Release window: July 18, 2026 - July 24, 2026
New
- Added KW Command CRM connector support for people sync, people create/update/tag operations, and note creation so integrators can manage KW contact records through Universal API.
- Added Follow Up Boss people write support for create, update, delete, and tag operations so synced FUB contacts can now be managed through CRM people endpoints.
Improved
- Follow Up Boss now keeps DB-backed syncs current with incremental polling when webhook coverage is unavailable, improving freshness across contacts, activities, transactions, teams, and email marketing data.
- MoxiWorks syncs now use shared rate limiting and session-aware request handling across reads and writes, reducing upstream throttling for large offices.
- BoldTrail email and text message records now resolve more owner and sender cases, making message attribution more accurate for agent-facing workflows.
Fixed
@rollout/link-react0.18.3 now runsonBeforeCredentialAddbefore OAuth popups and displays callback errors, so OAuth credential flows can enforce the same pre-connect validation as API-token flows.- Sierra Interactive call webhooks now store call recordings in Rollout storage, making recording files available on synced call records instead of leaving only source URLs.
- MoxiWorks transaction sync now accepts nested agent payloads and fails incomplete upstream runs instead of reconciling partial data, preventing unavailable provider data from being treated as deletions.
- BoldTrail polling now skips leads the credential cannot view, preventing permission-limited records from failing broader lead syncs.
- Follow Up Boss schemas now tolerate nullable address fields and actual response key shapes, reducing sync failures for people, teams, appointment metadata, campaigns, and transactions.
Action required
- Recommended: upgrade to
@rollout/link-react0.18.3 or later so OAuth credential flows runonBeforeCredentialAddvalidation before opening the provider popup.
Release window: July 11, 2026 - July 17, 2026
New
- Added Follow Up Boss email marketing events on the CRM API so integrations can sync delivered, opened, clicked, bounced, unsubscribe, and related campaign engagement events.
- Added a Dashboard SLA view for enabled tenants so teams can monitor platform uptime, auth availability, API latency, credential connection latency, and webhook queue latency from the tenant dashboard.
Improved
- Improved Lofty request throttling so syncs and writes share team-level limits, react to provider reset windows, and reduce rate-limit failures across concurrent credentials.
- Improved outbound webhook retries by scheduling the next attempt explicitly, making delayed retries fairer and easier to process when webhook backlogs build.
- Dashboard credentials now show invalidated status and allow tenant users to reset invalidation from the credential detail page, helping recover credentials after provider-side issues are resolved.
Fixed
- Universal record upserts now refresh
updatedAtwhen staged sync data changes, making incremental reads and outbound database sync consumers see changed records more consistently. - Follow Up Boss email marketing event and campaign parsing now matches the provider response shape, reducing schema failures during campaign and engagement sync.
- Lofty lead sync now accepts null tag fields, reducing full-sync failures when provider tag metadata is incomplete.
- CINC and Sierra Interactive person updates now preserve existing tags when update payloads omit tags, reducing accidental tag clearing on partial writes.
Action required
- No action required for existing integrations.
Release window: July 4, 2026 - July 10, 2026
New
- Added tenant-scoped connector availability so allowlisted connector options can appear in
/connectors, OAuth, and credential creation without changing the public catalog for other tenants.
Improved
- HighLevel credentials now use a four-hour sync cadence, reducing provider rate-limit pressure for large HighLevel accounts.
- Inbound sync scheduling and dashboard sync status now use the current inbound sync fields, making credential status, retries, and completion callbacks more consistent.
- Call and transaction relation loading now shares the same batched resolution path across API reads and outbound database sync, improving consistency for related people, users, offices, and sources.
Fixed
- MoxiWorks transaction sync and updates now parse the provider agent ID correctly and preserve side-specific commission fields for buyer and seller transactions.
- Wise Agent sync now tolerates stringified or malformed JSON responses across contacts, calendar events, calls, notes, properties, team members, and transactions.
- Lofty sync now skips related-entity fetches for leads deleted mid-sync, sanitizes invalid dates, and marks inactivated accounts as invalid credentials.
