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.

Account Types

• List Account Types: Retrieves an array of AccountTypes, subject to the search parameters.

Communities

• CommunitiesByCommunityIdMembersGet: Returns a list of current memberships for the specified community.
• CommunitiesGet: Returns an array of Communities, subject to the search parameters.

Categories

• Update Categories: Updates specified properties of multiple categories.
• Add Category: Creates a new category.
• Update Category: Updates specified properties of a category.
• Get Category by Id: Returns a single Category with the specified id.
• Get Category by Code: Returns a single Category with the specified code.
• Add Categories: Creates multiple new categories.

Countries

• List Countries: Returns an array of Iso Countries.

Vouchers

• VouchersByVoucherIdPatch: Updates specified properties of a voucher.
• VouchersGet: Returns an array of Vouchers that match the specified search criteria.
• VouchersPost: Creates a new voucher.
• VouchersGetVoucherByNumberGet: Returns a single Voucher with the specified number.
• VouchersPatchMultipleVouchersPatch: Updates specified properties of multiple vouchers.
• VouchersByVoucherIdGet: Returns a single Voucher with the specified id.
• VouchersPostMultipleVouchersPost: Creates multiple new vouchers.

Promotion Headers

• PromotionHeadersByPromotionIdGet: Returns a single PromotionHeader with the specified id.
• PromotionHeadersGet: Returns an array of Promotion Headers that match the specified search criteria.

Reason Codes

• Get Reason Code: Returns a single ReasonCode with the specified id.
• List Reason Codes: Returns an array of Reason Codes that match the specified search criteria.

Sales Orders

• SalesOrdersByOrderIdGet: Returns the specified sales order transaction.
• SalesOrdersByOrderIdClosedStatusGet: Returns the closed status for the specified sales order.
• SalesOrdersGet: Returns an array of SalesOrders that match the specified search criteria.

Sales Reps

• List Sales Reps: Returns an array of SalesReps that match the specified search criteria.

Mailers

• MailerLogBulkUpdatesPost: Updates the mailer status of a collection of customers.

Cashiers

• List Cashiers: Returns a list of Cashiers, subject to the search parameters.
• Get Cashier: Returns a single Cashier with the specified id.

Person Titles

• List Person Titles: Returns an array of Person Titles.

Units of Measure

• UnitsOfMeasureByUnitOfMeasureIdPatch: Updates specified properties of a UnitOfMeasure.
• UnitsOfMeasureDefaultUomIdGet: Returns an integer which is the id of the default unit of measure.
• UnitsOfMeasurePost: Creates a new UnitOfMeasure.
• List Units of Measure: Returns an array of UnitOfMeasure with the specified description.
• UnitsOfMeasureGetUnitOfMeasureByCodeGet: Returns a single UnitOfMeasure with the specified code.
• UnitsOfMeasureByUnitOfMeasureIdGet: Returns a single UnitOfMeasure with the specified id.

Departments

• DepartmentsGetDepartmentByCodeGet: Returns a single Department with the specified code.
• Update Department: Updates specified properties of a department.
• DepartmentsPatchMultipleDepartmentsPatch: Updates specified properties of multiple departments.
• DepartmentsByDepartmentIdGet: Returns a single Department with the specified id.
• DepartmentsPost: Creates a new department.
• Create Departments: Creates multiple new departments.

Transactions

• TransactionsPost: Creates a new transaction.
• TransactionsGetTransactionsWithIdGreaterThanSpecifiedIdGet: Returns an array of Transactions with an id greater than the specified id.
• TransactionHeadersGet: Returns an array of TransactionHeaders that match the specified search criteria.
• TransactionStatusesGet: Retrieves an array of TransactionStatuses, subject to the search parameters.
• TransactionsByTransactionIdGet: Returns a single Transaction with the specified id.
• TransactionHeadersByTransactionIdLinesGet: Returns an array of transaction lines for the specified transaction header.

Simple Tax Rates

• SimpleTaxRatesGetSimpleTaxRateByCodeGet: Returns a single SimpleTaxRate with the specified code.
• SimpleTaxRatesByIdGet: Returns a single SimpleTaxRate with the specified id.
• SimpleTaxRatesGet: Returns an array of SimpleTaxRates.
• SimpleTaxRatesByIdPatch: Updates specified properties of a simple tax rate.
• SimpleTaxRatesPost: Creates a new simple tax rate.

Internal

• Get Token:

