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