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
close_dateDateTime (ISO 8601)

statusEnum

descriptionString

stageUUID

ownerUUID

nameString

accountUUID

remote_idString

amountInteger

remote_created_atDateTime (ISO 8601)

last_activity_atDateTime (ISO 8601)
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_dataArray

websiteString

remote_idString

ownerUUID

nameString

phone_numbersArray

remote_created_atDateTime (ISO 8601)

last_activity_atDateTime (ISO 8601)
Access Address information
Address fields
stateString

cityString

street_1String

countryEnum

postal_codeString
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_dataArray

accountUUID

remote_idString

email_addressesArray

remote_created_atDateTime (ISO 8601)

last_nameString

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

nameString

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

remote_idString

ownerUUID

subjectString

start_timeDateTime (ISO 8601)

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
is_activeBoolean

remote_dataArray

remote_idString

emailString
GET/v3.1/Opportunities/Search
Merge interacts with this API endpoint to...
Access Opportunity information
Opportunity fields
close_dateDateTime (ISO 8601)

statusEnum

descriptionString

remote_dataArray

stageUUID

ownerUUID

nameString

accountUUID

remote_idString

amountInteger

remote_created_atDateTime (ISO 8601)

last_activity_atDateTime (ISO 8601)
GET/v3.1/Tasks
Merge interacts with this API endpoint to...
Access Task information
Task fields
statusEnum

remote_dataArray

ownerUUID

accountUUID

remote_idString

subjectString

completed_dateDateTime (ISO 8601)

due_dateDateTime (ISO 8601)

contentString
Access EngagementType information
EngagementType fields
remote_idString

nameString
Access Engagement information
Engagement fields
remote_dataArray

engagement_typeUUID

remote_idString

subjectString

start_timeDateTime (ISO 8601)

end_timeDateTime (ISO 8601)

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

remote_dataArray

ownerUUID

remote_idString

accountUUID

contactUUID

remote_created_atDateTime (ISO 8601)

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

companyString

remote_dataArray

ownerUUID

remote_idString

titleString

converted_dateDateTime (ISO 8601)

converted_accountUUID

remote_created_atDateTime (ISO 8601)

last_nameString

first_nameString

converted_contactUUID