Insightly
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
nameStringremote_dataArrayremote_idStringGET/v3.1/Emails
Merge interacts with this API endpoint to...
Access Engagement information
Engagement fields
start_timeDateTime (ISO 8601)subjectStringremote_dataArrayownerUUIDend_timeDateTime (ISO 8601)remote_idStringGET/v3.1/Contacts/{contact_id}
Merge interacts with this API endpoint to...
Access Engagement information
Engagement fields
accountUUIDGET/v3.1/Users/Search
Merge interacts with this API endpoint to...
Access User information
User fields
is_activeBooleanemailStringremote_dataArrayremote_idStringGET/v3.1/Opportunities/Search
Merge interacts with this API endpoint to...
Access Opportunity information
Opportunity fields
close_dateDateTime (ISO 8601)nameStringlast_activity_atDateTime (ISO 8601)amountIntegeraccountUUIDstatusEnumdescriptionStringremote_created_atDateTime (ISO 8601)remote_dataArrayownerUUIDstageUUIDremote_idStringGET/v3.1/Tasks
Merge interacts with this API endpoint to...
Access Task information
Task fields
completed_dateDateTime (ISO 8601)accountUUIDsubjectStringcontentStringstatusEnumremote_dataArrayownerUUIDdue_dateDateTime (ISO 8601)remote_idStringAccess EngagementType information
EngagementType fields
nameStringremote_idStringAccess Engagement information
Engagement fields
start_timeDateTime (ISO 8601)subjectStringcontentStringengagement_typeUUIDremote_dataArrayend_timeDateTime (ISO 8601)remote_idStringGET/v3.1/Notes/Search
Merge interacts with this API endpoint to...
Access Note information
Note fields
accountUUIDcontentStringremote_created_atDateTime (ISO 8601)remote_dataArrayownerUUIDcontactUUIDremote_updated_atDateTime (ISO 8601)remote_idStringGET/v3.1/Leads/Search
Merge interacts with this API endpoint to...
Access Lead information
Lead fields
converted_dateDateTime (ISO 8601)titleStringremote_updated_atDateTime (ISO 8601)converted_accountUUIDremote_dataArrayownerUUIDconverted_contactUUIDfirst_nameStringlast_nameStringremote_created_atDateTime (ISO 8601)companyStringremote_idStringPOST/v3.1/Opportunities
Merge interacts with this API endpoint to...
Access Opportunity information
Opportunity fields
close_dateDateTime (ISO 8601)nameStringlast_activity_atDateTime (ISO 8601)amountIntegeraccountUUIDstatusEnumdescriptionStringremote_created_atDateTime (ISO 8601)ownerUUIDstageUUIDremote_idStringGET/v3.1/Organizations/Search
Merge interacts with this API endpoint to...
Access PhoneNumber information
PhoneNumber fields
phone_numberStringAccess Account information
Account fields
nameStringlast_activity_atDateTime (ISO 8601)phone_numbersArraywebsiteStringremote_created_atDateTime (ISO 8601)remote_dataArrayownerUUIDremote_updated_atDateTime (ISO 8601)remote_idStringAccess Address information
Address fields
postal_codeStringcountryEnumcityStringstreet_1StringstateStringGET/v3.1/Contacts/Search
Merge interacts with this API endpoint to...
Access EmailAddress information
EmailAddress fields
email_addressStringAccess Contact information
Contact fields
accountUUIDremote_created_atDateTime (ISO 8601)remote_dataArrayfirst_nameStringlast_nameStringemail_addressesArrayremote_idStringAccess PhoneNumber information
PhoneNumber fields
phone_numberString