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
nameString

remote_dataArray

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

subjectString

end_timeDateTime (ISO 8601)

ownerUUID

start_timeDateTime (ISO 8601)

remote_dataArray
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_dataArray

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

accountUUID

remote_idString

remote_created_atDateTime (ISO 8601)

statusEnum

nameString

close_dateDateTime (ISO 8601)

ownerUUID

last_activity_atDateTime (ISO 8601)

stageUUID

amountInteger

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

subjectString

remote_idString

contentString

due_dateDateTime (ISO 8601)

statusEnum

ownerUUID

completed_dateDateTime (ISO 8601)

remote_dataArray
Access EngagementType information
EngagementType fields
nameString

remote_idString
Access Engagement information
Engagement fields
engagement_typeUUID

remote_idString

subjectString

contentString

end_timeDateTime (ISO 8601)

start_timeDateTime (ISO 8601)

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

remote_idString

accountUUID

remote_created_atDateTime (ISO 8601)

contentString

ownerUUID

remote_dataArray

contactUUID
GET/v3.1/Leads/Search
Merge interacts with this API endpoint to...
Access Lead information
Lead fields
converted_dateDateTime (ISO 8601)

remote_updated_atDateTime (ISO 8601)

titleString

remote_idString

last_nameString

companyString

remote_created_atDateTime (ISO 8601)

first_nameString

ownerUUID

converted_contactUUID

converted_accountUUID

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

accountUUID

remote_idString

remote_created_atDateTime (ISO 8601)

statusEnum

nameString

close_dateDateTime (ISO 8601)

ownerUUID

last_activity_atDateTime (ISO 8601)

stageUUID

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
remote_updated_atDateTime (ISO 8601)

remote_idString

phone_numbersArray

remote_created_atDateTime (ISO 8601)

nameString

ownerUUID

last_activity_atDateTime (ISO 8601)

websiteString

remote_dataArray
Access Address information
Address fields
countryEnum

street_1String

stateString

postal_codeString

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
last_nameString

remote_idString

accountUUID

remote_created_atDateTime (ISO 8601)

first_nameString

email_addressesArray

remote_dataArray
Access PhoneNumber information
PhoneNumber fields
phone_numberString