Connect Repsly to InfoLobby

Both apps 33Repsly 19InfoLobby 14

• 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 File

  Uploads a file (base64 content) and appends it to a file field on an InfoLobby record. Existing attachments on the field are kept.

• Action
  Add Table

  Create a new table in a space.

• Action
  Add Task

  Creates a task attached to a record in an InfoLobby table.

• Action
  Create Comment

  Posts a comment on an InfoLobby record, optionally with file attachments and without notifying the record's followers.

• Action
  Create Record

  Creates a new record in an InfoLobby table.

• Action
  Delete a Record

  Deletes a record from an InfoLobby table.

• Action
  Delete File

  Removes one attachment from a file field on a record. Other attachments on the field and on other file fields are untouched.

• Action
  Filter Table Records

  Returns the records in an InfoLobby table that match the given filters, search term or saved view.

• Action
  Get Record

  Fetches a record by ID from an InfoLobby table. An error occurs if the record is not found.

• Action
  Get Table

  Returns a table's metadata and its field definitions (schema).

• Action
  List Spaces

  Lists every workspace (space) the connected API key has access to.

• Action
  List Tables

  Returns all tables in an InfoLobby workspace (space).

• Action
  Query Table Records

  Query and filter the records of an InfoLobby table, returning one page of up to 100 matching rows.

• Action
  Update a Record

  Updates an existing record in an InfoLobby table by ID. Only the fields you supply are changed.

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