Integration
Connect Typeform to Insightly
When something happens in Typeform, your agent does the next thing in Insightly. Describe it 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 Typeform and Insightly to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)Typeform collects the answers and Insightly holds the relationships, so joining them means a submitted form lands as a real CRM record instead of a row someone has to copy over. A new response can look up the matching contact in Insightly, create it when it is missing, and attach the answers as a note, task, lead or opportunity for the right owner.
Example flows
What Typeform can start in Insightly
When New Form Response in Typeform
then Create event 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 Typeform and Insightly
Triggers and actions 1 trigger · 53 actions
- New Form Response
Polling trigger: fires for each new completed form submission. Polls the responses endpoint and dedups by response token.
- Create Form
Create a new form. Provide the full form definition object (title, fields, etc.).
- Create or Update Webhook
Create or update a webhook on a form. Set url, enabled, and optional secret/verify_ssl.
- Create Theme
Create a new theme (name, colors, font, etc.).
- Create Workspace
Create a new workspace with the given name.
- Delete Form
Permanently delete a form by its form ID.
- Delete Theme
Delete a theme by its ID.
- Delete Webhook
Delete a webhook from a form by its tag.
- Delete Workspace
Delete a workspace by ID.
- Get Account
Retrieve the authenticated user's account/profile (/me).
- Get Form
Retrieve a single form definition by its form ID.
- Get Theme
Retrieve a single theme by its ID.
- Get Webhook
Retrieve a single webhook on a form by its tag.
- Get Workspace
Retrieve a single workspace by ID.
- List Forms
Retrieve all forms in your Typeform account (paginated).
- List Images
Retrieve all images in your account image library.
- List Responses
Retrieve responses (submissions) for a form, with optional filters (completed, since, until, page_size).
- List Themes
Retrieve all themes in your account (paginated).
- List Webhooks
List all webhooks configured on a form.
- List Workspaces
Retrieve all workspaces in your account (paginated).
- Update Form
Replace an existing form definition (full PUT) by form ID.
- 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 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
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Questions
Typeform and Insightly, answered
Will a repeat respondent create a duplicate contact in Insightly?
No, the agent can search contacts in Insightly by email address before writing anything, and only create a contact when the search comes back empty. When a match exists, it updates that contact or attaches the note to it instead.
Does Insightly need to start anything for this to work?
No, Insightly has no triggers here, so every scenario starts with a new completed Typeform response. From there the agent reads and writes Insightly records such as contacts, leads, tasks, events, opportunities and notes.
What can start an automation from Typeform?
Any of Typeform's 1 trigger in the catalog, including New Form Response. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Insightly when something happens in Typeform?
Any of Insightly's 33 actions, including Create event, Create lead, Create opportunity and Create task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Insightly to Typeform?
Insightly has no triggers in the catalog today, so automations start in Typeform. 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 Typeform 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.
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.