Exelement SyncCloud

Leads

• Delete Lead: Delete a Lead.
• Create Lead: Create a New Lead.
• Get Lead: Get a Lead.
• Filtered Search for Leads by Date Range: You can use filtered search to find records that are an exact match to the search query within the given date range.
• List All Leads by View ID: Get a List of All Leads by View ID.
• Update Lead: Update a Lead.
• Filtered Search for Leads: You can use filtered search to find records that are an exact match to the search query.
• List Lead Filters: Get a List of All Lead Filters.

Contacts

• Update Contact: Update a Contact.
• List All Contacts: Get a List of All Contacts
• Delete Contact: Delete a Contact.
• List Contact Filters: Get a List of All Contact Filters.
• Filtered Search for Contacts: You can use filtered search to find records that are an exact match to the search query.
• Filtered Search for Contacts by Date Range: You can use filtered search to find records that are an exact match to the search query within the given date range.
• Create Contact: Create a New Contact.
• List Updated Contacts: Get a List of All Contacts Created or Updated since last run.
• List Updated Contacts by View ID: Get a List of All Contacts Created or Updated since last run - filtered by View ID.
• Get Contact: Get a Contact.
• List All Contacts by View ID: Get a List of All Contacts by View ID.

Accounts

• Delete Account: Delete an Account.
• Filtered Search for Accounts by Date Range: You can use filtered search to find records that are an exact match to the search query within the given date range.
• List Account Filters: Get a List of All Account Filters.
• Update Account: Update an Account.
• List All Accounts by View ID: Get a List of All Accounts by View ID (retrieve View ID from Account Filters).
• Get Account: Get an Account.
• Filtered Search for Accounts: You can use filtered search to find records that are an exact match to the search query.
• Create Account: Create an Account.

Appointments

• List Appointments: Get a list of filtered appointments i.e get your past and upcoming appointments.

Sales

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

Subscriptions

• Update Subscription: Update a single subscription.
• List Subscriptions By Customer: Gets a list of all the subscriptions for a customer.
• Update On-Hold Subscription: To update a subscription's resume date, use this method to change or update the automatically_resume_at date.
• List New Subscriptions: Gets a list of all the subscriptions.
• Create Usage For Subscription: Allows you to record an instance of metered usage for a subscription. The quantity from usage for each component is accumulated to the unit_balance on the component line item for the subscription.
• Get Subscription Component Allocations: Gets details of a subscription's specific components allocations.
• Update Subscriptions Billing Date: Update a single subscriptions next billing date.
• List Updated Subscriptions By Customer: Gets a list of all the subscriptions for a customer updated since last run.
• List Subscriptions Components: Gets a list of all components for a susbscription.
• Get Metadata For Subscription: Gets details of a specific subscriptions custom field entries.
• List Subscriptions: Gets a list of all the subscriptions.
• List Updated Subscriptions: Gets a list of all the subscriptions.
• Get Subscription: Gets details of a specific subscription.
• Delete Subscription: Delete a single subscription.
• Create Subscription: Create a subscription. Depending on the fields set will determine the type of subscription created, see https://reference.chargify.com/v1/subscriptions/subscription-request-examples
• Pause Subscription: This will place the subscription in the on_hold state and it will not renew.
• List New Subscriptions By Customer: Gets a list of customers subscriptions created since last run.
• Update Subscription Metadata: Update a single subscription.
• Get Subscription Component: Gets details of a subscription's specific component.
• Create Subscription Metadata: Create metadata for a single subscription.
• Get Subscription by Reference: Lookup Subscription by Reference.

MRR

• Get MRR: Returns your site's current MRR, including plan and usage breakouts.
• Get MRR Movements: This endpoint returns your site's MRR movements. Results can be scoped to a single subscription by providing a subscription_id query param.

Custom Fields

• Update Custom Field: Update a specific subscription or customer custom field.

Prepaid Usage

• Create Prepaid Usage Allocation: Creates a prepaid usage allocation.
• Create Prepaid Usage: Creates an instance of prepaid usage for a subscription.
• Update Allocation's Expiration Date: Updates a prepaid usage allocation's expiration date.
• Create Prepaid Usage Component: Creates a prepaid usage component under the specified product family.
• Create Prepaid Usage Price Point: Creates a price point for a prepaid usage component.
• Delete Prepaid Usage Allocation: Deletes a prepaid usage allocation.
• List Prepaid Usage: Retrieves a list of the usages associated with a subscription for a particular prepaid usage component.

