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

Contacts

• Get New And Updated Contacts: Returns a list of new and updated contacts for a given file since the last run time.
• Insert Contact: Insert a contact.
• Update Contact: Update a contact.
• Get Contact Aggregate: Returns the details for a contact aggregate, consisting of the contact and its associated company and contact manager.
• Insert Contact Aggregate: Insert a contact aggregate. Inserts the contact and inserts or updates the associated company and contact manager.
• Update Contact Aggregate: Update a contact aggregate. Updates a contact and inserts or updates the associated company and contact manager.
• Get New Contacts: Returns a list of new contacts for a given file added since the last run time.
• Get Updated Contacts: Returns a list of updated contacts for a given file since the last run time.
• Delete Contact: Delete a Contact.
• Get Contact: Retrieves an individual contact.

Accounts

• Get Account: Returns a single account.
• Insert Account: Insert an account.
• Delete Account: Delete an account.
• Update Account: Update an account.
• Get New Accounts: Returns a list of new Account Detail records since the last run time.
• Get New And Updated Accounts: Returns a list of new and updated Account Detail records since the last run time.
• Get Updated Accounts: Returns a list of updated Account Detail records since the last run time.
• List Accounts: Returns a list of Account records.

Activities

• Get Activity: Return a single activity detail record.
• Insert Activity: Insert an activity.
• Delete Activity: Delete an activity.
• Update Activity: Update an activity.
• Get New Activities: Returns a list of new activity summary records added since the last run time.
• Get New And Updated Activities: Returns a list of new and updated activity summary records added since the last run time.
• Get Updated Activities: Returns a list of updated activity summary records since the last run time.
• List Activities: Returns a list of activity summary records.

Attachments

• Delete Attachment: Deletes an attachment with the specified attachment ID.
• Get Attachment: Returns the attachment with the given attachment ID.
• List Invoice Attachments: Returns all the information around attachments for a given invoice ID. Does not return the attachment itself, just the metadata/information regarding all attachments.

Invoices

• List Invoices: Returns a list of Invoice transaction summary records.
• Get Invoice: Return a single Invoice Transaction Summary Record.
• Delete Invoice: Delete an invoice.
• Create Invoice: Insert an invoice.
• Update Invoice: Update an invoice.
• Email Invoice: Email an invoice to the billing contact.
• Email Invoice To Specified: Email an invoice to the specified email address.
• Get New And Updated Invoices: Returns a list of Invoice transaction summary records.
• Get Updated Invoices: Returns a list of existing Invoice transaction summary records that have been modified since the last run time.
• Get New Invoices: Returns a list of new Invoice transaction summary records since the last run time.

Companies

• Get Company: Returns the details for a single company.
• List Companies: Returns a list of companies.
• Insert Company: Insert a company.
• Delete Company: Delete a company.
• Update Company: Update a company.
• Get New And Updated Companies: Returns a list of new and updated companies since the last run time.
• Get New Companies: Returns a list of new companies since the last run time.
• Get Updated Companies: Returns a list of updated companies since the last run time.

Deleted Entities

• Get Deleted Entities: Returns deleted entities.

Items

• List Items: Returns a list of items.
• Get Item: Returns a single item.
• Delete Item: Delete an inventory item.
• Insert Item: Insert an inventory item.
• Update Item: Update an inventory item.
• Get New And Updated Items: Returns a list of new and updated items.
• Get New Items: Returns a list of new items since the last run time.
• Get Updated Items: Returns a list of updated items.

Journals

• List Journals: Returns a list of journal transaction summary records.
• Get Journal: Return a single journal transaction detail record.
• Delete Journal: Delete a journal.
• Insert Journal: Insert a journal.
• Update Journal: Update a journal.
• Get New And Updated Journals: Returns a list of new and updated journal transaction summary records.
• Get New Journals: Returns a list of new journal transaction summary records since the last run time.
• Get Updated Journals: Returns a list of updated journal transaction summary records.

Payments

• List Payments: Returns a list of Payment summary records.
• Get Payment: Return a single Payment transaction record.
• Delete Payment: Delete a Payment transaction.
• Insert Payment: Insert a Payment transaction.
• Update Payment: Update a Payment transaction.
• Get New And Updated Payments: Returns a list of new and updated Payment summary records.
• Get Updated Payments: Returns a list of updated Payment summary records since the last run time.
• Get New Payments: Returns a list of new Payment summary records.

Search

• Search: Search for Transactions, Contacts and Inventory Items that have been indexed by the search platform.

Tax Codes

• List Tax Codes: Returns a list of Tax Code detail records.
• Get Tax Code: Returns a single Tax Code detail record.
• Get New And Updated Tax Codes: Returns a list of new and updated Tax Code detail records.
• Get New Tax Codes: Returns a list of new Tax Code detail records.
• Get Updated Tax Codes: Returns a list of updated Tax Code detail records.

Item Adjustments

• Get New And Updated Item Adjustments: Returns a list of new and updated item adjustments since the last run time.
• Get Item Adjustment: Return a single inventory item adjustment.
• Delete Item Adjustment: Delete an item adjustment.
• Insert Item Adjustment: Create an item adjustment.
• Update Item Adjustment: Update an item adjustment.
• Get New Item Adjustments: Returns a list of new item adjustments since the last run time.
• Get Updated Item Adjustments: Returns a list of updated item adjustments since the last run time.

Item Transfers

• List Item Transfers: Returns a list of item transfers.
• Get Item Transfer: Return a single item transfer record.
• Delete Item Transfer: Delete an item transfer.
• Insert Item Transfer: Insert an item transfer.
• Update Item Transfer: Update an item transfer.
• Get New And Updated Item Transfers: Returns a list of new and updated item transfers.
• Get New Item Transfers: Returns a list of new item transfers since the last run time.
• Get Updated Item Transfers: Returns a list of updated item transfers.

File Identity

• Get File Identity: Returns a single File Identity Detail record.