- HighLevel note reads, note writes, and webhook processing now handle missing note user IDs and return retryable failures when webhook handling errors occur.
- Brivity timeline sync now ignores unknown timeline entry shapes instead of failing the full timeline read.
Action required
- No action required for existing integrations.
Release window: June 27, 2026 - July 3, 2026
New
- Added Real Geeks lead webhook support so connected sites can keep people records current from lead created and updated events.
- Added Real Geeks note creation support so CRM integrations can write notes back to Real Geeks leads.
Improved
- Follow Up Boss sync now uses ID-based pagination across more source collections, reducing missed or duplicated records during large syncs.
- Outbound database sync now schedules active credentials more fairly and handles large deletion and upsert batches more reliably.
- Credential synced callbacks now fire when an already-synced credential is newly associated with a consumer, helping tenants receive completion notifications without waiting for another full sync.
- Arive document sync now retrieves loan documents and stores source files more reliably for document-enabled LOS integrations.
- HighLevel sync now fetches location access tokens on demand, reducing credential-size issues for bulk location installs.
- Transaction relation reads now load related people, users, and offices in batches, improving transaction API and outbound database sync performance on large datasets.
Fixed
- Follow Up Boss transaction sync now preserves pipeline and stage names, participant relationships, projected close dates, and commission fields.
- Cloze call sync now accepts arbitrary call outcome values, reducing schema failures from custom outcome labels.
- Lofty activity sync now preserves note author IDs and text message bodies, improving activity fidelity for downstream systems.
- BoldTrail and CINC people mappings now preserve additional source, job, company, and source fields more accurately.
Action required
- No action required for existing integrations.
Release window: June 20, 2026 - June 26, 2026
New
- Added Cloze CRM activity sync for calls, meetings, notes, and tasks so integrations can read more complete engagement history from Cloze.
- Added CINC call sync so CRM integrations can include call activity alongside CINC leads, notes, text messages, transactions, and users.
- Added Brivity note create and update support so CRM integrations can write note changes back to Brivity people.
- Added Lofty transaction stage history on the TMS API so integrations can track observed status transitions for Lofty transactions going forward.
Improved
- Appointment records now include completion, overdue, and completed-at fields where providers expose them, improving appointment state handling.
- Outbound database sync now applies deletion events in bounded batches, reducing failure risk for credentials with large deletion backlogs.
- Inbound webhook processing now prioritizes pending events by retry time, reducing delay when webhook backlogs build up.
- BoldTrail email creates now wait for the newly created timeline email before returning source IDs, making write acknowledgements more reliable.
Fixed
- CINC transaction sync now preserves lead and owner relationships and handles notes without a creator, reducing dropped associations and schema failures.
- BoldTrail BackOffice transaction sync now includes contact participant roles, improving transaction relationship fidelity.
- Whitelabeled OAuth credential refresh now resolves tenant-specific auth configuration correctly, reducing failed refreshes for whitelabeled connectors.
- Lofty lead and transaction updates are more resilient after reconnects because missing provider subscriptions are repaired automatically.
Action required
- No action required for existing integrations.
Release window: June 13, 2026 - June 19, 2026
New
- Added HighLevel call, email-message, and text-message support so CRM integrations can sync conversation activity and create outbound communication records through Universal API.
- Added SkySlope transaction document uploads so TMS integrations can create documents on SkySlope transactions from Universal API.
- Added Zipform login support for Texas REALTORS members so association-based Zipform accounts can connect through the credential flow.
Improved
- Arive document sync can now store accessible source files and return durable file URLs instead of relying only on expiring provider links.
- Inbound and outbound webhook processing now handles larger backlogs with faster polling, better retry scheduling, and cleanup for old inbound events.
- CINC webhook setup is now provisioned during OAuth credential creation and scoped by site, improving lead update freshness for connected CINC accounts.
Fixed
- Follow Up Boss email marketing campaign sync now retries large campaign pages with smaller batches so heavy campaign payloads do not stop pagination.
- Lofty transaction sync now handles transaction responses that omit the lead ID, reducing schema failures for lead transaction reads.
- Sierra Interactive lead webhook failures now surface to the retry path instead of being silently swallowed.
