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ConnectorsReliability
Universal API updates (1-week period)
Release window: October 10, 2026 - October 16, 2026

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New

  • HubSpot now exposes owners as users and deals as transactions with pipeline stages, contact associations, and owner attribution, expanding CRM and transaction sync coverage.
  • Custom connectors now support HighLevel-based CRM connections through OAuth with people, notes, and users, enabling supported branded CRM integrations to use real account connections.
  • Sierra Interactive now supports call logging, native property and website activity where supported, and person deletion by archiving the lead, expanding write-back without duplicating activity as plain notes.
  • MCP searchPeople now supports creation-date, stage, tag, source, assignee, and unassigned filters with cursor pagination and match totals, allowing agents to build targeted contact lists and count results.
  • MCP people results now include first and latest contact, the latest incoming exchange, and speedToLeadSeconds based on synced calls, texts, and emails, helping agents identify follow-up gaps and response times.

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Improved

  • MCP getTimeline now reads up to 25 people or users in one call and includes open or overdue tasks beyond its default time window, while getContext identifies CRM users matching the signed-in account.
  • MCP read tools now accept relative times such as -24h, -3mo, and -1y and interpret offset-free ISO dates in UTC, making time-based searches consistent across server time zones.
  • HighLevel contact reads now expose custom fields by name and route incoming webhooks to the matching sub-account, improving field usability and account isolation.
  • Custom connectors now preserve additional transaction and participant fields in original, making provider-specific data available without waiting for a shared schema field.
  • Document and transaction creates now reconcile with synced records and return connector-derived fields, reducing duplicate rows and inconsistent create responses.
  • BoldTrail permission checks now limit contact lookups and honor the credential’s connection plan, reducing delays while reporting unavailable task, pond, and appointment operations accurately.
  • iCloud Contacts full syncs now run no more often than every four hours, reducing repeated full downloads and pressure on account-level limits.

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Fixed

  • People-relationship deletions now reach external database syncs and relationship webhooks, preventing removed relationships from remaining indefinitely in downstream data.
  • Unclaimed pond leads in Follow Up Boss, BoldTrail, and Brivity now have no assigned user, and BoldTrail polls refresh pond claims even when contact timestamps do not change, keeping ownership aligned with the CRM.
  • External database syncs now exclude archived people and remove their destination rows when those records are processed, keeping active-contact tables aligned with CRM archive status.
  • Lofty notes now retain their parent lead and lead webhooks sync referenced stages before updating people, preserving personId and stageId relationships.
  • Lofty calls now normalize activity timestamps to UTC, preventing repeated downstream updates caused only by changing UTC offsets.
  • Brivity syncs now process lead activity in bounded batches, preventing completed lead timelines from accumulating in memory during large syncs.
  • Follow Up Boss now shrinks oversized notes and email-campaign pages and preserves incremental cursors when an entity has no saved watermark, reducing repeated full scans and stalled syncs.
  • Cloze name updates now persist in the source CRM, and API-key custom-field reads include the account identity, so API results match the CRM and valid custom-field syncs can complete.
  • Lofty member pagination now stops at the reported total, CINC syncs tolerate agents without contact details, and ReZEN can sync the signed-in agent when team access is unavailable, allowing otherwise valid accounts to sync.
  • HighLevel contact searches, HubSpot object reads, and custom connector reads now retry confirmed transient upstream failures, while Lofty no longer repeats writes on server errors, reducing aborted syncs and duplicate-write risk.
  • KW Command session renewal now waits for a fresh signed-in session and the console to load, preventing repeated renewal loops and failed post-login account reads.
  • BoldTrail contact pagination now uses smaller pages and fails rather than silently skipping unreadable pages, preventing sync progress from advancing past contacts that were never read.
  • BoldTrail duplicate-contact and refused-reassignment responses now return actionable 400 errors instead of server errors or false success, helping callers correct input without blind retries.
  • Revoked Cloze tokens, invalid BoldTrail BackOffice keys, deleted SkySlope users, and legacy HighLevel credentials without OAuth tokens now surface reconnect requirements instead of repeatedly attempting unusable connections.
  • Note creates for BoldTrail, Jungo, KW Command, Salesforce, and Total Expert now supply a default title when no subject is provided, avoiding provider-side title validation failures.
  • Dashboard consumer lookups and credential actions now enforce tenant ownership, and tenant errors retain navigation and recovery controls, improving isolation and recovery from failed pages.
  • MCP note, task, and activity writes now ask for a person ID when several contacts match who, preventing a write from selecting an arbitrary matching contact.
  • HighLevel duplicate-person creates now read the existing contact directly by ID, avoiding false failures when contact search does not return the duplicate.
  • New Lofty API-key connections now check leads-read permission before accepting the key, preventing connections that cannot complete a CRM sync.
  • Follow Up Boss webhook reconciliation now recognizes unregistered branded systems and leaves polling available, allowing data syncs to continue while webhook registration is resolved.

