Insightly
Common Model Sync Frequencies
Accessed third-party endpoints
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_numberString
Access Account information
Account fields
websiteString

remote_dataArray

ownerUUID

remote_idString

phone_numbersArray

remote_updated_atDateTime (ISO 8601)

remote_created_atDateTime (ISO 8601)

nameString

last_activity_atDateTime (ISO 8601)
Access Address information
Address fields
street_1String

stateString

countryEnum

cityString

postal_codeString
GET/v3.1/Contacts/Search
Merge interacts with this API endpoint to...
Access EmailAddress information
EmailAddress fields
email_addressString
Access Contact information
Contact fields
accountUUID

remote_dataArray

email_addressesArray

remote_idString

first_nameString

last_nameString

remote_created_atDateTime (ISO 8601)
Access PhoneNumber information
PhoneNumber fields
phone_numberString
POST/v3.1/Opportunities
Merge interacts with this API endpoint to...
Access Opportunity information
Opportunity fields
accountUUID

ownerUUID

remote_idString

amountInteger

descriptionString

statusEnum

remote_created_atDateTime (ISO 8601)

nameString

stageUUID

close_dateDateTime (ISO 8601)

last_activity_atDateTime (ISO 8601)
GET/v3.1/PipelineStages
Merge interacts with this API endpoint to...
Access Stage information
Stage fields
nameString

remote_dataArray

remote_idString
GET/v3.1/Emails
Merge interacts with this API endpoint to...
Access Engagement information
Engagement fields
end_timeDateTime (ISO 8601)

remote_dataArray

subjectString

ownerUUID

remote_idString

start_timeDateTime (ISO 8601)
GET/v3.1/Contacts/{contact_id}
Merge interacts with this API endpoint to...
Access Engagement information
Engagement fields
accountUUID
GET/v3.1/Users/Search
Merge interacts with this API endpoint to...
Access User information
User fields
remote_idString

remote_dataArray

emailString

is_activeBoolean
GET/v3.1/Opportunities/Search
Merge interacts with this API endpoint to...
Access Opportunity information
Opportunity fields
accountUUID

remote_dataArray

ownerUUID

remote_idString

amountInteger

descriptionString

statusEnum

remote_created_atDateTime (ISO 8601)

nameString

stageUUID

close_dateDateTime (ISO 8601)

last_activity_atDateTime (ISO 8601)
GET/v3.1/Tasks
Merge interacts with this API endpoint to...
Access Task information
Task fields
accountUUID

remote_dataArray

subjectString

due_dateDateTime (ISO 8601)

contentString

ownerUUID

remote_idString

statusEnum

completed_dateDateTime (ISO 8601)
Access EngagementType information
EngagementType fields
nameString

remote_idString
Access Engagement information
Engagement fields
end_timeDateTime (ISO 8601)

remote_dataArray

subjectString

contentString

remote_idString

start_timeDateTime (ISO 8601)

engagement_typeUUID
GET/v3.1/Notes/Search
Merge interacts with this API endpoint to...
Access Note information
Note fields
accountUUID

remote_dataArray

contentString

ownerUUID

remote_idString

remote_updated_atDateTime (ISO 8601)

contactUUID

remote_created_atDateTime (ISO 8601)
GET/v3.1/Leads/Search
Merge interacts with this API endpoint to...
Access Lead information
Lead fields
titleString

remote_dataArray

ownerUUID

remote_idString

remote_updated_atDateTime (ISO 8601)

first_nameString

companyString

converted_dateDateTime (ISO 8601)

last_nameString

converted_contactUUID

converted_accountUUID

remote_created_atDateTime (ISO 8601)