Exelement SyncCloud

Custom Objects

• List New Records 1: Retrieves the specified object's records created since the last time this action was executed.
• Get Record By ID 2: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
• Get Record By ID 1: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
• List Records 3: Retrieves all records from the specified object.
• Update Record 3: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
• Create Record 3: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
• Get Record By ID 3: Retrieves the specified record from the specified object. Custom response fields must be added to retrieve more than just the Record ID.
• Upsert Record 3: Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
• List Updated Records 1: Retrieves the specified object's records updated since the last time this action was executed.
• List New Records 2: Retrieves the specified object's records created since the last time this action was executed.
• Delete Record 3: Deletes the specified record from the specified object.
• Upsert Record 1: Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
• Upsert Record 2: Creates a new record or updates an existing record based on an External ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup. Custom request fields must be added for the properties of the record.
• List Updated Records 2: Retrieves the specified object's records updated since the last time this action was executed.
• Create Multiple Records 1: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
• Create Record 2: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
• Get Record By Custom Condition 2: Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
• List Object Fields: Retrieves all field names for the specified object.
• Get External ID Field 1: Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
• Create Multiple Records 2: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
• Update Record 1: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
• Delete Record 2: Deletes the specified record from the specified object.
• Describe Object: Completely describes the individual metadata at all levels for the object.
• Create Multiple Records 3: Creates multiple records. Custom request fields must be added for the properties of the record with the syntax [records].PropertyName (eg. [records].hairColour).
• List Records 2: Retrieves all records from the specified object.
• List Records 1: Retrieves all records from the specified object.
• List New Records 3: Retrieves the specified object's records created since the last time this action was executed.
• List Objects: Retrieves all objects within your Salesforce account.
• Update Record 2: Updates the specified record in the specified object. Custom request fields must be added for the properties of the record.
• Get External ID Field 2: Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
• Create Record 1: Creates a new record in the specified object. (eg. a new Account record in the Accounts object). Custom request fields must be added for the properties of the record.
• Get Record By Custom Condition 1: Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
• List Updated Records 3: Retrieves the specified object's records updated since the last time this action was executed.
• Get External ID Field 3: Retrieves the field set as the External ID for the specified object, if an External ID has been configured.
• Get Record By Custom Condition 3: Retrieves a single record from the specified object based on a custom condition. If multiple matching records are found, only the first is returned.
• Delete Record 1: Deletes the specified record from the specified object.

Cases

• Delete Case: Deletes a case.
• List Updated Cases: Lists cases created or modified since the last run.
• List Cases: Lists all cases.
• Get Case: Gets a case by ID.
• Upsert Case: Creates a new case or updates an existing case based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• Create Case: Creates a new case which represents a customer issue or problem.
• List New Cases: Lists cases created since the last run.
• Update Case: Updates a case.

Tasks

• List Task Priorities: Lists the options for task priorities.
• Get Task: Gets a task by ID.
• Update Task: Updates a task.
• Create Task: Creates a new task.
• List Updated Tasks: Lists tasks created or modified since the last run.
• List Tasks: Lists all tasks.
• List Task Statuses: Lists the options for task statuses.
• Delete Task: Deletes a task.
• List New Tasks: Lists tasks created since the last run.

Opportunity Line Items

• List Updated Line Items: Lists opportunity line items created or modified since the last run.
• Delete Line Item: Deletes an opportunity line item.
• List Line Items: Lists opportunity line items.
• List New Line Items: Lists opportunity line items created since the last run.
• Get Line Item: Get line item for an opportunity by ID.
• Update Line Item: Updates an opportunity line item.
• Create Line Item: Creates a new opportunity line item.

Opportunities

• Get Opportunity: Gets an opportunity by ID.
• List Opportunities: Lists all opportunities.
• List Opportunity Stages: Lists the possible stages for an opportunity in Salesforce.
• List New Opportunities: Lists the opportunities created since the last run.
• Create Opportunity: Creates an opportunity.
• Update Opportunity: Updates information about an opportunity which would represent a sale or pending deal.
• List Updated Opportunities: Lists the opportunities created or modified since the last run.
• Upsert Opportunity: Creates a new opportunity or updates an existing opportunity based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• Delete Opportunity: Deletes an opportunity.

User Roles

• Get User Role: Gets a user role by ID.
• Update User Role: Updates an existing user role.
• List User Roles: Lists all user roles.
• Delete User Role: Deletes a user role.
• Create User Role: Creates a new user role.

Accounts

• List Accounts: Lists accounts from Salesforce.
• Create Account: Creates a new account. An account represents an organization or person involved with your business such as customers, competitors, and partners.
• List Updated Accounts: Lists accounts created or modified since the last run.
• List Accounts By PersonEmail: Lists accounts by PersonEmail. This call will fail if Person Account types are not setup.
• Get Account: Gets an account by ID.
• Update Account: Updates an account. An account represents an organization or person involved with your business such as customers, competitors, and partners.
• List Accounts By Custom Field: Lists accounts by a custom field, where equals .
• Upsert Account: Creates a new account or updates an existing account based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• Delete Account: Deletes an account.
• List New Accounts: Lists accounts created since the last run.