Action required
- To use the new HighLevel call, email-message, and text-message surfaces with existing HighLevel credentials, reconnect those credentials so the expanded OAuth permissions are granted.
- To use CINC lead webhook updates with existing CINC credentials, reconnect those credentials so event access is granted and webhook subscriptions can be provisioned.
Release window: June 5, 2026 - June 12, 2026
New
- Encompass LOS loans can now be exported as MISMO 3.4 XML in ULADDU, ULADLPA, and ILAD formats from the loan detail API.
Improved
- Provider webhook handling is more reliable for accounts with multiple connected credentials, reducing duplicate events and missed updates.
- Inbound webhook events are processed more quickly, reducing delay between provider callbacks and Universal API record updates.
- OAuth completion handling is smoother in embedded Link flows, so newly connected accounts appear without requiring a manual page reload.
- CINC, SkySlope, and Follow Up Boss syncs are more resilient for large datasets, reducing memory pressure and timeout risk.
- Customer-driven writes now update Rollout timestamps more consistently, making incremental reads and outbound sync behavior easier to reason about.
Fixed
- Follow Up Boss webhook setup now avoids duplicate subscriptions after reconnects.
- Lofty webhook setup is more tolerant of provider response shape changes.
- Credential cleanup is more reliable when removing accounts that do not own any active webhook subscriptions.
Action required
- No action required for existing integrations.
Release window: May 30, 2026 - June 5, 2026
New
- Added Arive LOS connector support for borrowers, documents, loans, properties, and users so mortgage integrations can sync core Arive loan data through Universal API.
- Added an Encompass LOS loan MISMO 3.4 export endpoint so integrations can retrieve raw loan XML in
ULADDU,ULADLPA, orILADformat. - Added Lofty stage sync from lead pipelines and linked people to stage IDs so stage relationships remain stable when stage names change.
Improved
- Improved
@rollout/link-reactOTP credential creation so connection, OTP, and credential-response waits time out with visible errors instead of hanging. - Stored Zipform document files in Rollout storage during full sync and polling so document records can include durable
fileStorageKeyvalues when source downloads are available. - Populated Encompass
loanFolderfrom list results when detailed loan payloads omit it so loan-folder filters and synced loan records stay complete. - Restored Follow Up Boss original payload persistence so synced records retain source metadata consistently for downstream database consumers.
- Corrected
/connectorscapability metadata so sync-backed connectors report list support accurately.
Fixed
- Fixed Lofty call sync to include call activities and derive call duration from start and end times when explicit duration is missing.
- Fixed Lofty people create and update address writes so mailing-address changes persist in Lofty.
- Fixed Zipform credential failures to surface clear authentication errors instead of generic response-shape errors.
- Fixed Follow Up Boss webhook setup so known subscription-limit or account-owner restrictions do not block credential setup.
- Removed unsupported CRM document, TMS pond, and Wise Agent LOS property surfaces so advertised API capabilities match supported connector contracts.
Action required
- No action required for existing integrations.
Release window: May 16, 2026 - May 29, 2026
New
- Added a MoxiWorks CRM connector with credential setup, people sync, people create/update, and note create/delete support.
- Added an optional credential-added callback so tenants can receive a signed notification when a consumer associates a new credential.
- Added Sierra Interactive tag add/delete support for people so CRM tags can be managed through the Universal API.
Improved
- Expanded Zipform transaction sync with delta polling, transaction-party relationships, richer transaction fields, and document upload/download support.
- Added Encompass loan filters for status, loan folder, archived state, and assigned user so LOS integrations can retrieve narrower loan result sets.
- Enabled list-backed reads for Encompass borrowers, loans, properties, and users, plus Salesforce, Jungo, and Total Expert people/notes/users where supported.
- Improved outbound database sync and outbound webhook processing so empty batches and newly synced credentials are handled more reliably.
- Made bulk document upserts chunk large record sets to avoid database parameter limits during high-volume syncs.
Fixed
- Fixed Follow Up Boss appointment and text-message parsing when upstream appointment end times or text-message statuses are null.
- Fixed SureSend people sync when address fields are null.
