Exelement SyncCloud

Guests

• Create Guest: Create a guest.
• List Updated Center Guests: Retrieve a list of all of the updated guests of a center.
• List Center Guests: Retrieve a list of guests for a center.
• Update Guest: Update a guest.
• Search Guests: Searches for a guest using one of their credentials.
• Get Guest: Retrieve the details of a guest.
• List Guest Memberships: Retrieve a list of memberships for a guest.
• Create Guest Form: Create a guest form.
• Get Guest Form: Get a form of a guest.
• List Guest Loyalty Points: Get loyalty point history of a guest.
• List Guest Product Purchased: Retrieves a list of products purchased by a guest.
• List Guest Prepaid Cards: Retrieve a list of prepaid cards of a guest.
• List Guest Series Packages: Retrieve a list of series packages for a guest.
• List Guest Coupons : Retrieve a list of coupons for a guest.
• List Guest Appointment Services: Retrieve a list of appointment services for a guest.
• List Guest Appointments: Retrieve a list of appointments for a guest.
• List Guests Gift Cards: Retrieves a list of gift cards for a guest.
• Get Guest Note: Get a guest note.
• Delete Guest Note: Delete a guest note.
• Create Guest Note: Create a guest note.
• List Guest Notes: List all notes of a guest.
• Update Guest Note: Update a guest note.
• Update Guest Form: Update a guest form.

Centers

• List Centers: Retrieve a list of centers.

Reports

• List Sales: Retrieves the sales report of a center.
• List Collections: Retrieve the collections report of a center.
• List New Collections: Retrieve the collections report of a center since the last run.
• List New Sales: Retrieves the sales report of a center since last run.

Appointments

• Get Appointment: Retrieves the details of an appointment.
• List Appointments by Center: Lists appointments of a specified center.

Opportunities

• Update Opportunity: Edit an opportunity by ID.
• Get Opportunity: Retrieves an opportunity by ID.
• List Opportunities Metadata: Lists metadata of the opportunities.
• List New Opportunities: Retrieves a list of all new opportunities since last run.
• List Opportunities: Retrieves a list of all opportunities.

Membership Sale

• Send Guest Email: If the invoice is closed and has completed payment,use this method to send an email to a guest.
• List Center Memberships: Retrieves a list of memberships for a center.
• Create Membership Invoice: Create an invoice for memberships.
• Delete Membership From Invoice: Delete a membership from an invoice.
• Add Membership To Invoice: Add a membership to an invoice.

Product Sale

• Retrieve Invoice Details: Retrieves the details of an invoice.
• Delete Product From Invoice: Delete product from invoice.
• Create Invoice: Create invoice with products.
• Pay With Gift Card: Collect invoice payment with guest's gift card.
• Custom Payment: Insert custom payment for an invoice into Zenoti
• Pay with Unsaved Card: Collect payment with guest's unsaved card.
• Pay Tip With Card: Collect tip by using a guest's credit/debit card.
• Pay with Saved Card: Collect payment with guest's saved card.
• Add Guest Debit/Credit Card: Add a credit/debit card for a guest.
• Delete Guest Cards: Delete guest's saved credit/debit cards.
• Get Stored Cards of a Guest: Retrieve the stored cards of a guest.
• Apply Offer Code: Apply a media campaign offer code on an invoice.
• Close Invoice: Closes an Invoice.
• Add Product To Invoice: Add a product to an invoice.

Miscellaneous

Roles

• List Roles: Get roles from Zoho CRM.

Potentials

• Get Potential: Get a potential from Zoho CRM.
• Create Potential: Create a potential in Zoho CRM.
• Get Potentials: Get potentials from Zoho CRM.
• Get New/Updated Potentials: Get potentials from Zoho CRM that have recently been created or updated.
• Update Potential: Update a potential in Zoho CRM.
• Delete Potential: Create a potential in Zoho CRM.

Campaigns

• Get Campaign: Get a campaign from Zoho CRM.
• Create Campaign: Create a campaign in Zoho CRM.
• Delete Campaign: Delete a campaign in Zoho CRM, please note this does not permanently delete the campaign, it just moves it to the recycle bin.
• Get Campaigns: Get campaigns from Zoho CRM.
• Update Campaign: Update a campaign in Zoho CRM.