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Action required

  • Upgrade @rollout/link-react to the latest published release and validate embedded integration builds.
  • Use a BoldTrail credential connected with the advanced plan for task creates, updates, and deletes, pond creates and deletes, and appointment creates and updates, which now reject standard-plan credentials.
  • Handle a null assignedUserId for unclaimed pond leads, and account for people updates and batch assignments clearing the other assignment when moving a person into a pond or assigning a user.
  • Keep your own historical copy if you need archived people in external database reports, because processed archived records are now removed from the synced people table.
  • Reconnect custom CRM credentials originally added with username and password through the new OAuth flow when they are marked invalid.
  • Refresh MCP tool schemas to consume the new search fields, totals, contact timing, and list inputs, and handle omitted or capped totals for large searches.
  • Authorize existing HighLevel connections with locations/customFields.readonly if you need named contact custom fields and the current OAuth grant lacks that scope.
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ConnectorsReliability
Universal API updates (1-week period)
Release window: October 3, 2026 - October 9, 2026

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New

  • Entity reads and write responses now accept a fields allowlist, including people custom fields, so integrations can return only the needed top-level fields while retaining id.
  • Connector and credential responses now expose create-input requirements and people addTag and deleteTag permissions, allowing clients to validate writes and enable supported actions before submitting requests.
  • Team responses now include contact details, userIds, and leaderIds, with BoldTrail team discovery and supported membership sync, so integrations can resolve teams to synced users.
  • MCP now supports hosted OAuth authorization, account connection, and the getContext, searchPeople, getTimeline, and logActivity tools, allowing agents to discover capabilities, find contacts, and read or record CRM activity.
  • KW Command and KW Command MC connection flows now support email MFA through a connected Gmail account, enabling account setup and subsequent authentication refreshes.

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Improved

  • BoldTrail event writes now preserve event types, property and page details, and occurrence times, while call writes preserve supported outcomes and call metadata through later syncs.
  • Custom connectors now sync supported SMS logs as text messages with contact associations instead of call records, keeping incoming and outgoing texts in the correct activity feed.
  • SkySlope documents and Lofty calls now avoid record updates caused only by expiring URL signatures, and file delivery skips unchanged destination copies while still populating newly configured S3 buckets.
  • Lofty email creation now logs incoming or outgoing activity without sending a message, allowing integrations to record email delivered through another service.