Contacts

• Get Contact ID: Gets the Contact ID associated with the specified email address.
• Contact Exists For Email Address: Checks whether any contacts exist for the specified email address.
• List New Contacts: Lists contacts created since the last run.
• Contact Exists For ID: Checks if a contact exists with the specified ID.
• Update Contact: Updates a contact's details.
• Create Contact: Creates a new contact.
• Upsert Contact: Creates a new contact or updates an existing contact based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup.
• Get Contact: Gets the contact with the specified ID.
• Delete Contact: Deletes a contact.
• List Contacts: Lists all contacts.
• List Updated Contacts: Lists contacts created, modified or deleted since the last run.
• Get Contact(s) By Email: Gets the contact(s) with the specified email address.
• Get Contact(s) By Mobile Number: Gets the contact(s) with the specified mobile number.

Campaigns

• If Exists: Campaign: Gets a campaign by ID and returns along a true path if it exists.
• Get Campaign: Gets a campaign by ID.
• List Updated Campaigns: Lists campaigns created or modified since the last run.
• List Campaigns: Lists campaigns.
• Delete Campaign: Deletes a campaign.
• List New Campaigns: Lists campaigns created since the last run.
• Upsert Campaign: Creates a new campaign or updates an existing campaign based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• Create Campaign: Creates a campaign.
• Update Campaign: Updates a campaign.
• Get Campaign By Name: Gets a campaign by name.

Campaign Member Status

• Update Campaign Member Status: Updates a campaign member status. Only allows for the order of the status to be changed in the picklist.
• List Campaign Member Statuses: Lists campaign member statuses.
• Create Campaign Member Status: Creates a campaign member status.
• Delete Campaign Member Status: Deletes a campaign member status.

Notes

• List Notes: Lists notes from this Salesforce account.
• List Updated Notes: Lists notes created or modified since the last run.
• Update Note: Updates a note.
• List New Notes: Lists notes created since the last run.
• Get Note: Gets a note by ID.
• Create Note: Creates a new note.
• Delete Note: Deletes a note.

Pricebooks

• List Pricebook Entries: Lists entries to a specified pricebook.
• Get Pricebook Entry: Gets a pricebook entry.
• List Pricebooks: Lists all pricebooks.

Opportunity Contact Roles

• Update Opportunity Role: Updates an opportunity contact role.
• List Opportunity Roles: Lists opportunity contact roles.
• List Updated Opportunity Roles: Lists opportunity contact roles created or modified since the last run.
• Get Opportunity Role: Gets an opportunity contact role by ID.
• Create Opportunity Role: Creates a new opportunity contact role.
• Add Contact To Opportunity: Adds an existing contact to an opportunity.
• List New Opportunity Roles: Lists opportunity contact roles created since the last run.
• List Roles By Opportunity: Lists opportunity contact roles for a specified opportunity.
• Get Primary Opportunity Role: Gets the primary contact role for an opportunity. If no primary contact role is set, returns the first contact role if any were found.
• Delete Opportunity Role: Deletes an opportunity contact role.

Users

• List Users: Lists all users.
• Get User: Gets a user by ID.
• Get Self: Gets the current user's profile information.
• Get User By Name: Gets a user by FullName.

Documents

• Get Content Document Data (CSV): Return the contents of a CSV content document.
• Get Content Version: Retrieve the content version ID of a given content document.
• List Content Documents: Retrieve a list of all content documents.

Campaign Members

• Update Campaign Member: Updates a campaign member.
• Create Campaign Member: Creates a new campaign member.
• Delete Campaign Member: Deletes a campaign member.
• Get Campaign Member: Gets a campaign member by ID.
• Upsert Campaign Member: Creates a new campaign member or updates an existing campaign member based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• List Campaign Members: Lists campaign members.

Events

• List Events: Lists events from this Salesforce account.
• Update Event: Updates an existing event.
• Create Event: Creates a new event.
• List New Events: Lists events created since the last run.
• Delete Event: Deletes an event.
• List Updated Events: Lists events created or modified since the last run.
• Get Event: Gets an event by ID.

Assets

• List Assets: List assets from Salesforce.

Products

• Get Product: Gets a Product.
• List New Products: Lists the Products created since the last run.
• List Updated Products: Returns a list of Products that have been updated since the last run.
• List Products: Returns a list of Products.

Leads

• List New Leads: Lists leads created since the last run.
• Upsert Lead: Creates a new lead or updates an existing lead based on an external ID. Setup is required, details can be found @ docs.cyclr.com/salesforce-upsert-setup
• Create Lead: Creates a new lead.
• List Updated Leads: Lists leads created or modified since the last run.
• Update Lead: Updates an existing lead.
• Delete Lead: Deletes a lead.
• List Leads By Email: Lists leads with the specified email address.
• Get Lead: Gets a lead by ID.
• List Leads: Lists all leads.

