Integration
Connect Zoho Projects to Insightly
When something happens in Zoho Projects, 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 Zoho Projects 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)Example flows
What Zoho Projects can start in Insightly
When New Bug in Zoho Projects
then Add contact to organisation 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 Zoho Projects and Insightly
Triggers and actions 5 triggers · 47 actions
- New Bug
Triggered when a new bug is created
- New Milestone
Triggered when a new milestone is created
- New Project
Trigger when a new project is created.
- New Task
Triggers when a task is created or completed.
- New Task List
Triggered when a new task list is created in a project
- Add subtask
Adds a new subtask under an existing task
- Create Bug
Creates a new Bug.
- Create Project
Creates a new Project.
- Create Task
Creates a new Task.
- Delete project
Delete a project.
- Delete task
Delete a task.
- Find Project
Returns the projects in the portal whose name contains the text you give.
- Find Project Owner
Returns the owner of a Zoho Projects project.
- Get project
Get a project by id.
- Get task
Get a task by id.
- List projects
List projects in a portal.
- Update bug
Update a bug.
- Update Project
Updates existing project.
- Update task
Update a task.
- 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
Reviews
What our customers say
More from Zoho Projects
Zoho Projects to ZoomZoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...
Zoho Projects to LinkedInLinkedIn is a professional networking platform enabling job seekers, companies, and thought leaders to...
Zoho Projects to FacebookFacebook is a social media and advertising platform used by individuals and businesses to connect, share...
Zoho Projects to AnthropicAnthropic builds Claude, a family of large language models.
Zoho Projects to Google AnalyticsGoogle Analytics tracks and reports website traffic, user behavior, and conversion data, enabling marketers...
Zoho Projects to Google MapsIntegrate Google Maps to access location data, geocoding, directions, and mapping services in your...
More into Insightly
Mailchimp to InsightlyMailchimp marketing automation and email platform.
Stripe to InsightlyStripe is a payment processing platform for online businesses.
SendGrid to InsightlySendGrid by Twilio — email delivery and marketing platform.
Freshdesk to InsightlyFreshdesk is a cloud-based customer support and helpdesk platform.
Typeform to InsightlyBuild and publish online forms, surveys, and quizzes with Typeform.
Questions
Zoho Projects and Insightly, answered
What can start an automation from Zoho Projects?
Any of Zoho Projects's 5 triggers in the catalog, including New Bug, New Milestone, New Project 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 Zoho Projects?
Any of Insightly's 33 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 Zoho Projects?
Insightly has no triggers in the catalog today, so automations start in Zoho Projects. 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 Zoho Projects 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.