- Fixed HighLevel opportunity parsing for payloads that omit optional fields.
- Fixed SkySlope commission amounts by deriving missing amounts from commission rates and sale price when available.
- Fixed Zipform document polling and upload paths to reduce deadlocks and avoid buffering large files in memory.
Action required
- No action required for existing integrations.
Release window: April 23, 2026 - May 15, 2026
New
- Added Follow Up Boss OAuth credential support, so tenants can connect Follow Up Boss accounts with OAuth while API-key authentication remains available.
- Added expanded Follow Up Boss webhook ingestion for appointments, calls, events, notes, people, relationships, stages, tasks, text messages, and pipelines, so provider-originated changes update more Universal API records.
- Added Zipform connector support for people, transactions, and documents, so Zipform data can be synced through the Universal API connector surface.
Improved
- Improved Zipform sync reliability for people, transactions, and documents, so Zipform imports handle larger datasets and optional document sync more consistently.
- Added configurable auth-plan selection in the Dashboard Credentials Manager, so dashboard-created credentials can use non-default auth plans when a connector exposes multiple authentication methods.
- Improved inbound sync callbacks to fire after the first successful sync and after repeated sync failures, so tenant systems can react to credential readiness and credential errors.
- Improved outbound webhook handling by disabling endpoints after repeated failed deliveries and deleting old webhook events after 14 days, so unhealthy endpoints stop accumulating retries.
- Improved large-record sync behavior for Follow Up Boss, BoldTrail, Lofty, and Encompass, so high-volume credentials are less likely to fail from buffering, rate-limit, or end-of-list edge cases.
- Improved connector file upload handling by retrying unexpected uploader responses and preserving structured response details, so file and document sync failures are easier to recover and diagnose.
Fixed
- Fixed Zipform transaction parsing when property address or data fields are null, so partial transaction records no longer fail sync.
- Fixed Lofty parsing for nullable task assignees, appointment descriptions, call phone numbers, and failed call recording uploads, so partial Lofty activity data syncs instead of crashing.
- Fixed Lofty appointment create, update, delete, custom-stage, and call-sync handling, so Lofty activity and appointment workflows produce more stable Universal API records.
- Fixed Dotloop requests to refresh tokens once after a 401 before invalidating credentials, so transient token expiry is less likely to break Dotloop people and transaction operations.
- Fixed Follow Up Boss schema and mapping issues for stages, people, saved properties, and listings, so synced records avoid validation and mapping failures.
- Fixed Sierra Interactive and Encompass sync edge cases, so invalid Sierra credentials surface correctly and Encompass user sync can finish cleanly at the end of paginated results.
Action required
- To use Follow Up Boss OAuth, configure the Follow Up Boss OAuth client settings and whitelabeled return URI before selecting the OAuth auth plan.
Release window: April 9 - April 22, 2026
New
- Added the Mortgage CRM API category with Jungo and Salesforce-backed connectors for people and notes, so integrators can manage mortgage CRM contacts and notes through a dedicated API surface.
- Added Brivity CRM sync coverage for appointments, calls, events, and notes, so Brivity credentials expose more activity history through the CRM API.
- Added Wise Agent support for notes CRUD, appointments, calls, TMS transactions, events, and properties, so Wise Agent integrations can cover contact activity plus transaction and property workflows.
- Added Lofty people relationship sync, so relationship records attached to leads can be returned through the Universal API people relationships entity.
- Added credential error callback configuration, so tenants can receive signed notifications when a credential fails sync or transform attempts.
Improved
- Moved person custom fields into the
customFieldsobject, so custom metadata is returned in a consistent shape across connectors instead of connector-specific top-level keys. - Improved BoldTrail sync resilience by checking connector capabilities before optional activity endpoints, so limited credentials can skip unsupported entities instead of failing the whole sync.
- Improved outbound DB sync to resync rows when a credential’s consumer keys change, so external tables keep
consumerKeyscurrent. - Reduced default background polling and sync frequency for selected connectors, so credentials that are not intended for frequent background sync place less load on provider APIs.
