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
remote_dataArray

nameString

remote_idString
GET/v3.1/Emails
Merge interacts with this API endpoint to...
Access Engagement information
Engagement fields
start_timeDateTime (ISO 8601)

subjectString

ownerUUID

remote_idString

end_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
remote_dataArray

remote_idString

is_activeBoolean

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

remote_created_atDateTime (ISO 8601)

stageUUID

descriptionString

ownerUUID

remote_idString

close_dateDateTime (ISO 8601)

nameString

remote_dataArray

statusEnum

amountInteger

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

subjectString

ownerUUID

remote_idString

due_dateDateTime (ISO 8601)

remote_dataArray

statusEnum

contentString

accountUUID
Access EngagementType information
EngagementType fields
nameString

remote_idString
Access Engagement information
Engagement fields
start_timeDateTime (ISO 8601)

subjectString

remote_idString

engagement_typeUUID

end_timeDateTime (ISO 8601)

remote_dataArray

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

remote_created_atDateTime (ISO 8601)

ownerUUID

remote_idString

contactUUID

remote_dataArray

contentString

accountUUID
GET/v3.1/Leads/Search
Merge interacts with this API endpoint to...
Access Lead information
Lead fields
companyString

remote_created_atDateTime (ISO 8601)

remote_updated_atDateTime (ISO 8601)

converted_contactUUID

ownerUUID

remote_idString

first_nameString

remote_dataArray

titleString

converted_dateDateTime (ISO 8601)

last_nameString

converted_accountUUID
POST/v3.1/Opportunities
Merge interacts with this API endpoint to...
Access Opportunity information
Opportunity fields
last_activity_atDateTime (ISO 8601)

remote_created_atDateTime (ISO 8601)

stageUUID

descriptionString

ownerUUID

remote_idString

close_dateDateTime (ISO 8601)

nameString

statusEnum

amountInteger

accountUUID
GET/v3.1/Organizations/Search
Merge interacts with this API endpoint to...
Access PhoneNumber information
PhoneNumber fields
phone_numberString
Access Account information
Account fields
last_activity_atDateTime (ISO 8601)

remote_updated_atDateTime (ISO 8601)

remote_created_atDateTime (ISO 8601)

phone_numbersArray

websiteString

ownerUUID

remote_idString

nameString

remote_dataArray
Access Address information
Address fields
postal_codeString

countryEnum

cityString

stateString

street_1String
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_created_atDateTime (ISO 8601)

first_nameString

remote_idString

remote_dataArray

email_addressesArray

last_nameString

accountUUID
Access PhoneNumber information
PhoneNumber fields
phone_numberString