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 List: Gets all clients.
• Get Insurance Claim Client List: Gets insurance claim client list.
• Get Client: Gets client by ID.
• Get Client List By Email: Gets client list biased on partial match of email.
• Get New Clients: Gets new clients since last run.
• Get Updated Clients : Gets updated clients since last run.
• Create Client: Create a new client.
• Update Client: Update a client.

Patients

• Get Patient: Gets patient by ID.
• Get Patients By Name: Get Patients By Name.
• Get Patient List: Get Patients.
• Update Patient: Update Patient.
• Create Patient: Create new patient.
• Get New Patients: Get New Patients.
• Get Updated Patients: Get Updated Patients.

Lists

• Get Species : Gets list of species.
• Get Breeds : Gets list of breeds.

Invoices

• Get Invoice List: Gets all invoices.
• Get New Invoices: Gets invoices created since last run datetime.
• Get Updated Invoices: Gets invoices updated since last run datetime.
• Get Invoice: Gets invoices by ID.
• Get Invoices by Client: Gets all invoices for client.

Invoice Rows

• Get Invoice Row List: Gets all invoice rows.
• Get New Invoice Rows: Gets new invoice rows since last run.
• Get Updated Invoice Rows: Gets updated invoice rows since last run.
• Get Invoice Row: Gets invoice row by ID.
• Get Invoice Row by Invoice: Gets invoice rows by invoice ID.

Invoice Payments

• Get Invoice Payment By Invoice: Gets all invoice payments for invoice.
• Get New Invoice Payments: Gets list of invoice payments created since last run.
• Get Updated Invoice Payments: Gets list of invoice payments updated since last run.
• Get Invoice Payment: Gets invoice payment by ID.

Unallocated Payments

• Get Unallocated Payment List: Gets all unallocated payments.
• Get New Unallocated Payments: Gets unallocated payments created since last run.
• Get Updated Unallocated Payments: Gets unallocated payments updated since last run.
• Get Unallocated Payment: Gets unallocated payments by ID.
• Get Unallocated Payments By Client: Gets unallocated payments for client.

Phone Numbers

• Delete Phone Number: Delete a phone number.
• Update Phone Number: Update a phone number.