Connect Repsly to Gainsight

Both apps 29Repsly 19Gainsight 10

• 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 Activity to Timeline

  Adds an activity (call, email, meeting, note) to a company's Gainsight timeline.

• Action
  Delete Company

  Deletes a Gainsight company by its GSID.

• Action
  Delete custom object record

  Deletes one record from a Gainsight custom object, identified by its GSID.

• Action
  Find Company

  Finds Gainsight companies whose chosen field equals a value.

• Action
  Find custom object records

  Searches a Gainsight custom object for records whose field matches a value and returns the requested fields of each match (up to 5,000).

• Action
  Find User by E-mail

  Finds a Gainsight user by email address and returns their GSID and name.

• Action
  Update Company

  Updates the Gainsight company with the given name and returns its GSID.

• Action
  Update Custom Object Record

  Updates records in a Gainsight custom object that match the given key fields.

• Action
  Update relationship

  Updates an existing Gainsight relationship's name, revenue, stage or status, identified by its GSID.

• Action
  Upsert Person

  Creates a Gainsight person, or updates the existing person with the same email.

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