Connect Repsly to Connectif

Both apps 41Repsly 19Connectif 22

• 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.

• Action
  Add contact field

  Creates a new custom contact field in the Connectif store and returns the created field.

• Action
  Add custom event

  Records a custom event against a contact in Connectif, using the fields defined on the chosen custom event type. Returns the new activity id and the contact it was recorded on.

• Action
  Add export

  Starts a bulk export of contacts or activities from the Connectif store and returns the id of the new export.

• Action
  Add import

  Starts a bulk import of contacts, products or coupons into Connectif from a CSV file, and returns the new import with its status.

• Action
  Add purchase

  Creates a purchase for an existing contact in Connectif, with the products bought, totals and purchase date. Returns the created purchase.

• Action
  Create or Modify a Contact

  Creates a contact with the given email address, or updates that contact if it already exists, and returns the contact's details.

• Action
  Delete contact

  Deletes a contact from your Connectif store, identified by their email address.

• Action
  Delete product

  Deletes a product from Connectif using the identifier your store assigned to it.

• Action
  Delete purchase

  Deletes a purchase from Connectif using the purchase identifier your store sent when the purchase was created.

• Action
  Get contact

  Returns a Connectif contact by email address, including system fields and the account's custom contact fields.

• Action
  Get export

  Returns an export's details, including its status, progress and, once it has finished, a link to download the file.

• Action
  Get import

  Returns one import by its identifier, including its status, counts of succeeded and failed elements, options and error report link.

• Action
  Get product

  Returns a product from your Connectif catalog, looked up by its identifier in your store. An error occurs if the product is not found.

• Action
  Get purchase

  Returns a purchase, including its products, using the identifier your store gave it. An error occurs if the purchase is not found.

• Action
  Get store

  Returns the details of the Connectif store your account is connected to, including its name, alias and organization.

• Action
  Get workflow

  Returns a workflow by its ID, including its name, description, tags, folder, status and activity dates.

• Action
  List contact fields

  Returns the contact fields defined in the store, including each field's type, default value and allowed options. Can be limited to custom fields or built-in fields.

• Action
  List coupon sets

  Returns the coupon sets in the Connectif account, optionally narrowed to those whose name contains the given text.

• Action
  List exports

  Returns the exports in the Connectif account, with each export's type, status, progress and download link.

• Action
  List imports

  Returns the imports in the Connectif account, each with its type, status, record counts, options and dates.

• Action
  List workflows

  Returns the workflows in the Connectif account, optionally narrowed by status or by specific workflows.

• Action
  Update product

  Updates a product in the Connectif catalog by its store identifier, and creates the product if that identifier does not exist yet. Returns the resulting product.

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