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
remote_idString
close_dateDateTime (ISO 8601)
descriptionString
remote_created_atDateTime (ISO 8601)
ownerUUID
statusEnum
last_activity_atDateTime (ISO 8601)
accountUUID
stageUUID
GET/v3.1/Organizations/Search
Merge interacts with this API endpoint to...
Access PhoneNumber information
PhoneNumber fields
phone_numberString
Access Account information
Account fields
nameString
phone_numbersArray
remote_idString
remote_created_atDateTime (ISO 8601)
remote_updated_atDateTime (ISO 8601)
ownerUUID
remote_dataArray
websiteString
last_activity_atDateTime (ISO 8601)
Access Address information
Address fields
cityString
postal_codeString
street_1String
countryEnum
stateString
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_idString
last_nameString
email_addressesArray
remote_created_atDateTime (ISO 8601)
remote_dataArray
accountUUID
first_nameString
Access PhoneNumber information
PhoneNumber fields
phone_numberString
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
subjectString
end_timeDateTime (ISO 8601)
remote_idString
ownerUUID
remote_dataArray
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
is_activeBoolean
remote_dataArray
emailString
remote_idString
GET/v3.1/Opportunities/Search
Merge interacts with this API endpoint to...
Access Opportunity information
Opportunity fields
last_activity_atDateTime (ISO 8601)
nameString
amountInteger
remote_idString
close_dateDateTime (ISO 8601)
descriptionString
remote_created_atDateTime (ISO 8601)
ownerUUID
statusEnum
remote_dataArray
accountUUID
stageUUID
GET/v3.1/Tasks
Merge interacts with this API endpoint to...
Access Task information
Task fields
subjectString
remote_idString
due_dateDateTime (ISO 8601)
contentString
ownerUUID
statusEnum
remote_dataArray
accountUUID
completed_dateDateTime (ISO 8601)
Access EngagementType information
EngagementType fields
remote_idString
nameString
Access Engagement information
Engagement fields
subjectString
end_timeDateTime (ISO 8601)
remote_idString
engagement_typeUUID
contentString
remote_dataArray
start_timeDateTime (ISO 8601)
GET/v3.1/Notes/Search
Merge interacts with this API endpoint to...
Access Note information
Note fields
remote_idString
contentString
remote_created_atDateTime (ISO 8601)
remote_updated_atDateTime (ISO 8601)
ownerUUID
remote_dataArray
accountUUID
contactUUID
GET/v3.1/Leads/Search
Merge interacts with this API endpoint to...
Access Lead information
Lead fields
companyString
converted_accountUUID
converted_dateDateTime (ISO 8601)
remote_idString
first_nameString
last_nameString
remote_created_atDateTime (ISO 8601)
remote_updated_atDateTime (ISO 8601)
ownerUUID
remote_dataArray
titleString
converted_contactUUID