Connect EspoCRM and Repsly

Both apps 38EspoCRM 19Repsly 19

• Trigger
  New contact

  Triggers when a new contact is created in EspoCRM.

• Trigger
  New Lead

  Triggers when a new lead is created in EspoCRM.

• Trigger
  New opportunity

  Triggers when a new opportunity is created in EspoCRM.

• Action
  Add account

  Creates a new account (company) in EspoCRM and returns its attributes.

• Action
  Add case

  Creates a new case (support ticket) in EspoCRM.

• Action
  Add contact

  Creates a new contact in EspoCRM.

• Action
  Add opportunity

  Creates a new opportunity (deal) in EspoCRM and returns the created record.

• Action
  Add task

  Creates a task in EspoCRM, optionally linked to an account, contact, lead, opportunity or case.

• Action
  Create Lead

  Creates a new lead in EspoCRM and returns the created lead record.

• Action
  Find accounts

  Finds EspoCRM accounts whose name matches the text you supply.

• Action
  Find contacts

  Finds contacts whose email address (or another chosen attribute) matches the value you supply, returning every matching contact.

• Action
  Find Lead

  Finds leads in EspoCRM matching a value on a chosen attribute (email address by default).

• Action
  Get contact

  Returns a single EspoCRM contact by its ID, with all its attributes including custom fields.

• Action
  Get Lead

  Returns a single EspoCRM lead by its ID, with all of its fields.

• Action
  Get Task

  Returns one task by its ID, with its subject, status, dates, parent record and assignee.

• Action
  Update account

  Updates an existing account (company) in EspoCRM. Only the fields you fill in are changed.

• Action
  Update contact

  Updates an existing contact in EspoCRM, changing only the fields you fill in.

• Action
  Update Lead

  Updates an existing lead in EspoCRM, changing only the fields you fill in, and returns the updated lead.

• Action
  Update opportunity

  Updates an existing opportunity in EspoCRM, changing only the fields you fill in.

• 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.