--- title: "Connect Stripe to Insightly - APIANT.ai" description: "When \"New Customer\" fires in Stripe, your agent runs \"Create lead\" in Insightly." canonical: "https://apiant.ai/connect/stripe-to-insightly" --- # Connect Stripe to Insightly When **New Customer** fires in [Stripe](https://apiant.ai/connections/stripe), your agent runs **Create lead** in [Insightly](https://apiant.ai/connections/insightly). Describe the whole flow and it is built, tested on every scenario and kept running. Stripe **11** triggers Stripe **21** 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 Stripe 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) Stripe knows who paid; Insightly holds the relationship. Joining them means a new subscription, charge, invoice or refund in Stripe can land in Insightly as a contact, lead, opportunity, note or task, with the customer's email used to find the right record. Your CRM then reflects what actually happened on the payment side. Example flows ## What Stripe can start in Insightly - When **New Customer** in Stripe then **Create lead** in Insightly - When **New Invoice** in Stripe then **Create task** 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 Stripe and Insightly ## Triggers and actions 11 triggers · 55 actions - Trigger **New Charge** Triggers when a new charge is created. - Trigger **New Charge (instant)** Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}. - Trigger **New Customer** Triggers when a new customer is created. - Trigger **New Event** Triggers when a new Stripe event is created (covers all event types via the Events API). - Trigger **New Invoice** Triggers when a new invoice is created. - Trigger **New paid and available charge** Triggered when a new paid and available charge is created. - Trigger **New paid charge** Triggered when a new paid charge is created. - Trigger **New plan** Triggered when a new plan is created. - Trigger **New Product** Triggers when a new product is created. - Trigger **New Refund** Triggers when a new refund is created. - Trigger **New Subscription** Triggers when a new subscription is created. - Action **Cancel Subscription** Cancels a subscription by its ID. - Action **Create Charge** Creates a charge. Amount is in the smallest currency unit (e.g. cents). - Action **Create charges (bulk charge creation)** Creates a charge in Stripe. - Action **Create Customer** Creates a new customer in Stripe. - Action **Create Payment Intent** Creates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit. - Action **Create Price** Creates a price for a product. unit_amount is in the smallest currency unit. - Action **Create Product** Creates a product (a good or service) in Stripe. - Action **Create Refund** Refunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund. - Action **Create refund by charge id (distinct from Create Refund)** Creates a refund for a specific charge id. - Action **Create Subscription** Creates a subscription for a customer to one or more prices. - Action **Delete Customer** Permanently deletes a customer by ID. - Action **Find Customer by Email** Searches for customers matching an email address. - Action **Get Charge** Retrieves a charge by its ID. - Action **Get charge details (distinct from Get Charge)** Retrieves a charge's details by its charge id. - Action **Get Customer** Retrieves a customer by their Stripe ID. - Action **Get Invoice** Retrieves an invoice by its ID. - Action **Get Refund** Retrieves a refund by its ID. - Action **Get Subscription** Retrieves a subscription by its ID. - Action **Get transaction details** Retrieves a transaction's details by its transaction id. - Action **List balance transactions** List balance transactions (txn_xxx) for the account, most recent first. - Action **Update Customer** Updates an existing customer by ID. - 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 - [ **Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connections/stripe) - [ **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 Stripe - [ **Stripe to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/stripe-to-slack) - [ **Stripe to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/stripe-to-gmail) - [ **Stripe to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/stripe-to-pipedrive) - [ **Stripe to Airtable** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/stripe-to-airtable) - [ **Stripe to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/stripe-to-jira) - [ **Stripe to ClickUp** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/stripe-to-clickup) ## More into Insightly - [ **Mailchimp to Insightly** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-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) - [ **Freshworks CRM to Insightly** Freshworks CRM (Freshsales Suite) — manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/freshworks-crm-to-insightly) Questions ## Stripe and Insightly, answered ### ### Can something in Insightly start a workflow in Stripe? No — Insightly is used here for actions only, such as creating or updating contacts, leads, opportunities, notes and tasks. Workflows start from Stripe events like a new charge, customer, invoice, refund or subscription. ### ### How do you avoid creating the same person twice in Insightly? The agent uses Search contacts in Insightly on the email address from the Stripe customer before creating anything, and only creates a contact when nothing matches. When a contact is found, later actions attach to that existing record. ### ### What can start an automation from Stripe? Any of Stripe's 11 triggers in the catalog, including New Customer, New Invoice, New paid charge and New Refund. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Insightly when something happens in Stripe? Any of Insightly's 34 actions, including Create lead, Create note, Create task and Update opportunity. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Insightly to Stripe? Insightly has no triggers in the catalog today, so automations start in Stripe. 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 Stripe 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 Stripe 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.