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.

Subscriptions

• Update Subscription: Upgrade/downgrade an existing subscription.
• Churn Subscription: Churn a subscription.
• Un-churn Subscription: Remove the churn event associated with a subscription. This rewrites history for the subscription, making it appear as thought the subscription never churned to begin with. You may do this for a subscription that has already churned, or that is set to churn in the future.
• Create Subscription: Create a new subscription. Can be for a new user, or a user who already has another subscription.

Users

• Get User's Subscription History: Get the history of subscription updates you've made to a user.
• Update User: Update a User's email address.
• Delete User: Completely delete a user and his subscription history.

Plans

• Get Plan: Retrieve a single manually-added plan by ID
• Update Plan: Retrieve a single manually-added plan by ID
• List Plans: List all manually-added plans.
• Create Plan: Create a new, manually-added plan. You may create a new plan using this endpoint. Alternatively, if you create a manually-added subscription and place that subscription on a plan that has never been referenced before, that plan will automatically be created. If you try to create a plan that already exists, this endpoint will return an error.

Metrics

• Get Monthly Metrics: Retrieve all monthly financial metrics for your company. Optionally scope to an individual metric and/or plan. See https://profitwellapiv2.docs.apiary.io/#reference/metrics/monthly-metrics/get-monthly-metrics for metrics to filter by.
• Get Daily Metrics: Retrieve financial metrics broken down by day for either the current month or the last. Optionally scope to an individual metric and/or plan. See https://profitwellapiv2.docs.apiary.io/#reference/metrics/daily-metrics/get-daily-metrics for metrics to filter by.
• List Plan IDs: Retrieve your company's active plan IDs, sorted by MRR. Will only return plan IDs for which there are currently active customers, and will return at most 150.
• Exclude Customer from Metrics: Exclude user's data from the calculation of all metrics.

Maintenance

• Get API Status: This endpoint returns a status code of 200 if the API is operational and if you've properly authenticated. If you haven't authenticated properly, the endpoint returns a status code of 401.

Company

• Get Company Account Settings: Get your company's ProfitWell account settings. These include your company ID, name, timezone, and the currency in which your metrics are displayed.