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Fixed

  • Follow Up Boss Trash contacts now retain their record IDs and expose an archived status instead of being removed as stale records, preserving contact references and history.
  • BoldTrail sync now combines matching dialer and manually logged call activities while preserving their available metadata and recording, reducing duplicate calls in downstream feeds.
  • Sierra Interactive person creates now apply the requested assignee, and updates omit reassignment when no assignee is supplied, preventing valid writes from failing on a nonexistent agent.
  • Sierra Interactive webhook processing now retries recoverable failures and reconciles obsolete source subscriptions, reducing lost updates and redundant deliveries.
  • Lofty connections now refresh their team identity and tolerate already-removed webhook subscriptions after a user changes teams, keeping incoming events aligned with the current account.
  • Cloze note and event creates now identify the newly written timeline entry, and Lofty person creates retain a successful result when its read-back is permission denied, reducing false errors and duplicate client retries.
  • Pagination links now remove the initial offset before adding the next-page cursor, allowing callers to follow nextLink without conflicting pagination parameters.
  • A failed deletion check now leaves other cleanup work running, and sync and poll retry delays are capped at seven days, preventing one failure from indefinitely stalling unrelated processing.
  • Dashboard form submissions and sessions without existing cookies now work correctly, and login and invitation emails use the generated HTML with delivery failures surfaced to callers.
  • Large document and recording uploads now complete through the multipart upload path, restoring file delivery for payloads that require multiple parts.
  • KW Command now accepts contacts with no tags and times out stalled reconnection attempts, allowing tag writes and later polls to recover instead of remaining blocked.

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Action required

  • Upgrade @rollout/link-react to 0.18.5 or later, and connect the Gmail account that receives MFA codes before adding or reconnecting KW Command or KW Command MC.
  • Migrate workflows that used email creates to send through BoldTrail, Gmail, HighLevel, Microsoft Outlook, or Lofty, or text creates to send through HighLevel, because these creates no longer send messages and unsupported create operations are disabled.
  • Use includeTrash=true when listing Follow Up Boss people if you need Trash contacts, and handle their archived status in API and database-sync consumers.
  • Point MCP clients to https://mcp.rollout.com/mcp and register the required OAuth redirect URIs when using tenant-managed authorization.
  • Refresh MCP tool schemas, replace listValidCredentials with getContext and getPersonOverview with searchPeople and getTimeline, and adapt createPerson calls to its flat input fields.
  • Remove blank email and phone values from people, relationship, borrower, and loan-borrower write payloads, omit an unused text-message userId, and honor the connector-specific create requirements to avoid 400 responses.
  • For affected custom connectors, enable textMessages sync and consume text-message feeds or webhooks for SMS activity previously read from calls.
  • Use the documented document and recording URLs for file access rather than expiring provider URLs inside original, whose signed query parameters are no longer retained for SkySlope documents and Lofty calls.
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ConnectorsReliability
Universal API updates (1-week period)
Release window: September 26, 2026 - October 2, 2026

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New

  • Credential reads and credential-added callbacks now expose per-entity list, create, update, and delete permissions, starting with live BoldTrail token limits, so integrations can adapt to each connection’s actual capabilities.
  • CINC now supports stage discovery, assigned-agent writes, call and event creation, people-relationship updates, and author-aware notes, expanding CRM write-back coverage.
  • Lofty person writes now support custom fields and office ownership, while activity writes preserve subjects, authors, call metadata, and event details in Lofty-supported records.
  • Inbound webhook subscriptions are now reconciled automatically after entity-setting changes, reconnects, restores, and connector updates, reducing delayed updates without requiring customers to reconnect.

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Improved

  • Universal API list filters are now validated against each route’s schema, and unknown routes or malformed JSON return structured problem responses instead of plain-text or downstream server errors.
  • Gmail syncs now meter requests per credential and retry or skip isolated failed messages, reducing quota lockouts and preventing one inaccessible message from aborting a mailbox sync.
  • Connector reads now retry transient gateway, refused-connection, and mid-response socket failures for safe methods, reducing full-sync failures caused by short provider outages.
  • OAuth and API-token credentials across supported connectors now invalidate on permanent authentication rejection and surface reconnect requirements instead of repeatedly retrying unusable credentials.
  • @rollout/link-react API types now expose per-credential permissions so embedded flows can consume the new credential capability contract.
  • Connector request diagnostics now redact credential secrets in URLs, bodies, metadata, and embedded strings, reducing exposure during failure investigation.

