Exelement SyncCloud

Guests

• Create Guest: Create a guest.
• List Updated Center Guests: Retrieve a list of all of the updated guests of a center.
• List Center Guests: Retrieve a list of guests for a center.
• Update Guest: Update a guest.
• Search Guests: Searches for a guest using one of their credentials.
• Get Guest: Retrieve the details of a guest.
• List Guest Memberships: Retrieve a list of memberships for a guest.
• Create Guest Form: Create a guest form.
• Get Guest Form: Get a form of a guest.
• List Guest Loyalty Points: Get loyalty point history of a guest.
• List Guest Product Purchased: Retrieves a list of products purchased by a guest.
• List Guest Prepaid Cards: Retrieve a list of prepaid cards of a guest.
• List Guest Series Packages: Retrieve a list of series packages for a guest.
• List Guest Coupons : Retrieve a list of coupons for a guest.
• List Guest Appointment Services: Retrieve a list of appointment services for a guest.
• List Guest Appointments: Retrieve a list of appointments for a guest.
• List Guests Gift Cards: Retrieves a list of gift cards for a guest.
• Get Guest Note: Get a guest note.
• Delete Guest Note: Delete a guest note.
• Create Guest Note: Create a guest note.
• List Guest Notes: List all notes of a guest.
• Update Guest Note: Update a guest note.
• Update Guest Form: Update a guest form.

Centers

• List Centers: Retrieve a list of centers.

Reports

• List Sales: Retrieves the sales report of a center.
• List Collections: Retrieve the collections report of a center.
• List New Collections: Retrieve the collections report of a center since the last run.
• List New Sales: Retrieves the sales report of a center since last run.

Appointments

• Get Appointment: Retrieves the details of an appointment.
• List Appointments by Center: Lists appointments of a specified center.

Opportunities

• Update Opportunity: Edit an opportunity by ID.
• Get Opportunity: Retrieves an opportunity by ID.
• List Opportunities Metadata: Lists metadata of the opportunities.
• List New Opportunities: Retrieves a list of all new opportunities since last run.
• List Opportunities: Retrieves a list of all opportunities.

Membership Sale

• Send Guest Email: If the invoice is closed and has completed payment,use this method to send an email to a guest.
• List Center Memberships: Retrieves a list of memberships for a center.
• Create Membership Invoice: Create an invoice for memberships.
• Delete Membership From Invoice: Delete a membership from an invoice.
• Add Membership To Invoice: Add a membership to an invoice.

Product Sale

• Retrieve Invoice Details: Retrieves the details of an invoice.
• Delete Product From Invoice: Delete product from invoice.
• Create Invoice: Create invoice with products.
• Pay With Gift Card: Collect invoice payment with guest's gift card.
• Custom Payment: Insert custom payment for an invoice into Zenoti
• Pay with Unsaved Card: Collect payment with guest's unsaved card.
• Pay Tip With Card: Collect tip by using a guest's credit/debit card.
• Pay with Saved Card: Collect payment with guest's saved card.
• Add Guest Debit/Credit Card: Add a credit/debit card for a guest.
• Delete Guest Cards: Delete guest's saved credit/debit cards.
• Get Stored Cards of a Guest: Retrieve the stored cards of a guest.
• Apply Offer Code: Apply a media campaign offer code on an invoice.
• Close Invoice: Closes an Invoice.
• Add Product To Invoice: Add a product to an invoice.

Miscellaneous

Users

• Get Users: This method allows you to get the details of all users.

Employees

• List Employees: This method allows you to get a list of People in an organisation.

Opportunities

• Get Updated Opportunities: This method allows you to get the details of all Opportunities that have been updated since last run.
• Get Opportunities: This method allows you to get the details of all Opportunities.
• Update Opportunity: This method allows you to update a opportunities.
• Delete Opportunity: This method allows you to delete a Opportunity.
• Get Opportunity: This method allows you to get the details of a single Opportunity.
• Create Opportunity: This method allows you to add a Opportunity.

Webhooks

• Party Deleted:

Organisations

• Get Organisation: This method allows you to get the details of a single organisation.
• Get Organisations: This method allows you to get the details of all organisations.
• Get Updated Organisations: This method allows you to get the details of all organisations that have been updated since last run.
• Create Organisation: This method allows you to add a organisation.
• Update Organisation: This method allows you to update a organisations.
• Delete Organisation: This method allows you to delete a organisation.
• List Organisation Custom Fields: Gets the custom field definitions for organisations.

Contacts

• Get Contact: This method allows you to get the details of a single contact.
• Get Updated Contacts With Email Addresses: This method gets contacts that have been updated since the last run and have at least one email address.For each email address, a separate contact is returned.
• Get Updated Contacts: This method allows you to get the details of all contacts who have been updated since the last run.
• Delete Contact: This method allows you to delete a contact.
• Get Contacts: This method allows you to get the details of all contacts.
• Get Contacts By Email Address: This method gets contacts that have a matching email address.
• 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: This method allows you to add a contact.
• Update contact: This method allows you to update a contact.
• List Contact Custom Fields: Gets the custom field definitions for the parties contact.

Internal

• Get Contacts By Email (BETA - DO NOT USE): This method gets contacts that have a matching email address.

Tasks

• Get Tasks: This method allows you to get the details of all Tasks.
• Create Task: This method allows you to add a Task.
• Update Task: This method allows you to update a tasks.
• Delete Task: This method allows you to delete a Task.
• Get Task: This method allows you to get the details of a single Task.

Parties

• List Deleted Parties: This method allows you to get the details of all deleted Parties.
• List Updated Parties: This method allows you to get the details of all Parties that have been updated since the last run.
• Get Party: This method allows you to get the details of a single Party.
• Delete Party: This method allows you to delete a Party.
• Create Party: This method allows you to add a Party.
• Update Party: This method allows you to update a party.
• List Parties: This method allows you to get the details of all Parties.
• List New Deleted Parties: This method allows you to get the details of all Parties deleted since the last run.
• List Party Custom Fields: This method allows you to get the details of parties custom fields.

Marketing

• Sync outbound sales software with your CRM once an opportunity reaches a point in your sales cycle
• Sync contact details between your CRM and marketing tools to keep things up to date
• Trigger messaging to users when a deal reaches a particular stage

Calendars

• Add additional detail to events in your calendar bookings
• Automatically create events in your calendar with meeting room details
• Create tasks in your CRM for stakeholders involved in a meeting
• Create new contacts from scheduled calendar invitees
• Add new CRM task to calendar as events

Sales

• Add new landing page form submissions to CRM as leads
• Create new CRM entries when new contracts have been signed by leads