Connect Repsly to DocsBot AI

Both apps 32Repsly 19DocsBot AI 13

• 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 bot

  Creates a new DocsBot bot in a team, optionally copying sources from an existing bot.

• Action
  Add lead

  Captures or updates a lead for a DocsBot conversation, merging the supplied contact details (email, name, company and so on) into the lead record.

• Action
  Add source

  Creates a new training source (URL, sitemap, document, Q&A and more) on a DocsBot bot.

• Action
  Ask Question (Legacy)

  Asks a DocsBot bot a question using the legacy Chat API and returns the answer, its sources and the updated chat history.

• Action
  Chat Agent Message (Recommended)

  Sends a message to a DocsBot bot in a stateful conversation and returns the agent's answer, sources and conversation history.

• Action
  Create Web Source

  Adds a web-based training source (a page URL, sitemap, RSS feed or YouTube video) to a DocsBot bot and returns the created source.

• Action
  Delete bot

  Permanently deletes a bot from a DocsBot team.

• Action
  Delete lead

  Deletes one captured lead record from a DocsBot bot.

• Action
  Delete source

  Deletes a training source from a DocsBot bot. The source may still appear in chat answers for a few minutes afterwards.

• Action
  Get bot

  Returns one DocsBot bot with its settings, model, status and source counts.

• Action
  List bots

  Returns the bots in a DocsBot team, optionally filtered by text or privacy and sorted.

• Action
  Semantic Search

  Searches a bot's trained content and returns the most relevant source chunks for a natural-language query.

• Action
  Update bot

  Updates the settings of an existing DocsBot bot, such as its name, description, prompt, model, privacy and widget appearance. Only the fields you fill in are changed.

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