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Fixed

  • HighLevel, Brivity, Wise Agent, KW Command, Lofty, Sierra Interactive, Dotloop, and BoldTrail syncs now tolerate observed nullable, missing, deleted, and permission-limited provider records instead of aborting otherwise valid batches.
  • BoldTrail person creation now reuses the existing local person when provider duplicate resolution races with local inserts, preventing successful upstream creates from returning server errors.
  • Custom connector document uploads now retry through the existing delivery queue, reducing missing documents after transient upload failures.

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Action required

  • Upgrade @rollout/link-react to the latest published release to consume the new per-credential permissions types.
  • If your integration parses error response bodies, accept application/problem+json for unknown routes and malformed JSON, and rely only on documented credential response fields.
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ConnectorsReliability
Universal API updates (1-week period)
Release window: September 19, 2026 - September 25, 2026

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New

  • Follow Up Boss person reads now expose relationshipId on email addresses owned by related contacts, helping integrations distinguish a person’s own email from a relationship’s email.
  • Follow Up Boss whitelabeling can now be configured per credential plan, keeping OAuth and API requests aligned with each branded integration.

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Improved

  • Lofty activities now use stable content-derived IDs and event writes wait for the created activity to become readable, preventing new activity from rewriting historical events or returning an unusable ID.
  • Follow Up Boss requests now consistently use the applicable system credentials and keyed rate-limit capacity, increasing sync throughput while reserving request capacity for writes.
  • Follow Up Boss webhook registrations are isolated by system and verified with the matching signing key, preventing shared accounts with different branded integrations from discarding valid deliveries.
  • Follow Up Boss polling now preserves per-entity cursors when no records changed and stops cleanly on empty email-marketing pages, avoiding repeated full scans and stuck polls.
  • Custom connectors now attach calls to matched contacts or associated transaction clients when a direct person relationship is unavailable, improving call-to-person attribution.
  • Inbound sync workers now bound large write batches by bytes, detect stalled or crashed jobs, and drain queues gracefully during shutdowns, reducing memory failures and incomplete processing.
  • Outbound database syncs now stage work within bounded windows, persist per-entity progress, and resume on later capacity cycles so large backlogs do not monopolize a tenant’s sync lane.
  • Tenant lifecycle callbacks now time out stalled endpoints, retry rate limits and recoverable server errors, and wait for failure notifications to finish before a sync job exits.

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Fixed

  • Brivity person creation and Cloze, BoldTrail, and Lofty writes now return actionable 400 responses for unsupported or incomplete input instead of surfacing those caller-correctable problems as server errors.
  • Follow Up Boss custom-field sync now accepts nullable recurrence metadata, preventing one date field from aborting the full poll or inbound sync.
  • Wise Agent and SureSend syncs now tolerate current nullable and source-specific person and property fields, preventing valid records from failing schema validation.
  • Cloze API-key task writes now include the person in generated source IDs, preventing same-named tasks on different people from overwriting one another.
  • BoldTrail event writes now remove stale person records and return 404 when the source contact was deleted, preventing repeated writes against a contact that no longer exists.

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Action required

  • No action required for existing integrations.
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ConnectorsReliability
Universal API updates (1-week period)
Release window: September 12, 2026 - September 18, 2026

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New

  • Added the Figgy CRM connector with people and property reads, creates, and updates plus tag catalog reads, allowing integrations to sync contacts and listings through the Universal API.
  • Follow Up Boss now supports creating, updating, and deleting appointments, calls, notes, tasks, and teams, plus event creation and stage creation and updates, expanding activity and workflow write-back coverage.
  • Follow Up Boss now exposes custom fields, ponds, timeframes, smart-list summaries, and source and tag catalogs derived from synced people, giving integrations more reference data for contact workflows.
  • Lofty now supports call logging, outbound email and text sending, inbound email and text logging, and deletion of manually logged communications, allowing integrations to manage activity through the shared communication endpoints.
  • Dotloop now exposes loop statuses through GET /stages and accepts stageId when creating or updating transactions, allowing integrations to select a supported status from the API.