Customers

• CustomerLoyaltyFieldsGet: Returns an array of customer loyalty fields.
• CustomerContactsByIdPatch: Updates specified properties of a customer contact.
• CustomerContactsPost: Creates a new customer contact.
• CustomerContactsByIdGet: Returns the customer contact with the specified id.
• CustomerContactsPut: Updates a customer contact.
• CustomerContactsByIdDelete: Deletes the specified customer contact.
• CustomerLoyaltyFieldsPut: Updates a batch of customer loyalty field.
• CustomersByCustomerIdLoyaltyBalancesGet: Returns an array of loyalty point balances for the specified customer.
• CustomersByCustomerIdAlternativeShipToContactsGet: Returns an array of alternative ship to contacts for the specified customer.
• CustomerLoyaltyFieldTypesGet: Returns an array of Customer Loyalty Field Types.
• CustomerLoyaltyFieldConfigsGet: Returns an array of Customer Loyalty Field Configurations.
• CustomersByCustomerIdContactsGet: Returns an array of other contacts for the specified customer.
• CustomerLoyaltyFieldsBulkUpdatesPost: Creates a new set of loyalty points.
• CustomersByCustomerIdLoyaltyCardsGet: Returns an array of loyalty cards for the specified customer.
• CustomersByCustomerIdTransactionHeadersGet: Returns an array of transaction headers for the specified customer.
• CustomersByCustomerIdLoyaltyTransactionsGet: Returns an array of loyalty transactions for the specified customer.
• CustomersPost: Creates a new customer.
• CustomersGetCustomerByAccountNumberGet: Returns a single Customer with the specified account number or loyalty card number.
• CustomersGet: Returns an array of Customers that match the specified search criteria.
• CustomersPut: Updates a batch of customers.
• CustomersByCustomerIdPatch: Updates specified properties of a customer.
• CustomersByCustomerIdPromotionCouponsGet: Returns an array of promotion coupons for the specified customer.
• CustomersByCustomerIdDiscountCouponsGet: Returns an array of discount coupons for the specified customer.
• CustomersExpiryingLoyaltyTransactionsGet: Returns an array of expiring loyalty transactions for the specified customers.
• CustomersByCustomerIdCustomerLoyaltyFieldsGet: Returns the customer loyalty fields for the specified customer.
• CustomersByCustomerIdGet: Returns a single Customer with the specified id.

Items

• Get Item Location Questions: Returns an array of Questions associated with the specified ItemLocationDetail.
• Get Location: Returns a single Location with the specified code.
• ItemLocationDetailsGetItemLocationDetailByLocationIdAndItemMasterIdGet: Returns a single ItemLocationDetail with the specified LocationId and ItemMasterId
• ItemLocationDetailsPatchMultipleItemLocationDetailsPatch: Updates specified properties of multiple ItemLocationDetails.
• List Items by Master Ids: Returns a list of ItemDetails for the specified list of item master ids.
• Get Item By Master Id: Returns a single ItemDetails with the specified item master id
• Get Item Inventory Details By SKU: Returns a single ItemDetails with the specified SKU.
• List Item Details By Sku: Returns a list of ItemDetails for the specified list of skus.
• Get Item Details By Sku: Returns a single ItemDetails with the specified sku.
• ItemsByItemLocationDetailIdItemQuestionsGet: Returns an array of Questions associated with the item with the specified itemLocationDetailId
• ItemsGetItemByLocationIdAndProductCodeGet: Returns a single Item with the specified location id and product code.Product code can be the item sku, barcode number, or any of an items's alias skus.
• Get Master by Sku: Returns a single ItemMaster with the specified sku.
• Add Master: Creates a new item master.
• List Item Masters: Returns an array of ItemMasters that match the specified search criteria.
• Add Items Location Details: Creates multiple new item location details.
• Add Masters: Creates multiple new item masters.
• Update Aliases: Updates specified properties of multiple item aliases.
• Delete Alias: Deletes a single item alias by reference to id.
• Get Alias by Alias: Returns a single ItemAlias with the specified alias.
• Add Aliases: Creates multiple new ItemAliases.
• Get Alias by Id: Returns a single ItemAlias with the specified id.
• List Updated Item Locations: Returns an array of ItemLocationDetails that have been modified since the specified date
• Update Masters: Updates specified properties of multiple item masters.
• ItemMasterAttributesByItemMasterIdGet: Returns a list of attributes for the ItemMaster with the specified id.
• List Locations: Returns an array of Locations.
• ItemMasterAttributesGetItemMasterAttributesBySkuGet: Returns a list of attributes for the ItemMaster with the specified sku.
• Get Item: Returns a single ItemMaster with the specified id.
• List Attribute Groups: Returns the list of item master attribute groups.
• ItemMasterAttributesGetItemMastersWithAttributesByIdsGet: Returns a list item masters with attributes for the ItemMaster with the specified ids.
• ItemMasterAttributesGetItemMastersWithAttributesBySkusGet: Returns a list item masters with attributes for the ItemMaster with the specified skus.

Loyalty

• LoyaltyPointsBulkUpdatesPost: Creates a new set of loyalty points.
• LoyaltyTypesGet: Returns an array of Loyalty Types that match the specified search criteria.
• LoyaltyCardsByLoyaltyCardIdGet: Returns a single LoyaltyCard with the specified id.
• LoyaltyCardsGetLoyaltyCardByNumberGet: Returns a single LoyaltyCard with the specified number.

Suppliers

• SupplierItemsPatchMultipleSupplierItemsPatch: Updates specified properties of multiple SupplierItems.
• Search Suppliers: Returns an array of Suppliers that match the specified search criteria.
• SuppliersGetSupplierByCodeGet: Returns a single Supplier with the specified code.
• SupplierItemsGetSupplierItemBySupplierIdAndItemMasterIdGet: Returns a single SupplierItem with the specified supplierId and itemMasterId.
• SupplierItemsPostMultipleSupplierItemsPost: Creates multiple new SupplierItems.
• SupplierItemsGetSupplierItemBySupplierIdAndItemMasterIdGet, Copy of: Returns a single SupplierItem with the specified supplierId and itemMasterId.
• SupplierItemsBySupplierItemIdDelete: Deletes a single SupplierItem by reference to id.