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

Organizations

• Delete Organization: Update details of an existing organization
• List Organizations: Gets a list of organizations
• Get Organization: Gets details of an organization
• Get Organization V2: Gets details of an organization
• List An Organizations People: Gets a list of an organizations people.
• List An Organization's Updates: Gets a list of an organization's updates.
• Update Organization: Update details of an existing organization.
• List An Organizations Followers: Gets a list of an organizations followers.
• Add Organization: Adds a new organization
• Get Organizations by Name: Searches all organizations by their name
• Search Organizations: Searches all Organizations by a given term.
• List An Organizations Associated Deals: Gets a list of an organizations associated deals.
• List Updated Organizations: Gets a list of organizations new/updated since the last run.
• List New Organizations: Returns a list of new organizations since last successful run.
• List An Organizations Activities: Gets a list of an organizations activities.
• List An Organizations Permitted Users: Gets a list of an organizations permitted users.

Webhooks

• Added Deal: Triggered when a deal has been added.
• Updated Person: Triggered when a person's record has been updated.
• Updated Product: Triggered when a product has been updated.
• Updated Deal: Triggered when a deal has been updated.
• Updated Organization: Triggered when an organization has been updated.
• Added Product: Triggered when a product has been added.
• Updated Activity: Triggered when an activity has been updated.
• Added Note: Triggered when a note has been added.
• Updated Stage: Triggered when a stage has been updated.

Pipelines

• List New Pipelines: Returns a list of new pipelines created since the last successful run.
• Update Pipeline: Update the properties of a pipeline.
• Add Pipeline: Adds a Pipeline.
• List Updated Pipelines: Returns a list of pipelines new/updated since last run.
• Get Pipeline: Returns data about a specific pipeline.

Filters

• Add Filter: Add a new filter
• Delete Filter: Delete an existing filter
• List Updated Filters: Returns a list of filters new/updated since last run.
• List All Filters: Returns data about all filters.
• Get Filter: Returns data about a single filter.
• List New Filters: Returns a list of new filters since last successful run.

Activities

• List Updated Activities: Returns a list of activities new/updated since last run.
• List Activities: Get the details of all Activities
• Get Activity: Get the details of an Activity
• List User Activities: Returns all activities assigned to a particular user.
• Delete Activity: Deletes an activity.
• Update Activity: Modifies an activity.
• Add Activity: Adds an activity.
• List New Activities: Returns the details of all Activities created since the last successful run.

People Fields

• List People Fields: Returns all people fields.
• List Custom People Fields: Returns all custom people fields.

Currencies

• Get Currencies: Returns all supported currencies in given account which should be used when saving monetary values with other objects. The 'code' parameter of the returning objects is the currency code according to ISO 4217 for all non-custom currencies.

People

• List People by Owner ID : Returns a list of people by Owner ID.
• Get People by Email Address: Returns a list of people matching the email address provided.
• List Updated People: Returns a list of people new/updated since last run.
• Delete Person: Deletes a person.
• Get Person V2: Gets all the details of a person.
• Search People: Searches all people by name, email, phone, notes and/or custom fields.
• List New People: Returns a list of new people created since the last successful run.
• List Updated People by Owner ID: Returns a list of people new/updated since last run filtered by their owner ID
• Add Person: Adds a new person.
• Update Person: Updates a person's details.
• List People: Returns a list of people.
• Get Person: Gets all the details of a person.

Leads

• Create Lead: Creates a new lead.
• List New Leads: Returns the details of all Leads created since the last successful run.
• Update Lead: Updates the specified lead.
• Get Lead: Returns the specified lead.
• List Updated Leads: Returns a list of updated leads since last successful run.
• List Leads: Returns all leads.

Internal

• List Singular Organization Fields (for Custom Field Lookup): Returns all organization fields in singular format, no array.
• List Singular Person Fields (for Custom Field Lookup): Returns all person fields in singular format, no array.
• List Person Fields - LIST (for Custom Field Lookup): Returns all person fields in an array.

Teams

• List Teams: Returns a list of all Teams.

Deals

• List Updated Deals: Returns a list of deals new/updated since last run.
• List New Deals: Returns a list of new deals since last successful run.
• List Deals: Returns all deals.
• Add Deal: Adds a new deal.
• Get Deal: Returns details of a specific deal.
• Update Deal: Updates the details of a deal.
• Delete Deal: Marks a deal as deleted.
• List Deal Participants: Lists participants associated with a deal.
• List Deals by Stage: Returns all deals at a specific stage.
• List Deal Products: Lists products associated with a deal.

Deal Fields

• Get Deal Field: Returns details of a specific deal field.
• List Deal Fields: Returns all deal fields.

Stages

• List Updated Stages: Returns a list of stages new/updated since last run.
• List Stages: Returns data about all stages in all Pipelines.
• Get Stage: Returns data about a specific stage.
• Add Stage: Adds a new stage, returns the ID.
• Update Stage: Update the properties of a stage.
• Delete Stage: Marks a stage as deleted.
• List Stages for Pipeline: Returns data about the stages in the selected Pipeline.
• List New Stages: Returns a list of new stages created since the last successful run.

Roles

• List Roles: Returns a list of all roles.

Organization Fields

• List Organization Fields: Returns all organization fields.
• List Custom Organization Fields: Returns all custom organization fields.

Users

• Get Current User: Get the currently authenticated users details.
• List New Users: Returns a list of new users since last successful run.
• Find Users By Name: Find users by their name.
• Create User: Adds a new user to the company, returns the ID upon success.
• Update User: Updates the properties of a user.
• List User Followers: List followers of a specific user.
• List Users Blacklisted Email Addresses: List all blacklisted email addresses of the specified user.
• Get User Role Settings: Get a users role settings.
• Get User: Get a users details.
• List Users: Returns data about all users.
• List Updated Users: Returns a list of users new/updated since last run.

Notes

• Delete Note: Deletes a note.
• Get Note: Get details of the specified Note.
• Get All Notes: Returns all notes.
• Add a Note: Adds a note.
• List Updated Notes: Returns a list of notes new/updated since last run.
• Get New Notes: Returns all new notes.
• Update Note: Updates a note.

Products

• Delete Product: Marks a product as deleted.
• Create Product: Adds a new product to the products inventory.
• List Products: Returns data about all products.
• Update Product: Updates product data.
• List New Products: Returns data about all products created since last run.
• Get Product: Returns data about a specific product.
• Search Products: Searches all products by name, code and/or custom fields.
• List Updated Products: Returns data about all products created or modified since last run.
• Get Product's Prices: Returns data about a specific product's prices.

CRMs

• Keep multiple sales tools in sync to keep sales data up to date regardless on what system users are updating them in.
• Automate tasks for your sales team to keep deals moving.
• Automatically fill in company data on your deals using external data.