Integration
Connect Spotio to Insightly
When Activity Created fires in Spotio, 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 Spotio 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 Spotio can start in Insightly
When Activity Created in Spotio
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 Spotio and Insightly
Triggers and actions 6 triggers · 43 actions
- Activity Created
Triggers when a new activity (such as a visit, call or note) is logged in SPOTIO.
- Activity Created or Updated
Triggers when an activity in SPOTIO is logged or changed.
- Document Added to Record
Triggers when a document is added to a chosen SPOTIO record.
- Record Created
Triggers when a new record (pin/lead) is created in SPOTIO.
- Record Created or Updated
Triggers when a SPOTIO record is created or updated.
- Record Stage Changed
Triggers when a SPOTIO record moves to a different stage.
- Create Activity
Logs a new activity (such as a visit, call or event) on a SPOTIO record.
- Create Activity Note
Adds a note to a SPOTIO record.
- Create Appointment
Schedules an appointment on a SPOTIO record.
- Create Record
Creates a new SPOTIO record (pin/lead) with its stage, owner, address and custom field values.
- Enroll Contact to Autoplay
Enrolls a SPOTIO record's contacts into an autoplay sequence.
- Search Activity by ActivityId
Returns one SPOTIO activity by its ID, including the record it belongs to.
- Search Record
Searches SPOTIO records by any text (name, address, phone, email or field value) and returns the matches.
- Update Activity
Updates an existing SPOTIO activity's title, notes, date, result or done state.
- Update Record
Updates one value on an existing SPOTIO record, such as its stage, owner or a custom field.
- 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
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Questions
Spotio and Insightly, answered
What can start an automation from Spotio?
Any of Spotio's 6 triggers in the catalog, including Activity Created, Activity Created or Updated, Document Added to Record and Record Created. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Insightly when something happens in Spotio?
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 Spotio?
Insightly has no triggers in the catalog today, so automations start in Spotio. 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 Spotio 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 Spotio 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.