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

Client Lookup

• List Custom Client Fields: Gets collection containing custom fields.
• List Client Referral Types: Gets a list of referral types. Referral types are options that new clients can choose to identify how they learned about the business. Referral types are typically used for the sign-up process.
• List Required Client Fields: Gets collection containing all of the clients required fields.
• List Client Services: Gets the purchased services for a specific client.

Site

• List Programs: Get list programs.
• List Session Types: Get list of session types.
• List Locations: Get list locations.
• List Sites: Get list of sites..
• List Resources: Get list of resources.

Client

• List Client Indexes: Client indexes are used to analyze client demographics. A business owner can set up different categories with sets of values which they can assign to each client. Client indexes are used in client searches, for tagging clients so that the owner can send mass emails to similar groups, and for many reports.
• Get Contact Logs: Gets not just all contact logs, but also system-generated contact logs, contact logs assigned to specific staff members, and contact logs of specific types or subtypes.
• List Client Visits: Gets collection containing the clients visits.
• List Client Purchases: Gets a list of purchases made by a specific client.
• Get Client By Client ID: Get a client using their unique ID.
• List Client Account Balances: Gets client account balances.
• List Client Contract: Gets collection containing all of the clients contracts.
• List Cross Regional Client Associations: Returns a list of sites that a particular client ID (also referred to as an RSSID) or a client email address is associated with in a cross-regional organization. Either the ClientID or Email parameter is required. If both are provided, the ClientID is used.

Classes

• List Class Descriptions: Gets list of class descriptions.
• List Classes Schedules: Gets list of class schedules.
• List Classes: Gets list of classes.
• List Updated Classes: Gets list of classes.

Clients

• List Updated Clients: Gets collection containing all of the clients updated since last run.
• Search Clients: Gets collection the clients matching there search text.
• List New Clients: Gets collection containing all of the clients added since last run.
• List Clients: Gets collection containing all of the clients
• Add Client: Adds a client.

Activation

• User Token:
• Get Activation Code: Call to retrieve a site-specific activation code.

Memeberships

• Get All Active Client Memberships: Gets all active client memberships.

Appointments

• List Appointment Options: List the appointment options.
• List Active Session Times: Returns a list of the times that can be booked for a given program schedule type. ActiveSessionTimes represent the scheduling increments that can be booked during the active business hours for services
• List Staff Appointments: Returns a list of appointments by staff member.

Webhooks

• Client Booking Created: Sends this event when a client is booked into a class.

Sales

• List Sales: Gets collection of sales.
• List Services: Gets collection of services.
• List New Sales: Gets collection of sales since last run.
• List Packages: Gets collection of packages.
• List Products: Gets collection of products.

Enrollments

• List Enrollments: Gets collection containing all of the clients