placeholder on a project in a role for a date range, with the same number of minutes on each working day. - Action **Create Client** Creates a new client in Runn with a name and, optionally, a website and links to external systems. - Action **Create Contract** Adds a new contract to a person in Runn, setting their role, dates, employment type, cost and working hours. - Action **Create Person** Creates a person in Runn, along with their first contract (role, employment type, cost and working hours). - Action **Create Project** Creates a project in Runn for a client, optionally setting its budget, pricing model, rate card, team and managers, or duplicating it from an existing template project. - Action **Create Role** Creates a role in Runn, with optional default hourly cost, standard charge-out rate and external references. - Action **Create Skill** Creates a new skill in Runn that can be assigned to people and placeholders. - Action **Create Timesheet (Actual)** Records the time a person actually spent on a project for one day, creating the actual or overwriting an existing one for the same date, person, project, role and workstream. - Action **Find Client** Returns Runn clients whose name contains the text you enter (case-insensitive), with each client's id, website, archived status and external references. - Action **Find Person** Finds people in Runn by email, first name, last name or external id, returning every match and the first matching person. - Action **Find Project** Returns the projects whose name contains the text you give (ignoring case), optionally narrowed by external ID or last-modified date. - Action **Find Role** Finds roles in Runn whose name contains the text you give, ignoring case. Returns the matching roles, how many matched, and the first match. - 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 - [ **Runn** Runn is a resource management platform that helps teams align people, projects, and strategy with real-time...](https://apiant.ai/connections/runn) - [ **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 Runn - [ **Runn to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/runn-to-salesforce) - [ **Runn to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/runn-to-slack) - [ **Runn to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/runn-to-stripe) - [ **Runn to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/runn-to-shopify) - [ **Runn to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/runn-to-trello) - [ **Runn to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/runn-to-zoom) ## 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 ## Runn and Insightly, answered ### ### What can start an automation from Runn? Any of Runn's 11 triggers in the catalog, including New Assignment, New Client, New Contract and New Holiday Group. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Insightly when something happens in Runn? 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 Runn? Insightly has no triggers in the catalog today, so automations start in Runn. 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 Runn 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 Runn 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.