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Improved

  • Follow Up Boss person writes now support pond and timeframe assignment and email-consent changes while preserving unrelated tags when consent is updated.
  • Follow Up Boss now processes deal and custom-field webhooks and performs hourly polling, with request throttling that reserves capacity for API writes during syncs.
  • Transaction creates and updates now accept partial property data, and updates preserve omitted property fields, allowing callers to change a price or MLS number without resending the full property.
  • Document uploads no longer require unused metadata fields such as category, status, file signature, or folder ID at the API validation layer, reducing the payload needed for connectors that do not require them.
  • Inbound syncs now avoid rewriting unchanged original and custom-field payloads, reducing database work when other record fields change.

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Fixed

  • Lofty task updates now preserve the existing task type when it is omitted and apply completion changes through the provider’s supported workflow, so successful updates are reflected in Lofty.
  • Lofty now tolerates unfamiliar custom-field types during sync and returns actionable 400 responses for recognized input errors such as invalid phone numbers and missing assigned users, preventing avoidable sync failures and retries.
  • Dotloop transaction reads and writes now use the correct price field for leases and validate against the current loop type, while invalid document links are checked before creating a destination folder.
  • BoldTrail now sanitizes invalid dates, converts last-call timestamps correctly, and retries transient gateway timeouts, improving activity accuracy and sync reliability.
  • Gmail sync now continues past empty result pages when a continuation token is present, preventing later messages from being omitted.

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Action required

  • No action required for existing integrations.
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ConnectorsReliability
Universal API updates (1-week period)
Release window: September 5, 2026 - September 11, 2026

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New

  • Added paginated GET /tags reads with ID, name, and update-time filters for connectors with tag sync, starting with Lofty, so integrations can discover valid tags before applying them to people.
  • Dotloop now lists loop templates and supports template-aware transaction creation in a selected profile while preserving property details and participants.
  • Dotloop TMS integrations can now list and upload transaction documents by folder and receive loop, participant, and contact changes through webhooks.
  • KW Command now exposes transactions, including archived and lost opportunities, plus people reads and note creation through the TMS API.
  • BoldTrail now supports OAuth connections for syncing people, users, calls, tasks, tags, offices, teams, and related CRM data, with add and remove tag writes; existing API-key connections remain available.
  • Sandbox accounts now come pre-loaded with test credentials

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Improved

  • Webhook subscriptions can now be activated or disabled through PUT /webhooks/:id, deleted without a request body, and recreated with the same URL and event after deletion.
  • Reconnecting an existing credential now applies the newly selected connector plan instead of retaining the previous plan.
  • Inbound sync relationship reconciliation now uses index-friendly natural-key comparisons and correct row hashes, reducing large-sync cleanup timeouts and unnecessary rewrites.
  • Outbound database sync now reconciles stable record IDs before corrected source keys, preventing key conflicts while preserving external audit timestamps.
  • Dashboard SLA cards now load independently and retry delayed metrics, keeping tenant navigation responsive when telemetry is slow or temporarily unavailable.
  • Embedded Link’s Universal API types now expose tag entity selection, keeping typed credential setup aligned with the new tags endpoint.

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Fixed

  • BoldTrail person writes now honor stage names, and appointment creates and updates preserve user and contact invitees without producing duplicate invitee records.
  • Follow Up Boss contacts marked with the Unsubscribed tag now return email consent as not granted, allowing downstream systems to honor opt-outs.
  • Lofty appointment deletion webhooks now remove stale appointments, and transient provider errors no longer invalidate otherwise working credentials.
  • Sierra Interactive call webhooks now preserve valid call updates when optional enrichment or session cleanup fails.

