Exelement SyncCloud

Bulk Exports

• Create Export Job - New Leads: Creates an export job for leads created since the last run.
• Create Export Job - New Activities: Creates an export job for activities created since the last run.
• Get Export File: Retrieves a completed export file's content.
• Create Export Job - Leads: Creates a lead export job.
• List Export Jobs: Returns a list of export jobs created in the past 7 days.
• Cancel Export Job: Cancels an export job.
• Create Export Job - Activities: Creates an activity export job.
• Enqueue Export Job: Adds an export job to the processing queue.
• Get Export Job Status: Retrieves the status for an export job.

Leads

• List Updated Leads: Lists leads updated since last run.
• List Leads By Email Address: Gets all of the leads with the specified email address.
• List Leads: Lists all leads using a filter.
• Create Or Update Lead: Creates or updates a lead.
• List Updated Lead Activities: Lists the lead activities updated since the specified date.
• Get Lead: Gets a lead.
• List Lead Activities: Lists a leads activities.
• List Lead Fields: Returns a list of all fields available for interaction via the REST API.
• List Lead Memberships: Lists a leads memberships.
• List Lead Website And Email History: Lists a leads website and email history.
• List Smart Campaigns: Lists the smart campaigns of a lead.

Static Lists

• List Lists: Lists all the static lists.
• Get List: Gets a static list.
• Add Lead To List: Adds a lead or leads to a static list.
• Remove Lead From List : Removes a lead or leads from a static list
• Get List Members: Gets the members of a Static List.

Bulk Imports

• Get Import Job Warnings: Retrieves a list of warnings for an import job.
• Create Import Job: Creates an import job for a csv payload into the target instance.
• Get Import Job Status: Retrieves the status for an import job.
• Get Import Job Failures: Retrieves a list of failures for an import job.

Custom Objects

• List Custom Objects: Lists the API name of existing custom objects.
• Create Custom Objects: Creates a custom object.
• Update Lead Custom Object: Updates a leads custom object. Custom Object mappings must be added as custom fields.
• Create Custom Object Values: Creates a custom objects values. Insert custom object fields under '[input].'.
• Upsert Custom Object Values: Creates or updates a custom objects values. Insert custom object fields under '[input].'.
• Update Custom Object Values: Updates a custom objects values. Insert custom object fields under '[input].'.
• List Linkable Custom Objects: Lists linkable custom objects and their fields.

Activities

• List Activity Types: Lists activity types.

Users

• List Users: Retrieve a list of all user records. Required Permissions: Access User Management Api and Access Users

Clients

• Get Client: Get a single client record.
• Create Client: Create a new client record.
• Update Client: Update an existing client record.
• List Clients: Get a list of all clients.
• List Updated Clients: Get a list of all clients updated since the last run time.

Payments

• Get Payment: Get a single payment record.
• Update Payment: Update a single payment record.
• Delete Payment: Delete a payment record.
• Create Payment: Create a single payment recod.
• List Updated Payments: Get a list of all payment records updated after the last run time.

Staff

• Get Staff Member: Get a single staff member record.
• Update Staff Member: Update a single staff member record.
• Delete Staff Member: Delete a single staff member record.
• List Staff Members: Get a list of all staff members.

Estimates

• Get Estimate: Gets a single estimate.
• Update Estimate: Update an existing estimate.
• Create Estimate: Create an estimate.
• List Estimates: Get a list of all estimates.
• List Updated Estimates: Get a list of all estimates updated after the last run time.

Expenses

• Get Expense: Get a single expense record.
• Update Expense: Update an existing expense.
• Delete Expense: Delete an expense.
• Create Expense: Create an expense.
• List Expenses: Get a list of all expenses.
• List Updated Expenses: Get a list of all expenses updated after the last run time.

Gateways

• Delete Gateway: Delete a gateway.
• List Gateways: Get a list of all gateways.

Invoices

• Get Invoice: Get a single invoice record.
• Update Invoice: Update an invoice.
• Delete Invoice: Delete an invoice.
• Create Invoice: Create an invoice.
• List Invoices: Get a list of all invoices.
• List Updated Invoices: Get a list of all invoices updated after the last run time.

Invoice Profiles

• Get Invoice Profile: Get an invoice profile.
• Update Invoice Profile: Update an existing Invoice Profile.
• Delete Invoice Profile: Delete an invoice profile.
• Create Invoice Profile: Create an invoice profile.
• List Invoice Profiles: Get a list of all invoice profiles.

Other Income

• Get Other Income Item: Get a single other income item.
• Update Other Income Item: Update an other income item.
• Delete Other Income Item: Delete an other income item.
• Create Other Income Item: Create an other income item.
• List Other Income Items: Get a list of all other income items.

Projects

• Get Project: Get a project.
• Update Project: Update an existing project.
• Delete Project: Delete a project.
• List Projects: Get a list of all projects.
• Create Project: Create a project.

Systems

• Get System: Get a system.

Tasks

• Get Task: Get the details of a task.
• Update Task: Update an existing task.
• Delete Task: Delete a task.
• Create Task: Create a new task.
• List Tasks: Get a list of all tasks.
• List Updated Tasks: Get a list of all tasks updated after the last run time.

Taxes

• Get Single Tax: Get the details of a tax.
• Update Tax: Update an existing tax.
• Delete Tax: Delete a tax.
• Create Tax: Create a single tax.
• List Taxes: Get a list of all taxes.

Time Entries

• List Time Entries: Get a list of all time entries.
• List Time Entries For Given Date: Get a list of time entries within a range of dates.
• List New Time Entries: Get new time entries since the last run time.
• Update Time Entry: Update an existing time entry.
• Create Time Entry: Create a new time entry.

Identity

• Get Identity: Must be run in order to obtain Account and Business IDs.