--- title: "Connect Typeform to Insightly - APIANT.ai" description: "When \"New Form Response\" fires in Typeform, your agent runs \"Create lead\" in Insightly." canonical: "https://apiant.ai/connect/typeform-to-insightly" --- # Connect Typeform to Insightly When **New Form Response** fires in [Typeform](https://apiant.ai/connections/typeform), 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. Typeform **1** trigger Typeform **20** 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 Typeform 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) 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 lead** in Insightly - When **New Form Response** in Typeform 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 Typeform and Insightly ## Triggers and actions 1 trigger · 54 actions - Trigger **New Form Response** Polling trigger: fires for each new completed form submission. Polls the responses endpoint and dedups by response token. - Action **Create Form** Create a new form. Provide the full form definition object (title, fields, etc.). - Action **Create or Update Webhook** Create or update a webhook on a form. Set url, enabled, and optional secret/verify_ssl. - Action **Create Theme** Create a new theme (name, colors, font, etc.). - Action **Create Workspace** Create a new workspace with the given name. - Action **Delete Form** Permanently delete a form by its form ID. - Action **Delete Theme** Delete a theme by its ID. - Action **Delete Webhook** Delete a webhook from a form by its tag. - Action **Delete Workspace** Delete a workspace by ID. - Action **Get Account** Retrieve the authenticated user's account/profile (/me). - Action **Get Form** Retrieve a single form definition by its form ID. - Action **Get Theme** Retrieve a single theme by its ID. - Action **Get Webhook** Retrieve a single webhook on a form by its tag. - Action **Get Workspace** Retrieve a single workspace by ID. - Action **List Forms** Retrieve all forms in your Typeform account (paginated). - Action **List Images** Retrieve all images in your account image library. - Action **List Responses** Retrieve responses (submissions) for a form, with optional filters (completed, since, until, page_size). - Action **List Themes** Retrieve all themes in your account (paginated). - Action **List Webhooks** List all webhooks configured on a form. - Action **List Workspaces** Retrieve all workspaces in your account (paginated). - Action **Update Form** Replace an existing form definition (full PUT) by form 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 - [ **Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connections/typeform) - [ **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 Typeform - [ **Typeform to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/typeform-to-salesforce) - [ **Typeform to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/typeform-to-slack) - [ **Typeform to Airtable** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/typeform-to-airtable) - [ **Typeform to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/typeform-to-jira) - [ **Typeform to SendGrid** SendGrid by Twilio — email delivery and marketing platform.](https://apiant.ai/connect/typeform-to-sendgrid) - [ **Typeform to Intercom** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/typeform-to-intercom) ## 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) - [ **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 ## 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 34 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. ### ### Can my AI client use Typeform 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.