Connect COR and Repsly

Both apps 56COR 37Repsly 19

• Trigger
  Create Brand

  Triggers when a new brand is created in COR.

• Trigger
  Create Client

  Triggers when a new client is created in COR.

• Trigger
  Create Hour

  Triggers when a new time entry is logged in COR.

• Trigger
  Create Invoice

  Triggers when a new transaction is recorded in COR. COR has no separate invoice record, so this watches all transactions, invoices included; use the type field to tell them apart.

• Trigger
  Create Product

  Triggers when a new product is created in COR.

• Trigger
  Create Project

  Triggers when a new project is created in COR.

• Trigger
  Create Task

  Triggers when a new task is created in COR. Returns the new task's details.

• Trigger
  Create User

  Triggers when a new user is created in COR.

• Trigger
  Updated Client

  Triggers when an existing client is changed in COR.

• Trigger
  Updated Project

  Triggers when an existing project is updated in COR.

• Trigger
  Updated Task

  Triggers when a task is changed, such as a new title, status, priority or deadline. Also fires when a new task appears.

• Trigger
  Updated User

  Triggers when a user in COR is created or changed, such as their name, email, role, position or labels.

• Action
  Add brand

  Creates a new brand under a client in COR.

• Action
  Add team

  Creates a new team in COR with a name and, optionally, a description and workspace. Returns the team that was created.

• Action
  Create Client

  Creates a new client in COR with its company details and primary contact, and returns the new client's id.

• Action
  Create Fee

  Creates a fee for a client in COR, with its name, estimate and work order, and optional details such as dates, status and currency. Returns the new fee.

• Action
  Create Hour

  Logs a time entry against a task in COR and returns the new entry's id.

• Action
  Create Invoice

  Creates an invoice (a COR transaction) for the given date, total and currency, optionally linked to a client, and returns the new transaction.

• Action
  Create Project

  Creates a new project for a client in COR and returns the created project.

• Action
  Create Task

  Creates a new task in COR, optionally within a project, and returns the created task.

• Action
  Delete Project

  Deletes a project in COR by its ID.

• Action
  Delete task

  Deletes a task in COR by its ID.

• Action
  Find clients by name

  Returns the clients whose name matches the specified name.

• Action
  Find projects by name

  Returns the COR projects whose name matches the name you search for, including each project's client, project manager, status and budget details.

• Action
  Get client

  Returns a single COR client by its id, including its business name, contact details, website and description.

• Action
  Get project

  Returns a single COR project by its id, including its client, project manager, dates, status, budget figures and assigned labels. An error occurs if the project is not found.

• Action
  Get task

  Returns a single COR task by its id, including its title, project, deadline, status and priority.

• Action
  List clients

  Returns all clients in the COR account, optionally narrowed by filter criteria.

• Action
  List fees

  Returns the fees in the COR account, including each fee's name, estimate, status and dates.

• Action
  List hours

  Returns the time entries logged in the COR account, optionally narrowed by date range, client, project, user, label or team, and sorted as you choose.

• Action
  List products

  Returns all products in the COR account, each with its name, client and brand.

• Action
  List projects

  Returns the company's projects, optionally narrowed by client, team, user, brand, product, dates, status, health or archived state.

• Action
  List tasks

  Returns the tasks in your COR account, optionally narrowed by project, project manager, status and other criteria, and sorted the way you choose.

• Action
  List teams

  Returns the teams in the COR workspace, including each team's name and description.

• Action
  Update Client

  Updates an existing client's name, business details and contact information, and returns the updated client.

• Action
  Update Project

  Updates an existing project in COR, changing only the fields you fill in, and returns the updated project.

• Action
  Update Task

  Updates an existing task by its id, changing its title, project, description, deadline, status, priority or archived state, and returns the updated task.

• 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.