Insightly
Merge interacts with Insightly API endpoints to access certain information as detailed below.
API Endpoints
GET/v3.1/Organizations/Search
Merge interacts with this API endpoint to...
Access PhoneNumber information
PhoneNumber fields
phone_numberStringAccess Account information
Account fields
websiteStringremote_dataArrayownerUUIDremote_idStringphone_numbersArrayremote_updated_atDateTime (ISO 8601)remote_created_atDateTime (ISO 8601)nameStringlast_activity_atDateTime (ISO 8601)Access Address information
Address fields
street_1StringstateStringcountryEnumcityStringpostal_codeStringGET/v3.1/Contacts/Search
Merge interacts with this API endpoint to...
Access EmailAddress information
EmailAddress fields
email_addressStringAccess Contact information
Contact fields
accountUUIDremote_dataArrayemail_addressesArrayremote_idStringfirst_nameStringlast_nameStringremote_created_atDateTime (ISO 8601)Access PhoneNumber information
PhoneNumber fields
phone_numberStringPOST/v3.1/Opportunities
Merge interacts with this API endpoint to...
Access Opportunity information
Opportunity fields
accountUUIDownerUUIDremote_idStringamountIntegerdescriptionStringstatusEnumremote_created_atDateTime (ISO 8601)nameStringstageUUIDclose_dateDateTime (ISO 8601)last_activity_atDateTime (ISO 8601)GET/v3.1/PipelineStages
Merge interacts with this API endpoint to...
Access Stage information
Stage fields
nameStringremote_dataArrayremote_idStringGET/v3.1/Emails
Merge interacts with this API endpoint to...
Access Engagement information
Engagement fields
end_timeDateTime (ISO 8601)remote_dataArraysubjectStringownerUUIDremote_idStringstart_timeDateTime (ISO 8601)GET/v3.1/Contacts/{contact_id}
Merge interacts with this API endpoint to...
Access Engagement information
Engagement fields
accountUUIDGET/v3.1/Users/Search
Merge interacts with this API endpoint to...
Access User information
User fields
remote_idStringremote_dataArrayemailStringis_activeBooleanGET/v3.1/Opportunities/Search
Merge interacts with this API endpoint to...
Access Opportunity information
Opportunity fields
accountUUIDremote_dataArrayownerUUIDremote_idStringamountIntegerdescriptionStringstatusEnumremote_created_atDateTime (ISO 8601)nameStringstageUUIDclose_dateDateTime (ISO 8601)last_activity_atDateTime (ISO 8601)GET/v3.1/Tasks
Merge interacts with this API endpoint to...
Access Task information
Task fields
accountUUIDremote_dataArraysubjectStringdue_dateDateTime (ISO 8601)contentStringownerUUIDremote_idStringstatusEnumcompleted_dateDateTime (ISO 8601)Access EngagementType information
EngagementType fields
nameStringremote_idStringAccess Engagement information
Engagement fields
end_timeDateTime (ISO 8601)remote_dataArraysubjectStringcontentStringremote_idStringstart_timeDateTime (ISO 8601)engagement_typeUUIDGET/v3.1/Notes/Search
Merge interacts with this API endpoint to...
Access Note information
Note fields
accountUUIDremote_dataArraycontentStringownerUUIDremote_idStringremote_updated_atDateTime (ISO 8601)contactUUIDremote_created_atDateTime (ISO 8601)GET/v3.1/Leads/Search
Merge interacts with this API endpoint to...
Access Lead information
Lead fields
titleStringremote_dataArrayownerUUIDremote_idStringremote_updated_atDateTime (ISO 8601)first_nameStringcompanyStringconverted_dateDateTime (ISO 8601)last_nameStringconverted_contactUUIDconverted_accountUUIDremote_created_atDateTime (ISO 8601)