Exelement SyncCloud

List Memberships

• Retrieve Memberships: Lists all list memberships.
• Update Membership By ID: Updates the details of a list membership, specified by List Membership ID.
• Get Membership By ID: Retrieves a list membership, specified by List Membership ID.
• Update Membership By Prospect: Updates the details of a list membership, specified by List ID and Prospect ID.
• Get Membership By Prospect: Retrieves a list membership, specified by List ID and Prospect ID.
• Create Membership: Creates a new list membership.

Lists

• Retrieve Lists: Lists all lists.
• Get List: Gets a list, specified by List ID.
• Create List: Creates a new list.
• Update List: Updates an existing list, specified by List ID.

Prospects

• Get Prospect By Email: Retrieves a prospect, specified by email address.
• Create Prospect: Creates a new prospect.
• Get Prospect By ID: Retrieves a prospect, specified by Prospect ID.
• Retrieve Prospects: Lists all prospects.
• Update Prospect: Updates an existing prospect, specified by Prospect ID.

Sales

• Add or update marketing contacts with new social media ad leads
• Create new sales leads from new marketing subscribers

Plans

• List Plans: List all manually-added plans.
• Get Plan: Retrieve a single manually-added plan by ID
• Create Plan: Create a new, manually-added plan. You may create a new plan using this endpoint. Alternatively, if you create a manually-added subscription and place that subscription on a plan that has never been referenced before, that plan will automatically be created. If you try to create a plan that already exists, this endpoint will return an error.
• Update Plan: Retrieve a single manually-added plan by ID

Users

• Delete User: Completely delete a user and his subscription history.
• Get User's Subscription History: Get the history of subscription updates you've made to a user.
• Update User: Update a User's email address.

Subscriptions

• Update Subscription: Upgrade/downgrade an existing subscription.
• Churn Subscription: Churn a subscription.
• Create Subscription: Create a new subscription. Can be for a new user, or a user who already has another subscription.
• Un-churn Subscription: Remove the churn event associated with a subscription. This rewrites history for the subscription, making it appear as thought the subscription never churned to begin with. You may do this for a subscription that has already churned, or that is set to churn in the future.

Metrics

• List Plan IDs: Retrieve your company's active plan IDs, sorted by MRR. Will only return plan IDs for which there are currently active customers, and will return at most 150.
• Get Daily Metrics: Retrieve financial metrics broken down by day for either the current month or the last. Optionally scope to an individual metric and/or plan. See https://profitwellapiv2.docs.apiary.io/#reference/metrics/daily-metrics/get-daily-metrics for metrics to filter by.
• Get Monthly Metrics: Retrieve all monthly financial metrics for your company. Optionally scope to an individual metric and/or plan.See https://profitwellapiv2.docs.apiary.io/#reference/metrics/monthly-metrics/get-monthly-metrics for metrics to filter by.
• Exclude Customer from Metrics: Exclude user's data from the calculation of all metrics.

Company

• Get Company Account Settings: Get your company's ProfitWell account settings. These include your company ID, name, timezone, and the currency in which your metrics are displayed.

Maintenance

• Get API Status: This endpoint returns a status code of 200 if the API is operational and if you've properly authenticated. If you haven't authenticated properly, the endpoint returns a status code of 401.

Customer Experience

• When a sales lead reaches a certain point in the pipeline generate a customer experience invitation