Exelement SyncCloud

Leads

• Delete Lead: Delete a Lead.
• List Lead Filters: Get a List of All Lead Filters.
• Create Lead: Create a New Lead.
• List All Leads by View ID: Get a List of All Leads by View ID.
• Update Lead: Update a Lead.
• Get Lead: Get a Lead.

Contacts

• Create Contact: Create a New Contact.
• List Contact Filters: Get a List of All Contact Filters.
• Get Contact: Get a Contact.
• Update Contact: Update a Contact.
• Delete Contact: Delete a Contact.
• List All Contacts by View ID: Get a List of All Contacts by View ID.

Accounts

• Get Account: Get an Account.
• List All Accounts by View ID: Get a List of All Accounts by View ID (retrieve View ID from Account Filters).
• List Account Filters: Get a List of All Account Filters.
• Delete Account: Delete an Account.
• Create Account: Create an Account.
• Update Account: Update an Account.

Appointments

• List Appointments: Get a list of filtered appointments i.e get your past and upcoming appointments.

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.