--- title: "Connect Swapcard Organizer to Insightly - APIANT.ai" description: "When \"New Exhibitor\" fires in Swapcard Organizer, your agent runs \"Add contact to organisation\" in Insightly." canonical: "https://apiant.ai/connect/swapcard-organizer-to-insightly" --- # Connect Swapcard Organizer to Insightly When **New Exhibitor** fires in [Swapcard Organizer](https://apiant.ai/connections/swapcard-organizer), 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. Swapcard Organizer **4** triggers Swapcard Organizer **14** 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 Swapcard Organizer 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 Swapcard Organizer can start in Insightly - When **New Exhibitor** in Swapcard Organizer then **Add contact to organisation** in Insightly - When **New Person** in Swapcard Organizer 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 Swapcard Organizer and Insightly ## Triggers and actions 4 triggers · 48 actions - Trigger **New Exhibitor** Triggers when a new exhibitor is created inside the event. - Trigger **New Person** Triggers when a new person is created inside the event. - Trigger **Updated Exhibitor** Triggers when a exhibitor is updated inside the event. - Trigger **Updated Person** Triggers when a person is updated inside the event. - Action **Add or Remove a Badge to a Person in an Event** Add or remove a badge to a peson in an event. - Action **Add or Remove a Person as Member of the Exhihitors** Add or remove a person as member of the exhibitors. - Action **Create Exhibitor** Create a new exhibitor on the event. - Action **Create Person** Creates a new event person. - Action **Find a Person** Find for a person by a specific field. - Action **Get event** Get one event by id. - Action **Get Event Person** Returns one event person by id, including groups, badges and session attendance (event-admin GraphQL eventPerson). - Action **Get Event Person Badges** Returns the badges (barcodes: type and value) assigned to one person in an event, via the eventPerson GraphQL query with an eventPeopleIds filter selecting badges {... on BadgeBarcode }. - Action **List events** List events in the organizer account. - Action **List exhibitors** List exhibitors of an event. - Action **Search Planning by Id** Find an planning by id. - Action **Update Event Person Groups** Update an event person groups. - Action **Update exhibitor** Update an exhibitor in an event. - Action **Update Person** Update a event person. - 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 - [ **Swapcard Organizer** Swapcard Organizer is an event platform for virtual, hybrid, and in-person events.](https://apiant.ai/connections/swapcard-organizer) - [ **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 Swapcard Organizer - [ **Swapcard Organizer to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/swapcard-organizer-to-trello) - [ **Swapcard Organizer to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/swapcard-organizer-to-zoom) - [ **Swapcard Organizer to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/swapcard-organizer-to-twilio) - [ **Swapcard Organizer to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/swapcard-organizer-to-typeform) - [ **Swapcard Organizer to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/swapcard-organizer-to-webflow) - [ **Swapcard Organizer to Wix** The Wix website builder gives businesses of any size the tools to create, manage and grow a fully integrated...](https://apiant.ai/connect/swapcard-organizer-to-wix) ## 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 ## Swapcard Organizer and Insightly, answered ### ### What can start an automation from Swapcard Organizer? Any of Swapcard Organizer's 4 triggers in the catalog, including New Exhibitor, New Person, Updated Exhibitor and Updated Person. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Insightly when something happens in Swapcard Organizer? 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 Swapcard Organizer? Insightly has no triggers in the catalog today, so automations start in Swapcard Organizer. 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 Swapcard Organizer 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 Swapcard Organizer 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.