Fixed
- Fixed Lofty event and task writes for scheduled dates, property details, post-create activity visibility, and task deletion, so CRM activity writes produce stable source records.
- Fixed Sierra Interactive person assignment handling, so
assignedUserIdchanges on create and update are sent to Sierra correctly. - Fixed iCloud Contacts credential setup, so users no longer need to enter a CardDAV base URL when connecting iCloud Contacts.
- Fixed HighLevel event creation to include a note title, so created events do not appear as blank notes in HighLevel.
- Fixed Open To Close contact ingestion for nullable first names and empty contact roles, so partial contact records no longer fail sync.
Action required
- If you read or write person custom fields as top-level
customFooproperties, update your integration to use thecustomFieldsobject. - If you want credential-error notifications, configure the credential errored callback URL in Dashboard Settings and verify
X-Rollout-Signaturewith your tenant client secret.
Release window: April 2 - April 8, 2026
New
- Added
@rollout/link-react0.16.0 hooks for pre-add and pre-delete credential checks, so embedded auth flows can enforce custom validation or confirmation before mutating credentials.
Improved
- Improved dashboard credential settings by fixing
entitiesToSyncpersistence, so entity-level sync selections now save correctly and trigger a clean resync. - Improved credential refresh reliability by serializing refresh work with a global per-credential lock, so concurrent requests are less likely to trigger duplicate refresh attempts.
- Improved Lofty sync throughput by streaming per-lead records as they are fetched and capping concurrency, which reduces buffering pressure on large imports.
Fixed
- Fixed SkySlope transaction original-data output to include link fields, so downstream consumers receive source URLs alongside transaction records.
- Fixed Google Contacts and iCloud Contacts timezone normalization to emit
nullinstead of empty strings, which prevents blank timezone values from being mistaken for real data. - Fixed Lofty auth failure handling to invalidate credentials when the API reports
User in token does not exist, which surfaces broken tokens earlier.
Action required
- No action required for existing integrations.
Release window: March 19 - April 1, 2026
New
- Added person
timezonesupport to Universal API create and output models plus connector transforms, so integrations can store and round-trip timezone metadata on contacts. - Added HighLevel event support by creating CRM events as prefixed contact notes and transforming those notes back into Universal API events, so activity writes and reads stay aligned in HighLevel.
- Added iCloud Contacts connector support with CardDAV authentication and incremental people sync, so Apple contacts can now be imported through the Universal API.
- Added HubSpot stages support and stage-aware people writes via
hs_lead_status, so integrations can sync valid stage catalogs and update lead status without custom mapping. - Added Lofty sources support and agent reassignment through Lofty’s assignment endpoint, so integrations can sync source catalogs and reassign leads more reliably.
Improved
- Improved Lofty call sync by switching to official call and recording endpoints, which removes the browser-dependent path and reduces import fragility.
- Improved Google Contacts auth labeling by restoring user info scopes and email-based credential labels, so dashboards and embedded UIs identify credentials by account email again.
- Improved Encompass sync stability by cutting loan and user fetch batch sizes to 10, which reduces provider-side batch failures on large syncs.
Fixed
- Fixed Sierra Interactive entity sync coverage so appointments and calls are fetched correctly under the connector’s conditional entity flow.
Action required
- No action required for existing integrations.
Release window: March 5 - March 18, 2026
New
- Added CRM offices endpoints for connectors that expose offices, including HighLevel, so integrators can read and write office records through the CRM API.
Improved
- Improved Sierra Interactive sync reliability under provider throttling by adding shared API rate limiting, bounded webhook waits, and safer lead-fetch concurrency.
- Improved BoldTrail sync compatibility across plans by probing enrichment capabilities once per run and skipping advanced-only enrichment calls for non-advanced credentials.
- Improved Skyslope user sync scoping by filtering users to the credential’s office GUIDs, which keeps imported users aligned with accessible offices.
Fixed
- Fixed
@rollout/link-reactOAuth popup handling so browser auth windows open reliably before the authorize URL request completes. - Fixed Lofty credential setup to validate the supplied secret against the current API auth flow and accept direct token-style credentials when they are valid.
