--- title: "Connect Wrike to Insightly - APIANT.ai" description: "When \"New Comment\" fires in Wrike, your agent runs \"Add contact to organisation\" in Insightly." canonical: "https://apiant.ai/connect/wrike-to-insightly" --- # Connect Wrike to Insightly When **New Comment** fires in [Wrike](https://apiant.ai/connections/wrike), 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. Wrike **3** triggers Wrike **25** 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 Wrike 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) Wrike is where the work gets planned and tracked, and Insightly is where the client record lives. Connecting them means a new Wrike task or project folder can turn into an Insightly task, project or note against the right account, and comments written in Wrike can land on the customer record instead of being retyped. Example flows ## What Wrike can start in Insightly - When **New Comment** in Wrike then **Add contact to organisation** in Insightly - When **New Folder** in Wrike 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 Wrike and Insightly ## Triggers and actions 3 triggers · 59 actions - Trigger **New Comment** Trigger when a comment is created. - Trigger **New Folder** Triggered when a new folder or project is created. Polling. - Trigger **New Task** Triggered when a new task is created. Polling. - Action **Add attachment** Uploads a file as a new attachment on a Wrike task. - Action **Add dependency** Create a dependency between tasks. - Action **Add space** Create a space. - Action **Create Comment** Adds a comment to a task. - Action **Create Folder** Creates a new folder or project under a parent folder. - Action **Create Task** Creates a new task in a folder. - Action **Delete Comment** Delete a comment. - Action **Delete Folder** Deletes a folder or project by ID. - Action **Delete Task** Deletes a task by ID. - Action **Get Contact** Get a contact by id. - Action **Get Current User** Retrieves the authenticated account user info. - Action **Get Folder** Retrieves a single folder or project by ID. - Action **Get Task** Retrieves a single task by ID. - Action **List Attachments** List attachments of a task or folder. - Action **List Comments** Lists comments on a task. - Action **List Contacts** Lists all contacts (users) in the account. - Action **List Custom Fields** List custom fields. - Action **List Dependencies** Returns the dependencies (predecessor/successor links, relation type, lag time) of a task. - Action **List Folders** Lists all folders and projects in the account. - Action **List Spaces** List spaces. - Action **List Tasks** Lists tasks in the account, optionally filtered. - Action **Update Comment** Update a comment. - Action **Update Contact** Update a contact. - Action **Update Folder** Update a folder or project. - Action **Update Task** Updates an existing task. - 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 - [ **Wrike** Wrike is a flexible project management and collaboration platform that enables you to organize your...](https://apiant.ai/connections/wrike) - [ **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 Wrike - [ **Wrike to Eventbrite** Eventbrite is an event management and ticketing platform.](https://apiant.ai/connect/wrike-to-eventbrite) - [ **Wrike to Wufoo** Wufoo is an easy way to build and manage online HTML forms and collect entries.](https://apiant.ai/connect/wrike-to-wufoo) - [ **Wrike to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/wrike-to-zoom) - [ **Wrike to LinkedIn** LinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...](https://apiant.ai/connect/wrike-to-linkedin) - [ **Wrike to Facebook** Facebook is a social media and advertising platform used by individuals and businesses to connect, share...](https://apiant.ai/connect/wrike-to-facebook) - [ **Wrike to Anthropic** Anthropic builds Claude, a family of large language models.](https://apiant.ai/connect/wrike-to-anthropic) ## 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 ## Wrike and Insightly, answered ### ### Can something in Insightly start a workflow in Wrike? No, the trigger always comes from Wrike, such as a new task, a new folder or a new comment. Insightly is used for actions and lookups, like searching contacts, listing projects or creating a task, note or opportunity. ### ### How do you make sure the Insightly record ends up on the right account? The agent adds a lookup step first, for example listing Insightly projects or searching contacts by email to find the match. If nothing matches you can choose to skip the record or create the organisation or contact before continuing. ### ### What can start an automation from Wrike? Any of Wrike's 3 triggers in the catalog, including New Comment, New Folder and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Insightly when something happens in Wrike? Any of Insightly's 34 actions, including Create event, Create note, Create opportunity and Create project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Insightly to Wrike? Insightly has no triggers in the catalog today, so automations start in Wrike. 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 Wrike 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 Wrike 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.