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
start_timeDateTime (ISO 8601)

subjectString

remote_dataArray

ownerUUID

end_timeDateTime (ISO 8601)

remote_idString
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
close_dateDateTime (ISO 8601)

nameString

last_activity_atDateTime (ISO 8601)

amountInteger

accountUUID

statusEnum

descriptionString

remote_created_atDateTime (ISO 8601)

remote_dataArray

ownerUUID

stageUUID

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

accountUUID

subjectString

contentString

statusEnum

remote_dataArray

ownerUUID

due_dateDateTime (ISO 8601)

remote_idString
Access EngagementType information
EngagementType fields
nameString

remote_idString
Access Engagement information
Engagement fields
start_timeDateTime (ISO 8601)

subjectString

contentString

engagement_typeUUID

remote_dataArray

end_timeDateTime (ISO 8601)

remote_idString
GET/v3.1/Notes/Search
Merge interacts with this API endpoint to...
Access Note information
Note fields
accountUUID

contentString

remote_created_atDateTime (ISO 8601)

remote_dataArray

ownerUUID

contactUUID

remote_updated_atDateTime (ISO 8601)

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

titleString

remote_updated_atDateTime (ISO 8601)

converted_accountUUID

remote_dataArray

ownerUUID

converted_contactUUID

first_nameString

last_nameString

remote_created_atDateTime (ISO 8601)

companyString

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

nameString

last_activity_atDateTime (ISO 8601)

amountInteger

accountUUID

statusEnum

descriptionString

remote_created_atDateTime (ISO 8601)

ownerUUID

stageUUID

remote_idString
GET/v3.1/Organizations/Search
Merge interacts with this API endpoint to...
Access PhoneNumber information
PhoneNumber fields
phone_numberString
Access Account information
Account fields
nameString

last_activity_atDateTime (ISO 8601)

phone_numbersArray

websiteString

remote_created_atDateTime (ISO 8601)

remote_dataArray

ownerUUID

remote_updated_atDateTime (ISO 8601)

remote_idString
Access Address information
Address fields
postal_codeString

countryEnum

cityString

street_1String

stateString
GET/v3.1/Contacts/Search
Merge interacts with this API endpoint to...
Access EmailAddress information
EmailAddress fields
email_addressString
Access Contact information
Contact fields
accountUUID

remote_created_atDateTime (ISO 8601)

remote_dataArray

first_nameString

last_nameString

email_addressesArray

remote_idString
Access PhoneNumber information
PhoneNumber fields
phone_numberString