- Fixed HighLevel person writes to fall back to the credential location and reuse existing contact IDs on duplicate creates, which reduces failed writes and duplicate records.
- Fixed Follow Up Boss people sync pagination to use
idGreaterThan, which prevents later records from being skipped in larger datasets. - Fixed Sierra Interactive lead and task schema handling so optional lead fields and missing
byUserIdvalues no longer break syncs.
Action required
- No action required for existing integrations.
Release window: February 26 - March 4, 2026
New
- Added Follow Up Boss users sync support.
- Expanded Lofty and Cloze communication consent handling defaults.
- Merged connector updates for Outlook and Gmail auth compatibility.
Improved
- Improved credential refresh behavior by normalizing accessors and reset handling after successful refresh.
- Improved inbound webhook handling for soft-deleted credentials.
- Improved Sierra Interactive sync stability under high-volume conditions.
Fixed
- Fixed HighLevel contact schema handling for null and optional fields.
- Fixed Skyslope authentication reliability issues.
- Fixed Gmail scope handling for current auth flows.
Action required
- No action required for existing integrations.
Release window: February 12 - February 25, 2026
New
- Added dashboard callback URL settings for credential sync completion events, including initial-sync-complete notifications.
- Added
@rollout/link-reactsupport forAddCredentialFormanduseCredentials(). - Added credential invalidation support and improved webhook processing reliability.
- Added event
PropertyV2payload support andescrowClosingDatetransaction support.
Improved
- Improved Sierra Interactive call sync coverage by unifying internal and public call data.
- Improved Follow Up Boss coverage with notes ingestion, schema alignment, and tenant whitelabel support.
- Improved migration and deployment reliability.
Fixed
- Fixed Lofty lead and appointment parity issues, including duplicate handling and event type compatibility.
- Fixed Follow Up Boss schema compatibility for events and text messages.
- Standardized database column naming for consistency.
Action required
- If you use Rollout UI components, upgrade
@rollout/link-reactand ensure peer dependencies are installed (@mantine/*,@tanstack/react-query,react,react-dom). - If you want sync-complete notifications, configure callback URLs in Dashboard Settings.
Release window: January 29 - February 11, 2026
New
- Added Microsoft Outlook email sync and deletion sync support.
- Added outbound DB sync coverage for events, appointments, documents, and notes entities.
- Added external DB sync completion callback support for credentials.
- Added Cloze custom-field sync support.
Improved
- Improved Sierra Interactive performance for large syncs with better batching and fetch behavior.
- Improved credential refresh locking and error handling to reduce duplicate refresh paths.
- Improved transform and stale-record processing stability for large datasets.
Fixed
- Fixed Cloze communication consent sync behavior.
- Fixed Skyslope session-refresh error handling and timeout paths.
- Fixed Dotloop batch credential refresh handling to reduce expired-token failures.
Action required
- No action required for existing integrations.
Release window: January 15 - January 28, 2026
New
- Added Google Calendar connector support with calendar and event sync filtering.
- Added Sierra Interactive calls and call-recording sync support.
- Added Dotloop users and transaction participant sync coverage.
Improved
- Improved Skyslope transaction participant coverage, including agent and commission participant updates.
- Improved Sierra Interactive auth UX with API key guidance in the auth component.
- Expanded Sure Send event coverage.
Fixed
- Fixed Skyslope address, user-mapping, and 2FA-related sync reliability issues.
- Fixed Sierra call record URL handling for records with missing/optional fields.
- Fixed Brivity date transform failures.
Action required
- No action required for existing integrations.
Release window: January 1 - January 14, 2026
New
- Added Dotloop people-participant coverage in transaction sync payloads.
- Added Lofty stages entity support.
- Added Gmail inbound webhook flow support.
Improved
- Improved transaction participant modeling with role support.
- Improved Dotloop and credential queue stability for high-volume sync scenarios.
- Improved browser/session resilience for connector authentication flows.
Fixed
- Fixed Dotloop date parsing and account-key handling issues.
- Fixed Skyslope address parsing and user-filtering edge cases.
- Fixed BoldTrail and HubSpot email-message normalization and schema handling issues.
Action required
- No action required for existing integrations.