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/PipelineStages
Merge interacts with this API endpoint to...
Access Stage information
Stage fields
remote_dataArray

remote_idString

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

subjectString

remote_dataArray

start_timeDateTime (ISO 8601)

remote_idString

ownerUUID
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_dataArray

emailString

remote_idString

is_activeBoolean
GET/v3.1/Opportunities/Search
Merge interacts with this API endpoint to...
Access Opportunity information
Opportunity fields
close_dateDateTime (ISO 8601)

statusEnum

stageUUID

remote_dataArray

amountInteger

descriptionString

nameString

last_activity_atDateTime (ISO 8601)

remote_created_atDateTime (ISO 8601)

accountUUID

remote_idString

ownerUUID
GET/v3.1/Tasks
Merge interacts with this API endpoint to...
Access Task information
Task fields
subjectString

statusEnum

contentString

remote_dataArray

completed_dateDateTime (ISO 8601)

due_dateDateTime (ISO 8601)

accountUUID

remote_idString

ownerUUID
Access EngagementType information
EngagementType fields
remote_idString

nameString
Access Engagement information
Engagement fields
end_timeDateTime (ISO 8601)

subjectString

contentString

remote_dataArray

start_timeDateTime (ISO 8601)

engagement_typeUUID

remote_idString
GET/v3.1/Notes/Search
Merge interacts with this API endpoint to...
Access Note information
Note fields
remote_updated_atDateTime (ISO 8601)

contentString

remote_dataArray

contactUUID

remote_created_atDateTime (ISO 8601)

accountUUID

remote_idString

ownerUUID
GET/v3.1/Leads/Search
Merge interacts with this API endpoint to...
Access Lead information
Lead fields
converted_contactUUID

last_nameString

companyString

remote_updated_atDateTime (ISO 8601)

remote_dataArray

titleString

first_nameString

converted_dateDateTime (ISO 8601)

remote_created_atDateTime (ISO 8601)

converted_accountUUID

remote_idString

ownerUUID
POST/v3.1/Opportunities
Merge interacts with this API endpoint to...
Access Opportunity information
Opportunity fields
close_dateDateTime (ISO 8601)

statusEnum

stageUUID

amountInteger

descriptionString

nameString

last_activity_atDateTime (ISO 8601)

remote_created_atDateTime (ISO 8601)

accountUUID

remote_idString

ownerUUID
GET/v3.1/Organizations/Search
Merge interacts with this API endpoint to...
Access PhoneNumber information
PhoneNumber fields
phone_numberString
Access Account information
Account fields
remote_updated_atDateTime (ISO 8601)

websiteString

remote_dataArray

phone_numbersArray

nameString

last_activity_atDateTime (ISO 8601)

remote_created_atDateTime (ISO 8601)

remote_idString

ownerUUID
Access Address information
Address fields
stateString

postal_codeString

cityString

countryEnum

street_1String
GET/v3.1/Contacts/Search
Merge interacts with this API endpoint to...
Access EmailAddress information
EmailAddress fields
email_addressString
Access Contact information
Contact fields
last_nameString

remote_dataArray

first_nameString

remote_created_atDateTime (ISO 8601)

email_addressesArray

accountUUID

remote_idString
Access PhoneNumber information
PhoneNumber fields
phone_numberString