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Action required

  • Upgrade @rollout/link-react to the latest published release to consume the updated Universal API types for tag entity selection.
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ConnectorsReliability
Universal API updates (1-week period)
Release window: August 29, 2026 - September 4, 2026

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New

  • Added GET /webhooks/:id so integrations can retrieve one credential-scoped outbound webhook without listing every configured endpoint.
  • Outbound database sync now supports local_created_at and local_updated_at audit columns on target tables, distinguishing when Rollout first wrote and most recently rewrote each row.
  • A new custom connector can sync offices, users, people, transactions, commission data, and transaction documents with incremental refreshes and bounded document backfills.

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Improved

  • Encompass loan records now fill purpose, type, amount, interest rate, term, loan-to-value, status, stage, and funding date from pipeline data when detailed payloads omit them.
  • Encompass sync now polls by a last-modified watermark and includes archived changes, preserving unchanged loan relationships between runs instead of treating partial results as deletions.
  • Large inbound syncs now use narrower per-record reconciliation state and refresh staging statistics during long runs, reducing stale-record cleanup timeouts and missing-record churn.
  • BoldTrail sync now applies a shared request rate and resolves appointments with provider appointment IDs and stable creation timestamps, reducing throttling failures and incorrect appointment records.

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Fixed

  • Lofty sync now preserves large email and text identifiers exactly and tolerates current nullable or numeric provider fields, preventing identifier corruption and schema-drift failures.
  • SkySlope transaction metadata now accepts both string and structured field options, preventing otherwise valid credentials from failing during form-schema discovery.
  • Follow Up Boss webhooks now ignore provider automation actors with non-user IDs, and appointment sync accepts missing start times, preventing valid activity batches from failing.

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Action required

  • If your outbound database sync uses an SSH tunnel, move it to a directly reachable PostgreSQL endpoint and update the connection before the next sync because SSH tunnel configuration is no longer supported.
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ConnectorsReliability
Universal API updates (1-week period)
Release window: August 22, 2026 - August 28, 2026

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New

  • Added step-by-step authentication guides for 25 CRM connection paths, covering API keys, OAuth, and CRM login flows so end users can connect supported systems without developer assistance.
  • Custom Salesforce connector support now handles shared-activity configurations, syncing multiple appointment participants and preserving call phone numbers and recordings across more Salesforce org setups.

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Improved

  • Inbound syncs now selectively refresh database query statistics for high-volume credentials before reconciliation, reducing backfill stalls without adding unnecessary work to smaller syncs.
  • KW Command MFA now accepts provider-validated codes more reliably and expires abandoned verification attempts cleanly, reducing failed or indefinitely pending connection flows.
  • BoldTrail credentials with limited API permissions now continue syncing supported records instead of failing when optional appointment or activity endpoints are unavailable.

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Fixed

  • Follow Up Boss person creation no longer returns a 500 after a successful upstream create when activity counters are omitted, preventing unnecessary retries and duplicate contacts.

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Action required

  • No action required for existing integrations.
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ConnectorsReliability
Universal API updates (1-week period)
Release window: August 15, 2026 - August 21, 2026

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New

  • Wise Agent now exposes normalized stages and links people to those stage records, enabling stage-aware reads and writes through the Universal API.
  • BoldTrail now exposes spouse details as people-relationship records, so integrations can consume household relationships through the shared entity model.
  • Outbound database sync can now purge a disconnected credential’s mirrored rows for tenants that opt into deletion on disconnect, preventing stale records from remaining in customer databases.

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Improved

  • Inbound and outbound webhooks now schedule work fairly per credential, preventing one large backlog from monopolizing delivery capacity.
  • Consumer authentication now limits JWT validity to 24 hours and protects decrypted credential reads with an explicit server-side scope, reducing exposure from long-lived or browser-held tokens.
  • The Dashboard now reports tenant-scoped seven-day webhook queue latency from persisted delivery measurements, making SLA data more accurate and relevant to each tenant.

