Exelement SyncCloud

a fully managed integration platform as a service solution (managed iPaaS)

Integrate 

Salesforce

 with 

Chargify

With our fully managed integration platform as a service, we can help you get your integration up and running fast, securely, and accurately.

We manage the whole process from A-Z, your integration runs in our cloud, and you don't need to host or manage any code or integration apps.

Salesforce

Chargify

250+ applications
get your integration up and running today

Book a free consultation to get a quote

What is Exelement SyncCloud?

Integrate, exchange, migrate and replicate data between your platforms in no time.

300+ integration connectors to popular apps and services

Rapid custom API connector development, including for your on-prem systems

Fully managed integration platform as a service (iPaaS)

How to Integrate 

Salesforce

 with 

Chargify

Sharing your data between systems is as easy as one two three.

Account setup

Based on your integration needs, we set up a new account and enable the integration connectors needed to build the integration,

Salesforce
 and 
Chargify

, plus others if needed.


If you require endpoints that is currently not available in SyncCloud, or if you require a new connector, we will, build modify existing, or build the new custom connector for you and add it to your account.

01
02

Integration implementation and launch

Before we build the integration, we will do a quick health check in your 

Salesforce

 instance and suggest any changes needed to make the integration work seamlessly.


Based on your requirements, our Data Integration Services Team builds your integration and launches it in an efficient and quick turnaround time. We work with your internal teams to ensure correct field mapping, data synchronization logic, integration frequency, and any custom requirements are met.

Based on your integration complexity, custom logic and any other specific requirements, the time to setup your specific integration can vary. We recommend starting simple and then add on more connections.

Continuous support throughout the lifecycle.

After the launch we will monitor the integration closely for two weeks, and after that we’ll hand over to continuous support. If you need any tweaks or simple changes, just reach out and ask and we’ll set it up for you.

For major changes or updates to your integration, we’ll scope the work together to minimize impact on your production systems.  

03
get your integration up and running today

Book a free consultation to get a quote

INTEGRATE EVERYTHING

Available integration methods

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.

Invoices

  • List Invoice Payments: Gets a list of all payments for an invoice.
  • Create Invoice Payment: Record an external payment against a specific invoice.
  • List Invoices: Gets a list of all invoices.
  • Get New Invoices: Gets a list of all invoices created after the last run time.
  • Read New Invoice Events: Retrieves a list of invoice events since the last time this action was executed.
  • Get Invoice: Get a single invoice record.

Subscriptions

  • Create Usage For Subscription: Allows you to record an instance of metered usage for a subscription. The quantity from usage for each component is accumulated to the unit_balance on the component line item for the subscription.
  • Get Metadata For Subscription: Gets details of a specific subscriptions custom field entries.
  • Pause Subscription: This will place the subscription in the on_hold state and it will not renew.
  • Get Subscription Component Allocations: Gets details of a subscription's specific components allocations.
  • Get Subscription by Reference: Lookup Subscription by Reference.
  • List Updated Subscriptions: Gets a list of all the subscriptions.
  • List Subscriptions Components: Gets a list of all components for a susbscription.
  • List Subscriptions: Gets a list of all the subscriptions.
  • Update On-Hold Subscription: To update a subscription's resume date, use this method to change or update the automatically_resume_at date.
  • Update Subscription: Update a single subscription.
  • Update Subscriptions Billing Date: Update a single subscriptions next billing date.
  • List Subscriptions By Customer: Gets a list of all the subscriptions for a customer.
  • Delete Subscription: Delete a single subscription.
  • List Updated Subscriptions By Customer: Gets a list of all the subscriptions for a customer updated since last run.
  • Get Subscription Component: Gets details of a subscription's specific component.
  • Get Subscription: Gets details of a specific subscription.
  • Create Subscription: Create a subscription. Depending on the fields set will determine the type of subscription created, see https://reference.chargify.com/v1/subscriptions/subscription-request-examples
  • List New Subscriptions By Customer: Gets a list of customers subscriptions created since last run.
  • List New Subscriptions: Gets a list of all the subscriptions.

Component Price Points

  • Create Currency Prices (Component): Create currency prices for a given currency that has been defined on the site level in your settings.
  • Update Currency Prices (Component): Update currency prices for a given currency that has been defined on the site level in your settings.
  • Get Component Price Point Currency Prices: Gets the currency prices for a price point of a given component.
  • Update Price Point: Updates an existing price point's prices.
  • Get Component Price Points: Gets the price points of a given component.

Customers

  • Get New Customers: Gets a list of customers created since last run.
  • Find Customers: Gets a list of customers matching a value. This can be a complete or partial email address, an ID, etc.
  • Check Customer Exists: Checks customer exists and returns the first customer record found.
  • Delete Customer: Deletes a customer.
  • Get Customer: Gets details of a specific customer.
  • List Customers: Gets a list of all customers.
  • Create Customer: Creates a new customer record.
  • Update Customer: Makes updates to a customer record.
  • Get Customer by Reference: Lookup Customer by Reference.
  • Get Updated Customers: Gets a list of customers updated since last run.

Management Links

  • Get Management Link: Read a management link.

