Connect Repsly to Mailsoftly

Both apps 39Repsly 19Mailsoftly 20

• 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 list

  Creates a new, empty contact list in Mailsoftly with the name you give it and returns the new list's id.

• Action
  Add contact note

  Writes a plain-text note on a Mailsoftly contact, visible to the whole team on the contact record. Optionally backdates the note to when the conversation happened.

• Action
  Add Global Unsubscribe

  Globally unsubscribes an email address from all email campaigns and newsletters in the account, creating the contact if it does not exist yet.

• Action
  Add or update contact

  Creates a new contact in Mailsoftly, or updates the existing contact with the same email address (or the given contact ID).

• Action
  Add Tag to Contact

  Adds a tag to a contact, either an existing tag or one found or created by name.

• Action
  Add to Contact List

  Adds an existing contact to an existing contact list. If the contact is already on the list, it returns an informational message instead of an error.

• Action
  Add to Suppression List

  Adds an email address to your Mailsoftly suppression list so no further mail from the account goes to it, creating a contact for the address if none exists.

• Action
  Create Contact

  Creates a new contact in your Mailsoftly account and returns the saved contact, including its new ID.

• Action
  Create Tag

  Creates a contact tag in Mailsoftly, or returns the existing tag when one with the same name already exists.

• Action
  Delete contact

  Permanently deletes a contact from Mailsoftly, along with its list memberships, tags and activity.

• Action
  Find contacts

  Returns the contacts that exactly match the email address, first name and/or last name you supply.

• Action
  Get contact

  Returns one contact by its id, with all of its details including address, company, subscription dates and custom fields.

• Action
  Get Contact Activity

  Returns one contact's activity timeline, newest first: list and subscription events, campaign emails with their opens and clicks, and teammate notes.

• Action
  Get Contact Subscriptions

  Returns one contact's email subscription state: whether the address is suppressed or globally unsubscribed, and which email types the contact receives.

• Action
  List contact lists

  Returns all contact lists in your Mailsoftly account with their ids, names and contact counts.

• Action
  List Contacts in Contact List

  Returns the contacts that belong to one contact list, with when each was added to the list.

• Action
  List Tags

  Returns every contact tag in the account with its id, name and color.

• Action
  Remove contact from contact list

  Removes a contact from one of your Mailsoftly contact lists. The contact record and its other list memberships are left untouched.

• Action
  Remove Tag to Contact

  Removes one or more tags from a Mailsoftly contact, by tag or by tag name. The tags stay defined on the account for other contacts.

• Action
  Update Contact

  Updates an existing Mailsoftly contact. Only the fields you fill in are changed; everything else on the contact keeps its current value.

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