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Fixed

  • Full refreshes now preserve valid deal participants, appointment invitees, list memberships, and other relationship rows instead of deleting them during reconciliation.
  • BoldTrail and Lofty appointments now populate invitees from the provider’s attendee, contact, and agent data, restoring relationship data in appointment events and reads.
  • Lofty sync now preserves historical agent attribution, associates appointments with the requested lead, and keeps distinct calls separate when timestamps collide.
  • Lofty OAuth now configures provider navigation directly, reducing embedded connection failures.
  • Concurrent connector reads no longer drop the first record when an iterator is passed without queue options, preventing incomplete API results.
  • POST and PUT /people now reject unknown stage names with an actionable 400 response instead of silently coercing them, preventing unintended stage assignments.

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Action required

  • Mint consumer JWTs with an exp no more than 24 hours in the future before calling the Universal API.
  • Call GET /credentials?includeData=true only from server-side code and add credentials:read_data to the token’s rollout.com.scopes claim.
  • Ensure person writes use a stage name returned by the connector before sending stage to POST or PUT /people.
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ConnectorsReliability
Universal API updates (1-week period)
Release window: August 8, 2026 - August 14, 2026

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New

  • Custom Salesforce connector support now includes assigned-user, appointment-owner, buyer/seller contact-type, and tag mappings, improving record fidelity for CRM integrations.

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Improved

  • Outbound database sync now pages incremental changes by update time and avoids rewriting unchanged rows, lowering database I/O and improving throughput for large datasets.
  • Dashboard credential settings now show only entities the connector can actually sync, preventing invalid entity selections.
  • Appointment list reads now resolve relationships more efficiently, reducing latency for high-volume credentials.

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Fixed

  • The /people list endpoint now honors system source, birthday, rating, activity, and average property filters, preventing broader-than-requested results.
  • Dashboard email sign-in now rejects reused login links and rechecks tenant access before creating a session, reducing unauthorized session risk.
  • Cloze timeline sync now skips unavailable message batches instead of failing the entire credential sync, improving resilience when provider messages disappear.
  • KW Command people sync now accepts incomplete or nullable contact fields, preventing individual contacts with missing names, addresses, email, phone, or job data from failing a batch.
  • BoldTrail person creation without an email now returns an actionable 400 response instead of an internal error, making invalid requests easier to correct.
  • BoldTrail call sync now limits metadata pairing to closely related call events, reducing incorrect duration, phone, and recording attribution across separate calls.

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Action required

  • No action required for existing integrations.
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ConnectorsReliability
Universal API updates (1-week period)
Release window: August 1, 2026 - August 7, 2026

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New

  • Tenant admins can now rotate API client secrets from the Dashboard with overlapping JWT validation, staged webhook-signature cutover, cancellation, and immediate revocation, reducing downtime and credential-exposure risk.
  • Added custom connector support for tenant-specific systems and data models, expanding Universal API coverage beyond standard connector schemas.

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Improved

  • First-time outbound database syncs now receive dedicated processing capacity, helping newly connected credentials make data available without waiting behind recurring syncs.
  • Tenant admins can now define default entity selections for new credentials, while shared credentials preserve each tenant’s selections so one tenant’s configuration no longer overwrites another’s.
  • Rate-limited connector requests now queue more efficiently when provider limits are saturated, reducing contention and improving sync reliability under high concurrency.
  • Deactivated tenants are now blocked consistently across the embedded Link component, API requests, and Dashboard sign-in, preventing disabled accounts from retaining access.

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Fixed

  • @rollout/link-react API types now accurately represent connector definitions and credential data, preventing TypeScript build failures in embedded credential flows.
  • Outbound database sync now tracks progress independently for each entity with an overlap window, preventing records from being skipped when several entity types change concurrently or an entity is enabled later.
  • Large inbound syncs now reconcile missing records more predictably, reducing timeout and availability risk for high-volume credentials.
  • KW Command credential and sync flows now handle the current six-digit email verification screen and detect signed-out sessions before fetching, reducing failed connections and unnecessary retries.