Attachments

• Create Attachment: Creates a new attachment.
• List Attachments: Lists attachments from this Salesforce account.
• Get Attachment: Gets an attachment by ID.
• List New Attachments: Lists attachments created since the last run.
• List Updated Attachments: Lists attachments created or modified since the last run.
• Update Attachment: Updates an attachment.
• Delete Attachment: Deletes an attachment.

Event Relations

• List Contact\Lead Event Relations: Lists event contact and lead attendees.
• List Declined Event Relations: Lists declined event attendees.
• List Events Relations: Lists event attendees.
• List Accepted Event Relations: Lists accepted event attendees.
• List Undecided Event Relations: Lists undecided event attendees.
• Create Event Relation: Create a new event relation

Record Types

• Get Record Type: Gets an record type by ID.

Bulk Operations

• Close Job: Closes a job. If you close a job, Salesforce queues the job and uploaded data for processing, and you can’t add any additional job data.
• Get Job: Retrieves detailed information about a job.
• Create Insert Job: Creates a job, which represents a bulk operation (and associated data) that is sent to Salesforce for asynchronous processing.
• Abort Job: Aborts a job. If you abort a job, the job does not get queued or processed.
• Delete Job: Deletes a job. To be deleted, a job must have a state of UploadComplete, JobComplete, Aborted, or Failed.
• List Jobs: Retrieves all jobs in the organization.
• Upload CSV Data: Uploads data for a job using CSV data you provide.

Enhanced Notes

• Create Enhanced Note: Creates an 'enhanced' note as displayed by the 'Notes' Related List in Salesforce.

Locations

• Get Location: Gets a location by ID.

Outbound Messages

• Outbound Message Response: Send a response to an outbound message from Salesforce. Set Result to 'true'/'false' to send a success/failure response back to SF.

Login History

• List Login History: Lists all login sessions.

Groups

• List Groups: List groups from Salesforce.

Accounts

• Create Account: Create an Account.
• Get Account: Returns a single account.
• List Accounts: Returns a list of Account Detail records.
• Delete Account: Delete an account.

Invoices

• Get Updated Invoices: Returns a list of updated Invoices for a given file added since the last run time.
• Get Invoice: Returns the specified invoice.
• List Invoices: Returns a List of invoices.

Suppliers

• List Suppliers: Returns a list of Suppliers.
• Get Updated Suppliers: Returns a list of updated Suppliers for a given file added since the last run time.
• Get Supplier: Returns details of the specified Supplier.
• Create Supplier: Creates a Supplier.
• Update Supplier: Updates a Supplier.

Tax Codes

• Get Tax Code: Returns details of a specified Tax Code.
• Get Tax Codes: Returns a list of tax codes.

Customers

• Get Updated Customers: Returns a list of updated customers for a given file added since the last run time.
• Update Customer: Update a Customer.
• Get Customer: Returns an individual customer.
• Delete Customer: Delete a Customer.
• Create Customer: Create a customer.
• List Customers: Returns a list of customers.

Item Invoices

• Delete Item Invoice: Delete an Item Invoice.
• Update Item Invoice: Update an Item Invoice.
• Add Item Invoice: Add an Item Invoice.
• List Item Invoices: Returns a List of Item invoices.
• Get Item Invoice: Returns specified Item Invoice.
• Get Updated Item Invoices: Returns a list of updated Item Invoices for a given file added since the last run time.

Contacts

• Get Updated Contacts: Returns a list of updated contacts for a given file added since the last run time.
• Get Contact: Returns an individual contact.
• List Contacts: Returns a list of Contacts.

Bills

• List Service Bills: Returns a List of bills.
• Update Service Bill: Update a bill.
• Get Service Bill: Returns an individual service bill.
• Create Service Bill: Creates a bill.

Inventory

• Update Inventory Item: Updates an Inventory Item.
• List Inventory Items: Returns a List of Inventory Items.
• Get Inventory Item: Returns an Inventory Item.
• Create Inventory Item: Creates a new Inventory Item.

Categories

• List Categories: Returns a list of categories.

Bill Items

• Delete Bill Item: Delete a bill item.
• List Bill Items: Returns a List of Bill Items
• Add Bill Item: Add a Bill Item.
• Update Bill Item: Update a bill item.
• Get Bill Item: Returns specified bill Item.

Currencies

• List Currencies: Returns a list of currencies.

Company File

• Get Files: Returns details of company files.

Service Invoices

• List Service Invoices: Returns a List of Service Invoices.
• Delete Service Invoice: Delete a Service Invoice.
• Add Service Invoice: Add a Service Invoice.
• List Updated Service Invoices: Returns a list of updated Service Invoices for a given file added since the last run time.
• Get Service Invoice: Returns details of specified Service Invoice.
• Update Service Invoice: Update a Service Invoice.