Exelement SyncCloud

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

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Salesforce

 with 

QuickBooks

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Salesforce

QuickBooks

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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.

Customers

  • Find Customer by Name: Get a list of customers with matching name.
  • Get Customer by Email: Get a list of customers with matching email.
  • List New Customers: Get a list of new customers since last run.
  • Update Customer: Update the customer.
  • List Customers: Get a list of all the customers.
  • Get Customer: Get a custiomer.
  • List Updated Customers: Get a list of updated customers since last run.
  • Create Customer: Create a customer.

Vendors

  • List New Vendors: Get a list of new vendors since last run.
  • Get Vendor: Get a vendor.
  • List Vendors: Get a list of all the vendors.
  • Update Vendor: Update an existing vendor.
  • Get Vendor by Name: Get a vendors by name.
  • List Updated Vendors: Get a list of updated vendors since last run.
  • Create Vendor: Creates a vendor.

Sales Receipt

  • Get Sales Receipt: Get a sales receipt.
  • Get Updated Sales Receipts: Get a list of updated sales receipts since last run.
  • Create Sales Receipt: Creates a sales receipt.
  • Get New Sales Receipts: Get a list of new sales receipts since last run.
  • Get Sales Receipt List: Get a list of all the sales receipts.

Bills

  • Create Bill: Creates a bill.
  • Get Bill: Get a bill.
  • List Bills: Get a list of all the bills.
  • List New Bills: Get a list of new bills since last run.
  • Update Bill: Update an existing bill.
  • List Updated Bills: Get a list of updated bills since last run.

Tax Rates

  • Get Tax Rates: Get a list of tax rates by their IDs.
  • List Tax Rates: Get a list of all the tax rates.

Purchase Orders

  • List Updated Purchase Orders: Get a list of updated purchase orders since last run.
  • Create Purchase Order: Creates a purchase order.
  • Get Purchase Order: Get a purchase order.
  • List New Purchase Orders: Get a list of new purchase orders since last run.
  • List Purchase Orders: Get a list of all the purchase orders.

Accounts

  • List Updated Accounts: Get a list of updated accounts since last run.
  • Get Account: Get a account.
  • Search Accounts: Get a list of all accounts matching a particular query.
  • List Accounts: Get a list of all the accounts.
  • List New Accounts: Get a list of new accounts since last run.
  • Create Account: Creates an account.

Payments

  • Create payment: Creates a payment.
  • Get Payment List: Get a list of all the payments.
  • Get Updated Payments: Get a list of updated payments since last run.
  • Get New Payments: Get a list of new payments since last run.
  • Get Payment: Get a payment.

Invoices

  • List New Invoices: Gets a list of new invoices since last run.
  • Delete Invoice: This operation deletes the invoice object specified in the request body.
  • List Updated Invoices: Gets a list of updated invoices since last run.
  • List Overdue Invoices: Gets a list of invoices with an outstanding balance that are overdue.
  • Get Invoices by Doc Number: Gets a list of invoices by doc number.
  • Get Invoice: Gets an Invoice.
  • Create Or Update Invoice: Create or update an invoice.
  • Void Invoice: This operation voids the invoice.
  • List Invoices: Gets a list of invoices.

Reports

  • Get Balance Sheet Report: Retrieves a balance sheet report.
  • Get Profit And Loss Report: Retrieves a profit and loss report.
  • Get Cash Flow Report: Retrieves a cash flow report.

Estimates

  • Get Estimate: Get a estimate.
  • List Updated Estimates: Get a list of updated estimates since last run.
  • List New Estimates: Get a list of new estimates since last run.
  • List Estimates: Get a list of all the estimates.
  • Create Estimate: Creates a estimate.

Company Info

  • Get Company Info: Get information pertaining to a company.
  • List Company Info: Get information pertaining to all companies.

Refund Receipts

  • Get Refund Receipt: Get a refund receipt.
  • Get New Refund Receipts: Get a list of new refund receipts since last run.
  • Get Updated Refund Receipts: Get a list of updated refund receipts since last run.
  • Get Refund Receipt List: Get a list of all the refund receipts.
  • Create Refund Receipt: Creates a refund receipt.

Class

  • Create Class: Create a class.
  • Update Class: Update a class record.
  • Get Class: Retrieve details of a single class.
  • List Updated Classes: Lists classes updated since last run.
  • List New Classes: Lists classes created since last run.
  • List Classes: Lists classes.

Items

  • Create Item: Creates a item.
  • Update Item: Update an existing item.
  • List Updated Items: Get a list of updated items since last run.
  • List New Items: Get a list of new items since last run.
  • Get Item: Get an item.
  • List Items: Get a list of all the items.

Journal Entries

  • Get New Journal Entries: Get a list of new journal entries since last run.
  • Create Journal Entry: Creates an journal entry.
  • Get Journal Entry List: Get a list of all the journal entries.
  • Get Journal Entry: Get a journal entry.
  • Get Updated Journal Entries: Get a list of updated journal entries since last run.

Credit Memos

  • Get New Credit Memos: Get a list of new credit memos since last run.
  • Get Updated Credit Memos: Get a list of updated credit memos since last run.
  • Get Credit Memo List: Get a list of all the credit memos.
  • Get Credit Memo: Get a credit memo.
  • Create Credit Memo: Creates a credit memo.

Tax Codes

  • List Tax Codes: Get a list of all the tax codes and their related sale and purchase tax rates.

Time Activities

  • Get Time Activity List: Get a list of all the time activity.
  • Create Time Activity: Creates a time activity.
  • Get New Time Activities: Get a list of new time activities since last run.
  • Get Time Activity: Get a time activity.
  • Get Updated Time Activities: Get a list of updated time activities since last run.

Access Tokens

  • Revoke Access: Revoke permissions granted to the application.
"I wanted to express my sincere appreciation for the exceptional service and successful HubSpot integration that your company delivered. The expertise, professionalism, and dedication demonstrated throughout the process were truly impressive. From the initial consultation to the final implementation, your team exhibited a deep understanding of our business needs. The smooth and efficient integration process, coupled with your proactive communication, ensured the project was completed within the agreed timeframe, exceeding our expectations. The integrated solution provided by Exelemnt SyncCloud is of outstanding quality, seamlessly connecting our HubSpot instance with our external service/data provider. This integration has significantly improved our workflow, enabling effective lead management, automated marketing campaigns, and has greatly enhanced our sales process and pipeline. It has truly empowered our team and given us a competitive advantage. Thank you for your remarkable service. I highly recommend Exelemnt SyncCloud for successful HubSpot integrations, and I look forward to future collaborations."

Zoran Mitrovic

Digitaliseringschef / CDO, Euro Finans

"Exelement SynCloud Helped Us Growth +400% Net Profits. The value our organization has seen working with Exelement SyncCloud has been extremely beneficial to our growth and helped position us for continued+sustanable growth. The Exelement team is super knowledgeable, and resourceful, and has a war chest full of additional items to help any organization meet its HubSpot needs. As an executive leader within the org, I've experienced multiple HubSpot and Salesforce buildouts; however, I've never worked with such as helpful/responsive partner as Exelement."

Christopher L. Hackney

Director of Operations, IT’S A SECRET MED SPA

Looking for additional or custom integration methods?

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