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_idString

remote_dataArray

nameString
GET/v3.1/Emails
Merge interacts with this API endpoint to...
Access Engagement information
Engagement fields
ownerUUID

subjectString

remote_dataArray

end_timeDateTime (ISO 8601)

start_timeDateTime (ISO 8601)

remote_idString
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
is_activeBoolean

emailString

remote_idString

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

ownerUUID

remote_created_atDateTime (ISO 8601)

last_activity_atDateTime (ISO 8601)

remote_dataArray

nameString

descriptionString

stageUUID

close_dateDateTime (ISO 8601)

remote_idString

accountUUID

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

ownerUUID

contentString

subjectString

remote_dataArray

due_dateDateTime (ISO 8601)

completed_dateDateTime (ISO 8601)

remote_idString

accountUUID
Access EngagementType information
EngagementType fields
remote_idString

nameString
Access Engagement information
Engagement fields
contentString

subjectString

remote_dataArray

end_timeDateTime (ISO 8601)

start_timeDateTime (ISO 8601)

remote_idString

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

contentString

remote_created_atDateTime (ISO 8601)

remote_updated_atDateTime (ISO 8601)

remote_dataArray

contactUUID

remote_idString

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

converted_dateDateTime (ISO 8601)

companyString

remote_created_atDateTime (ISO 8601)

remote_updated_atDateTime (ISO 8601)

converted_accountUUID

remote_dataArray

converted_contactUUID

first_nameString

titleString

last_nameString

remote_idString
POST/v3.1/Opportunities
Merge interacts with this API endpoint to...
Access Opportunity information
Opportunity fields
statusEnum

ownerUUID

remote_created_atDateTime (ISO 8601)

last_activity_atDateTime (ISO 8601)

nameString

descriptionString

stageUUID

close_dateDateTime (ISO 8601)

remote_idString

accountUUID

amountInteger
GET/v3.1/Organizations/Search
Merge interacts with this API endpoint to...
Access PhoneNumber information
PhoneNumber fields
phone_numberString
Access Account information
Account fields
ownerUUID

websiteString

remote_created_atDateTime (ISO 8601)

last_activity_atDateTime (ISO 8601)

remote_updated_atDateTime (ISO 8601)

remote_dataArray

nameString

phone_numbersArray

remote_idString
Access Address information
Address fields
countryEnum

cityString

street_1String

stateString

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
remote_created_atDateTime (ISO 8601)

remote_dataArray

first_nameString

last_nameString

email_addressesArray

remote_idString

accountUUID
Access PhoneNumber information
PhoneNumber fields
phone_numberString