Connect Aplos and Repsly

Both apps 35Aplos 16Repsly 19

• Trigger
  New contact

  Triggers when a new contact (a donor, individual or company) is added in Aplos.

• Trigger
  New contribution

  Triggers when a new contribution (a donation batch) is recorded in Aplos. Use Get contribution with its ID to read the donors, purposes and amounts.

• Trigger
  New or updated contact

  Triggers when a contact (a donor, individual or company) is added or changed in Aplos.

• Action
  Add contribution

  Records a contribution (donation record) in Aplos, with one or more lines each crediting a contact and a purpose.

• Action
  Add payable

  Creates an accounts payable bill in Aplos, split across one or more expense lines by account and fund.

• Action
  Add transaction

  Creates an accounting transaction (journal entry) in Aplos. The transaction lines must balance by amount and fund.

• Action
  Find contacts

  Returns the contacts that match the specified name, email, type or last-updated time.

• Action
  Find contributions

  Returns contributions (donation records) that match the specified contact, name and date criteria.

• Action
  Find transactions

  Returns accounting transactions that match the criteria you supply (contact, fund, account, amount, date range, memo, note, tags, reconciled status).

• Action
  Get contact

  Retrieve a single Aplos contact (individual or company) by its ID, including emails, phones and addresses.

• Action
  Get contribution

  Retrieve a single Aplos contribution record by its ID.

• Action
  Get payable

  Retrieves a single payable (bill) by its id.

• Action
  Get transaction

  Retrieves a single accounting transaction, including its lines (account, fund, amount) and contact.

• Action
  List accounts

  Lists the accounts in the organization's chart of accounts, optionally filtered by enabled status, name or account type.

• Action
  List funds

  Lists the funds in the Aplos organization, optionally narrowed by name or fund balance account number.

• Action
  List purposes

  Lists the donation purposes in the Aplos organization, optionally filtered by name or enabled status.

• Trigger
  New Audit With Items

  Triggers when a new retail audit is submitted in Repsly, returning the audit with its client, representative and audited items.

• Trigger
  New client note

  Triggers when a representative adds a new note to a client in Repsly.

• Trigger
  New Client With Details

  Triggers when a new client is added in Repsly, returning the client's code, name, address, contact details, territory and assigned representative.

• Trigger
  New Form With Details

  Triggers when a representative submits a new form in Repsly, returning the form with its client, representative and answers.

• Trigger
  New Order

  Triggers when a new order or other sales document is created in Repsly, returning the document with its client, representative, status and line items.

• Trigger
  New photo

  Triggers when a new photo is taken in Repsly, returning the photo URL, note, client and representative.

• Trigger
  New Visit Start

  Triggers when a representative starts a new client visit in Repsly, returning the visit's client, representative, start time and location.

• Trigger
  New Workday Start

  Triggers when a representative starts a new workday in Repsly, returning the workday's start time, mileage and representative.

• Action
  Add account

  Creates or updates a place account in Repsly by its unique code.

• Action
  Add pricelist

  Adds a product with its price to an existing Repsly pricelist (or updates it), via an asynchronous import job.

• Action
  Add schedule

  Creates or updates a visit schedule in Repsly for a client and representative.

• Action
  Add user

  Creates a user in Repsly, or updates the existing user with the same code.

• Action
  Create Client

  Creates a client in Repsly, or updates it when the code already exists. Repsly processes the import in the background and returns the import job ID.

• Action
  Create Product

  Creates a product in Repsly, or updates it when the code already exists. Repsly processes the import in the background and returns the import job ID.

• Action
  Get client

  Returns a single client (place) from Repsly by its client code, including address, contact, territory, representatives and custom attributes.

• Action
  Get import job status

  Returns the status of a Repsly import job, including counts of inserted, updated and invalid rows plus any warnings and errors.

• Action
  List pricelists

  Returns all pricelists in your Repsly account, with their name, default flag and active status.

• Action
  List products

  Returns the products in your Repsly account, with their codes, names, prices, barcodes, packaging and custom attributes.

• Action
  Update sales document status

  Changes the status of a Repsly sales document, such as a purchase order, to another valid status for its document type.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.