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Action required

  • Recommended: upgrade to @rollout/link-react 0.18.4 or later to receive the corrected API types and current embedded credential-flow behavior.
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ConnectorsReliability
Universal API updates (1-week period)
Release window: July 25, 2026 - July 31, 2026

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New

  • Cloze and Sierra Interactive now support CRM event creation so integrations can write lead activity back to those systems from Universal API.

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Improved

  • HubSpot people now sync contact tags and support tag add/remove operations, enabling integrations to read and manage tags through the people API.
  • BoldTrail polling now tracks communications, visits, appointments, and open-task changes independently, keeping activity data current without repeated full syncs.
  • Sierra Interactive person creation now maps contact type, source, and communication consent fields more completely, improving fidelity for new lead records.
  • KW Command credential flows now use the standard one-time-code prompt and recover sessions before forcing reconnects, reducing avoidable connection failures.

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Fixed

  • BoldTrail contact sync now re-fetches dropped contact pages and runs periodic contact reconciliation, reducing missed people records during full syncs and polling.
  • Cloze person creation now waits for newly created people to become readable, reducing false failures after successful provider-side creates.

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Action required

  • Recommended: upgrade to @rollout/link-react 0.18.4 or later if your embedded Link flow exposes KW Command credential creation.
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ConnectorsReliability
Universal API updates (1-week period)
Release window: July 18, 2026 - July 24, 2026

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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.

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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.

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Fixed

  • @rollout/link-react 0.18.3 now runs onBeforeCredentialAdd before 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.

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Action required

  • Recommended: upgrade to @rollout/link-react 0.18.3 or later so OAuth credential flows run onBeforeCredentialAdd validation before opening the provider popup.
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ConnectorsReliability
Universal API updates (1-week period)
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 updatedAt when 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.
​
ConnectorsReliability
Universal API updates (1-week period)
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.
​
ConnectorsReliability
Universal API updates (1-week period)
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.
​
ConnectorsReliability
Universal API updates (1-week period)
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.
​
ConnectorsReliability
Universal API updates (1-week period)
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.
​
ConnectorsReliability
Universal API updates (1-week period)
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.
​
ConnectorsReliability
Universal API updates (1-week period)
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, or ILAD format.
  • 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-react OTP 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 fileStorageKey values when source downloads are available.
  • Populated Encompass loanFolder from 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 /connectors capability 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.
​
ConnectorsReliability
Universal API updates (2-week period)
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.
​
ConnectorsReliability
Universal API updates
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.
​
ConnectorsReliability
Universal API updates
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 customFields object, 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 consumerKeys current.
  • 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 assignedUserId changes 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 customFoo properties, update your integration to use the customFields object.
  • If you want credential-error notifications, configure the credential errored callback URL in Dashboard Settings and verify X-Rollout-Signature with your tenant client secret.
​
ConnectorsReliability
Universal API updates
Release window: April 2 - April 8, 2026

​
New

  • Added @rollout/link-react 0.16.0 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 entitiesToSync persistence, 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 null instead 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.
​
ConnectorsReliability
Universal API updates
Release window: March 19 - April 1, 2026

​
New

  • Added person timezone support 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.
​
ConnectorsReliability
Universal API updates
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-react OAuth 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 byUserId values no longer break syncs.

​
Action required

  • No action required for existing integrations.
​
ConnectorsReliability
Universal API updates
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.
​
ConnectorsReliability
Universal API updates
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-react support for AddCredentialForm and useCredentials().
  • Added credential invalidation support and improved webhook processing reliability.
  • Added event PropertyV2 payload support and escrowClosingDate transaction 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-react and ensure peer dependencies are installed (@mantine/*, @tanstack/react-query, react, react-dom).
  • If you want sync-complete notifications, configure callback URLs in Dashboard Settings.
​
ConnectorsReliability
Universal API updates
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.
​
ConnectorsReliability
Universal API updates
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.
​
ConnectorsReliability
Universal API updates
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.