Exelement SyncCloud

Leads

• Delete Lead: Delete a Lead.
• List Lead Filters: Get a List of All Lead Filters.
• Create Lead: Create a New Lead.
• List All Leads by View ID: Get a List of All Leads by View ID.
• Update Lead: Update a Lead.
• Get Lead: Get a Lead.

Contacts

• Create Contact: Create a New Contact.
• List Contact Filters: Get a List of All Contact Filters.
• Get Contact: Get a Contact.
• Update Contact: Update a Contact.
• Delete Contact: Delete a Contact.
• List All Contacts by View ID: Get a List of All Contacts by View ID.

Accounts

• Get Account: Get an Account.
• List All Accounts by View ID: Get a List of All Accounts by View ID (retrieve View ID from Account Filters).
• List Account Filters: Get a List of All Account Filters.
• Delete Account: Delete an Account.
• Create Account: Create an Account.
• Update Account: Update an Account.

Appointments

• List Appointments: Get a list of filtered appointments i.e get your past and upcoming appointments.

Contacts

• Get Contact: Gets a contact from Insightly.
• Delete Contact: Delete a contact from Insightly.
• List Contacts: Lists contacts from Insightly.
• Get New Contacts: Get new contacts from Insightly.
• Get Contacts by Email: Gets all the contacts matching an email address
• Add Contact: Adds a contact to Insightly.
• Update Contact: Updates a contact in Insightly.
• Get Updated Contacts: Get updated contacts from Insightly.
• List Contact Custom Fields: Lists project custom fields from Insightly.

Leads

• Get Lead: Gets a Lead from Insightly.
• Delete Lead: Delete a Lead from Insightly.
• Get Leads by Email: Gets all the Leads matching an email address
• Create Lead: Creates a lead in Insightly.
• Update Lead: Updates a lead in Insightly.
• List Leads: Get a list of leads from Insightly.
• Get New Leads: Get a list of new leads from Insightly.
• Update Lead Status: Updates the status of a lead.
• List Lead Statuses: Gets a list of Lead Statuses.
• Get Updated Leads: Get a list of updated leads from Insightly.
• List Lead Custom Fields: Lists project custom fields from Insightly.

Tasks

• Get Task: Gets a task from Insightly.
• Delete Task: Deletes a task from Insightly.
• Get Task Comments: Get the comments attached to a task.
• Add Task Comment: Add a comment to a task.
• Create Task: Creates a task in Insightly.
• Update Task: Updates a task in Insightly.
• Lists Tasks: Lists tasks from Insightly.

Opportunities

• Get Opportunity: Get an opportunity from Insightly.
• Delete Opportunity: Delete an opportunity from Insightly.
• List Opportunities by Search: Gets a filtered list of opportunities.
• List Opportunities: Get a list of opportunities from Insightly.
• Add Opportunity: Add an opportunity to Insightly.
• Update Opportunity: Update an opportunity in Insightly.
• List Opportunity Custom Fields: Lists project custom fields from Insightly.
• List New or Updated Opportunities: Gets a list of opportunities created or updated since last run.

Projects

• List Projects: Lists projects from Insightly.
• Get Project: Get a project from Insightly.
• List Updated Projects: Lists projects updated since last run from Insightly.
• List Project Custom Fields: Lists project custom fields from Insightly.

Organisations

• Get Organisation: Get an organisation from Insightly.
• Delete Organisation: Delete an organisation from Insightly.
• List Organisations: Get a list of organisations from Insightly.
• Add Organisation: Add an organisation to Insightly.
• Update Organisation: Update an organisation in Insightly.

Pipelines

• Get Pipeline: Get a pipeline from Insightly.
• List Pipelines: Get a list of pipelines from Insightly.

Pipeline Stages

• Get Pipeline Stage: Get a pipeline stage from Insightly.
• List Pipeline Stages: Get a list of pipeline stages from Insightly.

Users

• Get User: Gets a user from Insightly.
• List Filtered Users: Get a list of filtered users from Insightly.
• List Users: Get a list of users from Insightly.
• Get Current User: Gets the current user from Insightly.

Countries

• List Countries: Lists the countries Insightly recognizes for use in addresses.