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

Activities

• Create Activity: Create a new activity.
• List Company Activities : Returns a list of company activities.
• List Activity Types: List Activity types within your account.
• List Lead Activities: Returns a list of activities for a lead.
• List Project Activities: Returns a list of activities for a project.
• List Task Activities: Returns a list of activities for a task.
• List Activities : Returns a list of activities.
• List Person Activities: Returns a list of activities for a person.
• Get Activity: Fetch an Activity by ID.
• List Opportunity Activities: Returns a list of activities for a opportunity.
• Update an Activity: Update an Activity by ID.
• Delete Activity: Delete an Activity.

People

• List Updated People : List all updated people since last successful run.
• Get Person By Email: This method allows you to get the details of a single Person by specifying a Person Email Address
• List People: This method allows you to get the details of all People.
• Update Person: This method allows you to update a Person.
• Create Person: This method allows you to add a Person.
• List New People: List new people since last successful run.
• Search People by Created Date: Search all people by date range.
• Delete Person: This method allows you to delete a Person.
• Get Person By ID: This method allows you to get the details of a single Person by specifying a Person ID

Projects

• Update Project: This method allows you to update a Projects.
• List Projects: This method allows you to get the details of all Projects.
• Get Project: This method allows you to get the details of a single Project.
• Search Projects by Created Date: Search all projects by date range.
• List New Projects: List new projects since last successful run.
• Delete Project: This method allows you to delete a Project.
• List Updated Projects : List all updated projects since last successful run.

Tasks

• Delete Task: This method allows you to delete a Task.
• Update Task: This method allows you to update a Tasks.
• List Tasks: This method allows you to get the details of all Tasks.
• Search Tasks by Created Date: Search all tasks by date range.
• List Updated Tasks: List all updated tasks since last successful run.
• Get Task: This method allows you to get the details of a single Task.
• Create Task: This method allows you to add a Task.
• List New Tasks: List new tasks since last successful run.

Companies

• Delete Company: This method allows you to delete a Company.
• List Companies: This method allows you to get the details of all Companies.
• Search Companies by Created Date: Search all companies by date range.
• List Updated Companies: List all updated companies since last successful run.
• Get Company: This method allows you to get the details of a single Company.
• List New Companies: List new companies since last successful run.
• Update Company: This method allows you to update a Company.

Leads

• List Leads: This method allows you to get the details of all Leads.
• Get Lead By Email: This method allows you to search on a lead by email.
• Update Lead: This method allows you to update a lead.
• Get Lead: This method allows you to get the details of a single lead.
• Convert Lead: Converts a lead to a person record.
• List New Leads: This method allows you to get the details of all Leads created since last successful run.
• List Updated Leads: List all updated Leads since last successful run.
• Create Lead: This method allows you to add a Lead.
• Delete Lead: This method allows you to delete a lead.
• Search Leads by Created Date: Search all activities by date range.
• List Lead Statuses: This method allows you to get the details of all lead statuses.

Opportunities

• Delete Opportunity: This method allows you to delete a Opportunity.
• Update Opportunity: This method allows you to update a Opportunities.
• List Updated Opportunities: List all updated opportunities since last successful run.
• Search Opportunities by Created Date: Search all opportunities by date range.
• Get Opportunity: This method allows you to get the details of a single Opportunity.
• List New Opportunities: List new opportunities since last successful run.
• List Opportunities: This method allows you to get the details of all Opportunities.

Users

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

Account and Users

• Get Account: Gets details for the current logged in account.

Customer Sources

• List Customer Sources: This method allows you to get the details of all customer sources.

Webhooks

• Add Subscription: Create a webhook subscription
• List Subscriptions: Returns a linting of all Webhoook Subscriptions.
• Delete Subscription: Removes a Webhook Subscription.

Contact Types

• List Contact Types: This method gets a list of contact types.

Custom Fields

• List Custom Fields: This Lists Custom Fields.

Pipelines

• List Pipelines Stages: This method gets a list ofpipeline stages.
• List Pipelines: This method gets a list ofpipelines.

Notifications

• Person Updated: Notification that a Person's details have been updated.
• Person Added: Notification that a new Person has been added.
• Person Deleted: Notification that a Person has been deleted.

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