Exelement SyncCloud

Contacts

• List Contacts: List all contacts from SugarCRM.
• Get New Contacts: Get new contacts from SugarCRM since the last run time.
• Get Contacts With Email Addresses: This method gets contacts that have at least one email address. For each email address, a separate contact is returned.
• Create Contact: Creates a new contact in SugarCRM.
• Delete Contact: Deletes a specified contact.
• Get Contact by Email: Gets a specified contact from SugarCRM.
• Get Contact: Gets a specified contact from SugarCRM.
• List Contacts By Opportunity: Lists the specified opportunity's contacts from SugarCRM.
• Get New And Updated Contacts: Gets new and updated contacts from SugarCRM since the last run time.
• List Contacts By Account: Lists the specified account's contacts from SugarCRM.
• Update Contact: Update an existing contact in SugarCRM.

Leads

• Create Lead: Create a new lead in SugarCRM.
• Delete Lead: Deletes a specified lead.
• Get New Leads: Gets new leads from SugarCRM since the last run time.
• Get Lead: Gets a specified lead from SugarCRM.
• Update Lead: Update an existing lead in SugarCRM.
• List Leads: List all leads from SugarCRM.
• Get New And Updated Leads: Gets new and updated leads from SugarCRM since the last run time.
• Get Leads by Email: List leads from SugarCRM associated with a given email address..

Opportunities

• Get New And Updated Opportunities: Gets new and updated opportunities from SugarCRM since the last run time.
• Delete Opportunity: Deletes a specified opportunity.
• Get Opportunity: Gets a specified opportunity from SugarCRM.
• Update Opportunity: Update an existing opportunity in SuagrCRM.
• List Opportunity Lines: Lists all opportunity lines for the specified opportunity from SugarCRM.
• List Opportunities: List all opportunities from SugarCRM.
• Create Opportunity: Create a new opportunity in SuagrCRM.
• Get New Opportunities: Gets new opportunities from SugarCRM since the last run time.

Accounts

• Get New And Updated Accounts: Gets new and updated accounts from SugarCRM since the last run time.
• Create Account: Create a new account in SugarCRM.
• Get New Accounts: Get new accounts from SugarCRM since the last run time.
• Delete Account: Deletes a specified account.
• Get Account: Gets a specified account from SugarCRM.
• List Accounts: Lists all accounts from SugarCRM.
• Update Account: Update an existing account in SugarCRM.

Tasks

• List Tasks: List all tasks from SugarCRM.
• Delete Task: Deletes a specified task.

Custom Objects

• Create Custom Object: Create a new object in a custom endpoint in SugarCRM.
• Get New And Updated Custom Objects: Get new and updated custom objects from SugarCRM since the last run time.
• List Custom Objects: Gets all of a custom objects from SugarCRM.
• Get New Custom Objects: Get new custom objects from SugarCRM since the last run time.
• Delete Custom Object: Delete a custom object from SugarCRM.
• Update Custom Object: Update a custom object in SugarCRM.

Campaigns

• List Campaigns: Lists all campaigns from SugarCRM.
• Get Campaign: Gets a specified campaign from SugarCRM.
• List Campaign Leads: Lists the leads associated with a Campaign.
• Get Campaign Log: Retrieves the log for the specified campaign from SugarCRM.
• List Campaign Contacts: Lists the contacts associated with a Campaign.

Calls

• Get Call: Gets a specified call.
• List New And Updated Calls: Lists all calls created or updated since the last run time.
• List Updated Calls: Lists all calls updated since the last run time.
• List Calls: Lists all calls.
• List New Calls: Lists all calls created since the last run time.

Activities

• List Activities By Opportunity: Lists the specified opportunity's activities from SugarCRM.

Subscriptions

• Update Subscription: Upgrade/downgrade an existing subscription.
• Churn Subscription: Churn a subscription.
• Un-churn Subscription: Remove the churn event associated with a subscription. This rewrites history for the subscription, making it appear as thought the subscription never churned to begin with. You may do this for a subscription that has already churned, or that is set to churn in the future.
• Create Subscription: Create a new subscription. Can be for a new user, or a user who already has another subscription.

Users

• Get User's Subscription History: Get the history of subscription updates you've made to a user.
• Update User: Update a User's email address.
• Delete User: Completely delete a user and his subscription history.

Plans

• Get Plan: Retrieve a single manually-added plan by ID
• Update Plan: Retrieve a single manually-added plan by ID
• List Plans: List all manually-added plans.
• Create Plan: Create a new, manually-added plan. You may create a new plan using this endpoint. Alternatively, if you create a manually-added subscription and place that subscription on a plan that has never been referenced before, that plan will automatically be created. If you try to create a plan that already exists, this endpoint will return an error.

Metrics

• Get Monthly Metrics: Retrieve all monthly financial metrics for your company. Optionally scope to an individual metric and/or plan. See https://profitwellapiv2.docs.apiary.io/#reference/metrics/monthly-metrics/get-monthly-metrics for metrics to filter by.
• Get Daily Metrics: Retrieve financial metrics broken down by day for either the current month or the last. Optionally scope to an individual metric and/or plan. See https://profitwellapiv2.docs.apiary.io/#reference/metrics/daily-metrics/get-daily-metrics for metrics to filter by.
• List Plan IDs: Retrieve your company's active plan IDs, sorted by MRR. Will only return plan IDs for which there are currently active customers, and will return at most 150.
• Exclude Customer from Metrics: Exclude user's data from the calculation of all metrics.

Maintenance

• Get API Status: This endpoint returns a status code of 200 if the API is operational and if you've properly authenticated. If you haven't authenticated properly, the endpoint returns a status code of 401.

Company

• Get Company Account Settings: Get your company's ProfitWell account settings. These include your company ID, name, timezone, and the currency in which your metrics are displayed.