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

Accounts

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

Opportunities

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

Calls

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

Link Requests

• List Custom Object's Related Records: Retrieves records related to an instance of a custom object, in accordance with the specified Link.
• List Contact's Related Records: Retrieves records related to a contact, in accordance with the specified Link.

Leads

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

Products

• Get Product by Contact: Gets a specified product from SugarCRM.
• List Products: List all products from SugarCRM.
• List Revenue Line Items: List all Revenue Line Items.

Tasks

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

Custom Objects

• Delete Custom Object: Delete a custom object from SugarCRM.
• Create Custom Object: Create a new object in a custom endpoint in SugarCRM.
• Update Custom Object: Update a custom object in SugarCRM.
• Search Custom Objects: Gets custom objects that match the provided filter(s).
• Get New And Updated Custom Objects: Get new and updated custom objects from SugarCRM since the last run time.
• List Custom Objects: Gets all custom objects from the specified endpoint from SugarCRM.
• Get New Custom Objects: Get new custom objects from SugarCRM since the last run time.

Campaigns

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

Contacts

• Get Contact: Gets a specified contact from SugarCRM.
• List Contacts By Opportunity: Lists the specified opportunity's contacts from SugarCRM.
• Update Contact: Update an existing contact in SugarCRM.
• 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.
• List New Contacts: Get new contacts from SugarCRM since the last run time.
• Delete Contact: Deletes a specified contact.
• List Contacts By Account: Lists the specified account's contacts from SugarCRM.
• List Contacts: List all contacts from SugarCRM.
• Get Contact by Email: Gets a specified contact from SugarCRM.
• List Updated Contacts: Gets new and updated contacts from SugarCRM since the last run time.
• List Deleted Contacts: Get deleted contacts from SugarCRM.
• Create Contact: Creates a new contact in SugarCRM.

Sales

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