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.

Event Triggers

• Email Interactions (URL): This event can be used to trigger a Cycle or Workflow when a Contact clicks External Links with a specified prefix (e.g. 'http://www.mywebsite.com/') from within any Emails.
• Email Interactions (All): This event can be used to trigger a Cycle or Workflow when a Contact clicks any External Links from within any Emails.
• Mailing List Subscribed: This event can be used to trigger a Cycle or Workflow when a Contact subscribes to a Mailing List.
• Contact Subscribed: This event can be used to trigger a Cycle or Workflow when a Contact in your Sentori system signs up. A valid sign up for the event is when a contact clicks an Opt-In Confirmation link in an email or when a new contact is manually added by a User. New contacts added as part of a bulk data upload of a spreadsheet or .csv file will not cause the event to trigger.
• Contact Unsubscribed: This event can be used to trigger a Cycle or Workflow when a Contact in your Sentori system unsubscribes.
• Email Bounced: This event can be used to trigger a Cycle or Workflow when an email sent by your Sentori system bounces.
• Email Interaction (Single Link): This event can be used to trigger a Cycle or Workflow when a Contact clicks an external link within an Email. If the email is a 'test email' then the event will be triggered every time the interaction is detected. For other emails the event is triggered only on the first interaction.
• Mailing List Unsubscribed: This event can be used to trigger a Cycle or Workflow when a Contact unsubscribes from a Mailing List.
• Email Interaction (Open): This event can be used to trigger a Cycle or Workflow when a Contact opens a specific Email or clicks an external link within it. If the email is a 'test email' then the event will be triggered every time the interaction is detected. For other emails the event is triggered only on the first interaction.
• Form Submitted: This event can be used to trigger a Cycle or Workflow when a Contact submits a Form.
• Form Submission Confirmed: This event can be used to trigger a Cycle or Workflow when a Contact confirms a Form submission.
• Email Interaction (Open All): This event can be used to trigger a Cycle or Workflow when a Contact opens any Email or clicks an external link (which also triggers an Open). If the email is a 'test email' then the event will be triggered every time the interaction is detected. For other emails the event is triggered only on the first interaction with each.
• Email Send Completed: This event can be used to trigger a Cycle or Workflow when an Email send completes.
• Email Send Completed (All): This event can be used to trigger a Cycle or Workflow when any Email send completes.

Contacts

• Import Contacts: This step allows you to upload a number of contact records at the same time. Sentori will check to see if contacts already exist using the email address. If a contact is found to be in the contact list already an update to their details will be performed. If a record cannot be found then the contact will be added.
• Create Contact: Creates a new Contact. Note: if a Contact already exists with the email address, an update will NOT be performed.
• Update Contact: Updates an existing Contact's details. Note: if a Contact cannot be found with the email address, a new Contact will NOT be created.
• Add/Update Contact: Adds or updates a Contact as appropriate.
• Unsubscribe Contact: Completely Unsubscribes a Contact so they no longer receive any emails.
• Check Contact Exists by ID: Checks whether a Contact exists with the given Contact ID.
• Get Contact by ID: Gets a single Contact by the Contact ID.
• Get Contact by Email Address: Gets a Contact by their Email Address.
• Delete Contact: Deletes a Contact including information such as their Mailing List subscriptions and Tagging. Email interactions (i.e. Opens and Clicks) will be kept so Email KPI numbers will NOT be affected.

Reports

• Get Email KPIs: Gets the Key Performance Indicators (Opens, Clicks, etc) for an Email.
• Get Clickers by Email and Link: Gets the Contacts that have clicked a particular Link in an Email.
• Get Clickers by Email: Gets the Contacts that have clicked any Links in an Email.
• Get Abuse by Email: Gets the Contacts that have complained that an Email was spam.
• Get Bounces by Email: Gets the Contacts that have resulted in a bounce when an Email was sent.
• Get Opens by Email: Gets the Contacts that have been detected as opening an Email.
• Get Social Shares by Email: Gets the Contacts that have shared an Email on social networks.
• Get Unsubscribes by Email: Gets the Contacts that unsubscribed from an Email.
• Get Sent by Email: Gets the Contacts that have been sent an Email.

Emails

• Create Email: Creates a new Draft Email from an Email Template.
• Attach Upload Group to Draft Email: Attaches an Upload Group to a Draft Email.
• List Email Templates: Gets a list of all Email Templates in the Account.
• List Draft Emails: Gets a list of all Draft Emails in the Account.
• List Sent Emails: Gets a list of all the Emails that have been sent from the Account.
• Send Email: The Send Email functionality is provided by adding the Contact to an Autoresponder. The Autoresponder can be set to send a single or multiple Emails at preset intervals.

Mailing Lists

• Subscribe to Mailing List: Subscribes a Contact to a Mailing List.
• Unsubscribe Mailing List: Unsubscribes a Contact from a Mailing List.
• List Mailing Lists: Gets a list of all Mailing Lists in the Account.
• Get Mailing List: Gets a single Mailing List.
• Get Mailing List Subscribers: Gets a list of the Contacts who are subscribed to a Mailing List.

Autoresponders

• Add Contact to Autoresponder: Adds the Contact to an Autoresponder. The Autoresponder can be set to send a single or multiple Emails at preset intervals.
• List Autoresponders: Gets a list of all the Autoresponders in the Account.

Upload Groups

• List Upload Groups: Gets a list of all Upload Groups in the Account.

Audiences

• List Audiences: Gets a list of all Audiences in the Account.
• Get Audience Contacts: Gets a list of the Contacts that match an Audience's criteria.

Forms

• List Signup Forms: Gets a list of all Signup Forms in the Account.

Events

• Get All Future Events: Gets a list of all Events in the Account that haven't yet past.
• Get Event: Gets a single Event.
• Get Attendee Status Values: Gets a list of the Attendee Status values for the Account.
• Get Event Contacts: Gets a list of the Contacts for an Event.
• Get Event Contacts by Status: Gets a list of the Contacts with a particular Status for an Event.
• Add/Update Contact in Event: Adds a Contact to an Event with the specified Status, or updates them if they already exist in the Event.
• Get Contact Event Status: Gets a Contact's Status within an Event, if they've been added to it.
• List Events: Gets a list of Events from a specified number of days in the past onwards.
• Remove Contact from Event: Removes a Contact from an Event.