Products

• List Products: Gets a list of all products.
• Identify Product: Returns first product found when given a collection of handles.
• List New Products: Gets a list of all products created after the last run time.
• Get Product: Gets the details of a specified product.
• Update Product: Updates a product.
• Create Product: Creates a new product record.
• List Products in Family: Gets a list of all products within a product family.
• Delete Product Family: Deletes a product family.
• Delete Product: Deletes a product.
• Get Product By Handle: Gets a product by handle.

Invoices

• List Invoices: Gets a list of all invoices.
• Get Invoice: Get a single invoice record.
• Get New Invoices: Gets a list of all invoices created after the last run time.
• Create Invoice Payment: Record an external payment against a specific invoice.
• List Invoice Payments: Gets a list of all payments for an invoice.
• Read New Invoice Events: Retrieves a list of invoice events since the last time this action was executed.

Credit Notes

• Get Credit Note: Get a single credit note.

Components

• Find Component By Handle: This request will return information regarding a component having the handle you provide. You can identify your components with a handle so you don't have to save or reference the IDs generated.
• Create Component (Quantity Based): Create a quantity based component within a product family.
• Create Component (On Off): Create an 'on off' component within a product family.
• Identify Components: Returns only components when given a collection of handles.
• List Components By Product Family: Gets a list of all components for a product family.
• Create Price Point: Create a new price point.
• Create Component (Metered): Create a metered component within a product family.
• Create Multiple Allocations: Creates multiple allocations, setting the current allocated quantity for each of the components and recording a memo.
• Get New Components By Product Family: Gets a list of all components for a product family created after the last run time.
• Update Component Quantity: Creates a new allocation for the subscription, setting a new currently allocated quantity and recording a memo.
• Create Allocation For On/Off Component: This request will return information regarding a component having the handle you provide. You can identify your components with a handle so you don't have to save or reference the IDs generated.

Component Price Points

• Create Currency Prices (Component): Create currency prices for a given currency that has been defined on the site level in your settings.
• Update Price Point: Updates an existing price point's prices.
• Get Component Price Point Currency Prices: Gets the currency prices for a price point of a given component.
• Update Currency Prices (Component): Update currency prices for a given currency that has been defined on the site level in your settings.
• Get Component Price Points: Gets the price points of a given component.

Customers

• Get New Customers: Gets a list of customers created since last run.
• Delete Customer: Deletes a customer.
• Update Customer: Makes updates to a customer record.
• Create Customer: Creates a new customer record.
• Get Customer: Gets details of a specific customer.
• List Customers: Gets a list of all customers.
• Check Customer Exists: Checks customer exists and returns the first customer record found.
• Get Updated Customers: Gets a list of customers updated since last run.
• Find Customers: Gets a list of customers matching a value.This can be a complete or partial email address, an ID, etc.
• Get Customer by Reference: Lookup Customer by Reference.

Product Families

• Update Product Family: Update a product family.
• Create Product Family: Creates a new product family.
• Get Product Family: Gets details of a specific product family.
• List Product Families: Gets a list of all product families.

Product Price Points

• Update Product Price Point: Update the price points of a given product.
• Create Currency Prices (Product): Create currency prices for a given currency that has been defined on the site level in your settings.
• Create Product Price Point: Create a price point for a given product.
• Get Product Price Points: Gets the price points of a given product.
• Update Currency Prices (Product): Update the prices of currency prices for a given currency that exists on the product price point.

Notifications

• Customer Created: Customer Created Event received when subscribed to in chargify.
• Subscription Changed: Subscriptions Event received when subscribed to in chargify.
• New Subscription: Subscription Created Event received when subscribed to in chargify.
• Renewal Success: Renewal Success Event received when subscribed to in chargify.
• Statement Settled: Event received when Statement Settled in Chargify.
• Signup Success: Signup Success Event received when subscribed to in chargify.

Management Links

• Get Management Link: Read a management link.

Events

• List Site Events: Gets a list of events for a site. Use filters to narrow down results. You may use the key filter to narrow down results..
• List Subscriptions Events: Gets a list of events for a subscription.
• List New Subscriptions Events: Gets a list of new events for a subscription since last run
• List New Site Events: Gets a list of events for a site since last run. Use filters to narrow down results. You may use the key filter to narrow down results..
• Get Count of Site Events: Gets a count of the entire events for a given site.

Customer Custom Fields

• List Customers Custom Fields: Gets details of a specific customers custom field entries.

Accounting

• Generate receipts in accouting for new payment charges
• Generate receipts in accouting for new billing/payment charges