Products

• List Products: List products from Zoho CRM.
• Create Product: Create a product in Zoho CRM.
• Update Product: Update a product in Zoho CRM.
• Get Product: Get a product from Zoho CRM.
• List New and Updated Products: List products from Zoho CRM that have been created/updated since last run.
• Delete Product: Delete a product in Zoho CRM, please note this does not permanently delete the product, it just moves it to the recycle bin.

Vendors

• Update Vendor: Update a vendor in Zoho CRM.
• Create Vendor: Create a vendor in Zoho CRM.
• Get Vendor: Get a vendor from Zoho CRM.
• List New and Updated Vendors: List vendors in Zoho CRM that have been created/updated since last run.
• List Vendors: List vendors in Zoho CRM.

Users

• List Users: This method returns a list of users
• Get User: This method gets details of the specified user.

Tasks

• Create Task: Create a task in Zoho CRM.
• Delete Task: Delete a task from Zoho CRM.
• Get Task: Get a task from Zoho CRM.
• Get Tasks: Get tasks from Zoho CRM.
• Update Task: Update a task in Zoho CRM.

Accounts

• Get Account: Get details of a single account from Zoho CRM.
• Delete Account: Delete an account from Zoho CRM, please note this does not permanently delete the account, it just moves it to the recycle bin.
• Get Accounts: Get accounts from Zoho CRM.
• Create Account: Create a new account inside Zoho CRM.
• Update Account: Update an account in Zoho CRM.

Contacts

• Search Contacts: Get contacts from Zoho CRM that match the search criteria.
• Delete Contact: Delete a contact from Zoho CRM, please note this does not permanently delete the contact, it just moves it to the recycle bin.
• Associate Contact to Campaign: Associate a contact to Campaign in Zoho CRM,
• List Updated Contacts: Get contacts from Zoho CRM that have recently been created or updated.
• Get Contacts by Campaign: Get contacts by campaign from Zoho CRM.
• Get Contacts by Email Address: Finds contacts in Zoho CRM by email address.
• Create Contact: Create a contact in Zoho CRM.
• Get Contact By ID: Gets the details of a specific contact identified by ID.
• Delete Associated Contact from Campaign: Delete a contact from Campaign in Zoho CRM, Please note this does not permanently delete the contact.
• List New Deleted Contacts: List all contacts deleted since the last run.
• List Deleted Contacts: List all deleted contacts.
• Update Contact: Update a contact in Zoho CRM.
• Get Contacts: Get contacts from Zoho CRM.

Events

• Get Event: Get an event from Zoho CRM.
• Update Event: Update an event in Zoho CRM.
• Delete Event: Delete an event from Zoho CRM, please note this does not permanently delete the event, it just moves it to the recycle bin.
• Get Events: Get events from Zoho CRM.
• Create Event: Create an event in Zoho CRM.

Cases

• Get Cases: Get a case from Zoho CRM.
• Delete Case: Delete a case from Zoho CRM.
• Get Case: Get a case from Zoho CRM.
• Create Case: Create a case in Zoho CRM.
• Update Case: Update a case in Zoho CRM.

Organizations

• List Organizations: Get organizations from Zoho CRM.

Leads

• Create Lead: Create a lead in Zoho CRM.
• List Deleted Leads: List all deleted leads.
• List New Deleted Leads: List all leads deleted since the last run.
• Delete Lead: Delete a lead from Zoho CRM, please note this does not permanently delete the lead, it just moves it to the recycle bin.
• Search Leads: Get leads from Zoho CRM that match the search criteria.
• Get Leads: Get leads from Zoho CRM.
• Get New/Updated Leads: Get a leads from Zoho CRM that have recently been created or updated.
• Get Leads by Email: Finds leads in Zoho CRM by email address.
• Update Lead: Update a lead in Zoho CRM.

Sales

• Add new landing page form submissions to CRM as leads
• Create new CRM entries when new contracts have been signed by leads