Connect Redbooth and Repsly

Both apps 43Redbooth 24Repsly 19

• Trigger
  New comment

  Triggered when a new comment is added to a task or conversation.

• Trigger
  New List

  Fires once for each new task list the connected user can access, newest first.

• Trigger
  New project

  Triggered when a new project is created

• Trigger
  New Task

  Fires once for each new task created in Redbooth, optionally limited to an organization, project, task list, creator or assignee.

• Trigger
  New Workspace

  Triggered when a new workspace (organization) is created.

• Action
  Add conversation

  Create a new conversation.

• Action
  Add note

  Creates a new note in a Redbooth project.

• Action
  Add project

  Creates a new project in a Redbooth organization.

• Action
  Add tag

  Create a new tag.

• Action
  Create Comment

  Creates a new comment.

• Action
  Create Subtask

  Creates a new subtask.

• Action
  Create Task

  Creates a new task.

• Action
  Create Task List

  Creates a new task list.

• Action
  Create Workspace

  Creates a new Redbooth workspace (organization).

• Action
  Delete task

  Deletes a Redbooth task by its id.

• Action
  Find projects by criteria

  Returns up to 1000 projects that match the specified organization, member user and archived criteria.

• Action
  Find Record

  Searches your Redbooth account for tasks, conversations, notes and files whose text matches the search words.

• Action
  Find Task

  Returns tasks whose text matches the search, optionally limited to one project.

• Action
  Get Note

  Returns one note with its title, content and project.

• Action
  Get Tag

  Returns one tag with its name, color and organization.

• Action
  Get task

  Retrieve a single Redbooth task by its id.

• Action
  Get Task List

  Returns one task list with its name, project and archived state.

• Action
  Update project

  Updates an existing Redbooth project's name, organization, visibility, time tracking, weekend-day and public-notes settings.

• Action
  Update task

  Updates an existing task by ID

• 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.