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

Customers

• Find Customer by Name: Get a list of customers with matching name.
• Get Customer by Email: Get a list of customers with matching email.
• List New Customers: Get a list of new customers since last run.
• Update Customer: Update the customer.
• List Customers: Get a list of all the customers.
• Get Customer: Get a custiomer.
• List Updated Customers: Get a list of updated customers since last run.
• Create Customer: Create a customer.

Vendors

• List New Vendors: Get a list of new vendors since last run.
• Get Vendor: Get a vendor.
• List Vendors: Get a list of all the vendors.
• Update Vendor: Update an existing vendor.
• Get Vendor by Name: Get a vendors by name.
• List Updated Vendors: Get a list of updated vendors since last run.
• Create Vendor: Creates a vendor.

Sales Receipt

• Get Sales Receipt: Get a sales receipt.
• Get Updated Sales Receipts: Get a list of updated sales receipts since last run.
• Create Sales Receipt: Creates a sales receipt.
• Get New Sales Receipts: Get a list of new sales receipts since last run.
• Get Sales Receipt List: Get a list of all the sales receipts.

Bills

• Create Bill: Creates a bill.
• Get Bill: Get a bill.
• List Bills: Get a list of all the bills.
• List New Bills: Get a list of new bills since last run.
• Update Bill: Update an existing bill.
• List Updated Bills: Get a list of updated bills since last run.

Tax Rates

• Get Tax Rates: Get a list of tax rates by their IDs.
• List Tax Rates: Get a list of all the tax rates.

Purchase Orders

• List Updated Purchase Orders: Get a list of updated purchase orders since last run.
• Create Purchase Order: Creates a purchase order.
• Get Purchase Order: Get a purchase order.
• List New Purchase Orders: Get a list of new purchase orders since last run.
• List Purchase Orders: Get a list of all the purchase orders.

Accounts

• List Updated Accounts: Get a list of updated accounts since last run.
• Get Account: Get a account.
• Search Accounts: Get a list of all accounts matching a particular query.
• List Accounts: Get a list of all the accounts.
• List New Accounts: Get a list of new accounts since last run.
• Create Account: Creates an account.

Payments

• Create payment: Creates a payment.
• Get Payment List: Get a list of all the payments.
• Get Updated Payments: Get a list of updated payments since last run.
• Get New Payments: Get a list of new payments since last run.
• Get Payment: Get a payment.

Invoices

• List New Invoices: Gets a list of new invoices since last run.
• Delete Invoice: This operation deletes the invoice object specified in the request body.
• List Updated Invoices: Gets a list of updated invoices since last run.
• List Overdue Invoices: Gets a list of invoices with an outstanding balance that are overdue.
• Get Invoices by Doc Number: Gets a list of invoices by doc number.
• Get Invoice: Gets an Invoice.
• Create Or Update Invoice: Create or update an invoice.
• Void Invoice: This operation voids the invoice.
• List Invoices: Gets a list of invoices.

Reports

• Get Balance Sheet Report: Retrieves a balance sheet report.
• Get Profit And Loss Report: Retrieves a profit and loss report.
• Get Cash Flow Report: Retrieves a cash flow report.

Estimates

• Get Estimate: Get a estimate.
• List Updated Estimates: Get a list of updated estimates since last run.
• List New Estimates: Get a list of new estimates since last run.
• List Estimates: Get a list of all the estimates.
• Create Estimate: Creates a estimate.

Company Info

• Get Company Info: Get information pertaining to a company.
• List Company Info: Get information pertaining to all companies.

Refund Receipts

• Get Refund Receipt: Get a refund receipt.
• Get New Refund Receipts: Get a list of new refund receipts since last run.
• Get Updated Refund Receipts: Get a list of updated refund receipts since last run.
• Get Refund Receipt List: Get a list of all the refund receipts.
• Create Refund Receipt: Creates a refund receipt.

Class

• Create Class: Create a class.
• Update Class: Update a class record.
• Get Class: Retrieve details of a single class.
• List Updated Classes: Lists classes updated since last run.
• List New Classes: Lists classes created since last run.
• List Classes: Lists classes.

Items

• Create Item: Creates a item.
• Update Item: Update an existing item.
• List Updated Items: Get a list of updated items since last run.
• List New Items: Get a list of new items since last run.
• Get Item: Get an item.
• List Items: Get a list of all the items.

Journal Entries

• Get New Journal Entries: Get a list of new journal entries since last run.
• Create Journal Entry: Creates an journal entry.
• Get Journal Entry List: Get a list of all the journal entries.
• Get Journal Entry: Get a journal entry.
• Get Updated Journal Entries: Get a list of updated journal entries since last run.

Credit Memos

• Get New Credit Memos: Get a list of new credit memos since last run.
• Get Updated Credit Memos: Get a list of updated credit memos since last run.
• Get Credit Memo List: Get a list of all the credit memos.
• Get Credit Memo: Get a credit memo.
• Create Credit Memo: Creates a credit memo.

Tax Codes

• List Tax Codes: Get a list of all the tax codes and their related sale and purchase tax rates.

Time Activities

• Get Time Activity List: Get a list of all the time activity.
• Create Time Activity: Creates a time activity.
• Get New Time Activities: Get a list of new time activities since last run.
• Get Time Activity: Get a time activity.
• Get Updated Time Activities: Get a list of updated time activities since last run.

Access Tokens

• Revoke Access: Revoke permissions granted to the application.