Insightly
Common Model Sync Frequencies
Accessed third-party endpoints
Merge interacts with Insightly API endpoints to access certain information as detailed below.
API Endpoints
POST/v3.1/Opportunities
Merge interacts with this API endpoint to...
Access Opportunity information
Opportunity fields
nameString
amountInteger
statusEnum
close_dateDateTime (ISO 8601)
remote_created_atDateTime (ISO 8601)
accountUUID
descriptionString
last_activity_atDateTime (ISO 8601)
stageUUID
ownerUUID
remote_idString
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
start_timeDateTime (ISO 8601)
remote_dataArray
subjectString
ownerUUID
remote_idString
end_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
emailString
is_activeBoolean
remote_dataArray
remote_idString
GET/v3.1/Opportunities/Search
Merge interacts with this API endpoint to...
Access Opportunity information
Opportunity fields
nameString
remote_dataArray
amountInteger
statusEnum
close_dateDateTime (ISO 8601)
remote_created_atDateTime (ISO 8601)
accountUUID
descriptionString
last_activity_atDateTime (ISO 8601)
stageUUID
ownerUUID
remote_idString
GET/v3.1/Tasks
Merge interacts with this API endpoint to...
Access Task information
Task fields
remote_dataArray
statusEnum
completed_dateDateTime (ISO 8601)
accountUUID
contentString
subjectString
ownerUUID
due_dateDateTime (ISO 8601)
remote_idString
Access EngagementType information
EngagementType fields
remote_idString
nameString
Access Engagement information
Engagement fields
start_timeDateTime (ISO 8601)
remote_dataArray
contentString
engagement_typeUUID
subjectString
remote_idString
end_timeDateTime (ISO 8601)
GET/v3.1/Notes/Search
Merge interacts with this API endpoint to...
Access Note information
Note fields
remote_dataArray
remote_updated_atDateTime (ISO 8601)
remote_created_atDateTime (ISO 8601)
contentString
accountUUID
contactUUID
ownerUUID
remote_idString
GET/v3.1/Leads/Search
Merge interacts with this API endpoint to...
Access Lead information
Lead fields
first_nameString
remote_dataArray
remote_updated_atDateTime (ISO 8601)
titleString
companyString
remote_created_atDateTime (ISO 8601)
last_nameString
converted_dateDateTime (ISO 8601)
converted_contactUUID
converted_accountUUID
ownerUUID
remote_idString
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_dataArray
phone_numbersArray
remote_updated_atDateTime (ISO 8601)
websiteString
remote_created_atDateTime (ISO 8601)
last_activity_atDateTime (ISO 8601)
nameString
ownerUUID
remote_idString
Access Address information
Address fields
postal_codeString
street_1String
countryEnum
stateString
cityString
GET/v3.1/Contacts/Search
Merge interacts with this API endpoint to...
Access EmailAddress information
EmailAddress fields
email_addressString
Access Contact information
Contact fields
email_addressesArray
first_nameString
remote_dataArray
remote_created_atDateTime (ISO 8601)
accountUUID
last_nameString
remote_idString
Access PhoneNumber information
PhoneNumber fields
phone_numberString