--- title: "Connect Zoom to Insightly - APIANT.ai" description: "When \"Meeting ended\" fires in Zoom, your agent runs \"Create lead\" in Insightly." canonical: "https://apiant.ai/connect/zoom-to-insightly" --- # Connect Zoom to Insightly When **Meeting ended** fires in [Zoom](https://apiant.ai/connections/zoom), 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. Zoom **15** triggers Zoom **17** 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 Zoom 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) Zoom knows who met, who registered and what was recorded; Insightly holds the contacts, leads, tasks and events your team works from. Connecting them means a finished meeting or webinar registration can land in Insightly as a note, lead, task or calendar event, matched to the right record instead of typed in later. Example flows ## What Zoom can start in Insightly - When **Meeting ended** in Zoom then **Create lead** in Insightly - When **Meeting registration cancelled** in Zoom 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 Zoom and Insightly ## Triggers and actions 15 triggers ยท 51 actions - Trigger **Meeting ended** Triggered when a meeting ends. - Trigger **Meeting participant joined** Triggers when a participant joins a meeting. - Trigger **Meeting registration cancelled** Triggered when a meeting registration is cancelled. - Trigger **Meeting started** Triggered when a meeting starts. - Trigger **New recording completed** Triggered when a cloud recording is completed. - Trigger **New recording completed (all active licensed accounts)** Triggered when a cloud recording is completed in any licensed active account. - Trigger **New recording completed (specified account)** Triggered when a cloud recording is completed for the specified account. - Trigger **New webinar registrant** Triggers when a new registrant is added to a Webinar. - Trigger **Recording completed** Triggered when a recording completes. - Trigger **Upcoming meeting** Triggered when a meeting is upcoming in the specified amount of time. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered. - Trigger **Upcoming meeting (all active licensed accounts)** Triggered when a meeting is upcoming in the specified amount of time for any active licensed account. NOTE: this trigger only fetches up to 300 meetings at a time for each account. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered. - Trigger **Upcoming meeting (specified account)** Triggered when a meeting is upcoming in the specified amount of time for the specified account. NOTE: this trigger only fetches up to 300 meetings at a time. If more than 300 meetings are within the specified timeframe, those additional meetings will not be triggered. - Trigger **Upcoming meeting via integration setting (all active licensed accounts)** Triggered when a meeting is upcoming in the amount of time given by the specified integration setting stored in a lookup table. The default is 30 minutes if the setting is not found. - Trigger **Webinar ended** Triggered when a webinar ends. - Trigger **Webinar started** Triggered when a webinar starts. - Action **Add meeting registrant** Adds a registrant to the specified meeting. The meeting must have been created with an approval_type of "0" or "1", in which registrants are either automatically or manually approved. - Action **Create meeting** Creates a new meeting. - Action **Delete meeting** Deletes the specified meeting. - Action **End meeting** Immediately ends a meeting. - Action **Find meeting by agenda** Finds a meeting that matches the provided agenda. An error occurs if zero or multiple meetings match. - Action **Get approved meeting registrants** Returns approved registrants (up to 300 max) registrants for the specified meeting. - Action **Get connection mode** Returns the mode of the named Zoom connection, either Individual or Admin. - Action **Get meeting** Outputs details for the specified meeting. - Action **Get meeting registrant** Returns details for the specified registrant in the specified meeting. - Action **Get user** Returns a Zoom user's profile and settings by user ID or email. - Action **Get user settings** Outputs all settings for the specified user. - Action **List cloud recordings** Lists cloud recordings for a Zoom user within a date range. - Action **List meetings** Lists a Zoom user's scheduled, live, or upcoming meetings. - Action **List users** Lists the users on the Zoom account. - Action **Update meeting** Updates an existing meeting. - Action **Update meeting registrant status** Updates a registrant's status for the specified meeting. - Action **Update user settings** Updates the specified user's settings. - 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 - [ **Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connections/zoom) - [ **Insightly** Insightly CRM โ€” manage contacts, leads, organisations, opportunities, projects, tasks, events and notes.](https://apiant.ai/connections/insightly) Reviews ## What our customers say ## More from Zoom - [ **Zoom to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/zoom-to-slack) - [ **Zoom to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/zoom-to-google-sheets) - [ **Zoom to ActiveCampaign** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/zoom-to-activecampaign) - [ **Zoom to Airtable** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/zoom-to-airtable) - [ **Zoom to ClickUp** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/zoom-to-clickup) - [ **Zoom to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/zoom-to-typeform) ## 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) - [ **SendGrid to Insightly** SendGrid by Twilio โ€” 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) - [ **Freshworks CRM to Insightly** Freshworks CRM (Freshsales Suite) โ€” manage contacts, sales accounts, deals, notes, tasks, and appointments.](https://apiant.ai/connect/freshworks-crm-to-insightly) Questions ## Zoom and Insightly, answered ### ### Can a Zoom event update an existing Insightly contact instead of making a duplicate? Yes. The agent can search Insightly contacts by email address first and only create a note, task or contact when the search result tells it what already exists. You decide what happens when no match is found. ### ### Insightly has no triggers, so can anything start in Insightly? No, the starting point has to be a Zoom trigger such as a meeting ending, a recording completing or a new webinar registrant. Insightly is used through its actions, including lookups like Search contacts and List users to resolve owners before writing. ### ### What can start an automation from Zoom? Any of Zoom's 15 triggers in the catalog, including Meeting ended, Meeting registration cancelled, New recording completed and New recording completed (all active licensed accounts). Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Insightly when something happens in Zoom? Any of Insightly's 34 actions, including Create event, Create lead, Create note and Create task. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Insightly to Zoom? Insightly has no triggers in the catalog today, so automations start in Zoom. 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 Zoom 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 Zoom 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.