Products

  • Get Product By Handle: Gets a product by handle.
  • Delete Product: Deletes a product.
  • Identify Product: Returns first product found when given a collection of handles.
  • List Products: Gets a list of all products.
  • Update Product: Updates a product.
  • Delete Product Family: Deletes a product family.
  • Get Product: Gets the details of a specified product.
  • Create Product: Creates a new product record.
  • List New Products: Gets a list of all products created after the last run time.
  • List Products in Family: Gets a list of all products within a product family.

Components

  • Create Price Point: Create a new price point.
  • Find Component By Handle: This request will return information regarding a component having the handle you provide. You can identify your components with a handle so you don't have to save or reference the IDs generated.
  • Create Multiple Allocations: Creates multiple allocations, setting the current allocated quantity for each of the components and recording a memo.
  • Get New Components By Product Family: Gets a list of all components for a product family created after the last run time.
  • Create Component (Quantity Based): Create a quantity based component within a product family.
  • Create Component (Metered): Create a metered component within a product family.
  • Create Allocation For On/Off Component: This request will return information regarding a component having the handle you provide. You can identify your components with a handle so you don't have to save or reference the IDs generated.
  • Update Component Quantity: Creates a new allocation for the subscription, setting a new currently allocated quantity and recording a memo.
  • List Components By Product Family: Gets a list of all components for a product family.
  • Identify Components: Returns only components when given a collection of handles.
  • Create Component (On Off): Create an 'on off' component within a product family.

Product Price Points

  • Create Product Price Point: Create a price point for a given product.
  • Update Product Price Point: Update the price points of a given product.
  • Create Currency Prices (Product): Create currency prices for a given currency that has been defined on the site level in your settings.
  • Get Product Price Points: Gets the price points of a given product.
  • Update Currency Prices (Product): Update the prices of currency prices for a given currency that exists on the product price point.

Notifications

  • Signup Success WebHook: Signup Success Event received when subscribed to in chargify.
  • Subscription Changed WebHook: Subscriptions Event received when subscribed to in chargify.
  • Customer Created: Customer Created Event received when subscribed to in chargify.
  • Statement Settled Webhook: Event received when Statement Settled in Chargify.

Prepaid Usage

  • List Prepaid Usage: Retrieves a list of the usages associated with a subscription for a particular prepaid usage component.
  • Update Allocation's Expiration Date: Updates a prepaid usage allocation's expiration date.
  • Create Prepaid Usage Price Point: Creates a price point for a prepaid usage component.
  • Create Prepaid Usage Component: Creates a prepaid usage component under the specified product family.
  • Delete Prepaid Usage Allocation: Deletes a prepaid usage allocation.
  • Create Prepaid Usage: Creates an instance of prepaid usage for a subscription.
  • Create Prepaid Usage Allocation: Creates a prepaid usage allocation.

Events

  • List Subscriptions Events: Gets a list of events for a subscription.
  • List New Site Events: Gets a list of events for a site since last run. Use filters to narrow down results. You may use the key filter to narrow down results..
  • List New Subscriptions Events: Gets a list of new events for a subscription since last run
  • Get Count of Site Events: Gets a count of the entire events for a given site.
  • List Site Events: Gets a list of events for a site. Use filters to narrow down results. You may use the key filter to narrow down results..

Product Families

  • List Product Families: Gets a list of all product families.
  • Create Product Family: Creates a new product family.
  • Update Product Family: Update a product family.
  • Get Product Family: Gets details of a specific product family.

MRR

  • Get MRR Movements: This endpoint returns your site's MRR movements. Results can be scoped to a single subscription by providing a subscription_id query param.
  • Get MRR: Returns your site's current MRR, including plan and usage breakouts.

Customer Custom Fields

  • List Customers Custom Fields: Gets details of a specific customers custom field entries.

Custom Fields

  • Update Custom Field: Update a specific subscription or customer custom field.

Credit Notes

  • Get Credit Note: Get a single credit note.

Looking for additional or custom integration methods?

We can customize the integration to work with any additional or custom methods, get in touch with our team to discuss your particular integration needs.

Book a free consultation

Secure Data Movement From Point A to B,
In Weeks Not Months

GDPR Compliant

We take GDPR seriously and design everything with security first.

IP Whitelisting

Exelement's SyncCloud sends and receives requests from static IP address which you could whitelist in your system's API.

SSL everywhere

We always use SSL when customer systems connect to Exelement SyncCloud or third party APIs such that data is encrypted on the way in to and out of the Exelement SyncCloud application. Whilst in the Exelement SyncCloud application environment all data is encrypted.

Untangle your IT team

By building and running your system integrations on Exelement SyncCloud, you get to free up your IT team from building, managing and hosting your marketing and sales integrations. We know how busy internal IT teams can be, sometimes small marketing and sales projects would take forever to be delivered and get tangled with internal resources and skillset planning, DevOps and security limitations. Why tangle your IT team while you can launch your integrations faster and in isolation from your internal IT systems?

Physical Access Controls

Exelement's SyncCloud application runs in secure data centres operated by Amazon Web Services. Amazon Web Services policy in regards to Physical Access is as follows: Physical data centre access is granted only to approved employees and third parties. Such individuals who need data centre access must first apply for access and provide a valid business justification. These requests are granted based on the principle of least privilege, where requests must specify to which layer of the data centre the individual needs access, and are time-bound.  Requests are reviewed and approved by authorized personnel, and access is revoked after the requested time expires. Once granted admittance, individuals are restricted to areas specified in their permissions.
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