Connect Repsly to PDF Generator API

Both apps 35Repsly 19PDF Generator API 16

• 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 form

  Create a new form.

• Action
  Add template

  Creates a new template in the workspace of the connected account. Leave the layout and pages blank to create an empty template you can design later in the editor.

• Action
  Add workspace

  Creates a regular workspace with the identifier you supply.

• Action
  Convert HTML to PDF

  Converts HTML content to a PDF document and returns it base64-encoded.

• Action
  Convert URL to PDF

  Convert a web page URL to a PDF.

• Action
  Delete document

  Delete a stored document from PDF Generator API's Document Storage.

• Action
  Delete template

  Deletes a template from the workspace.

• Action
  Generate document

  Merges a template with your data and returns the generated document as base64 content or a temporary public URL.

• Action
  Generate QR code

  Generate a QR code image asset.

• Action
  Get document

  Returns a document stored in Document Storage: its public URL and file details.

• Action
  Get template

  Returns the configuration of a template: name, tags, draft status, layout, pages and components, data settings and editor preferences.

• Action
  List documents

  Lists documents generated and stored in PDF Generator API (only documents generated with the URL/storage output option). Optionally filter by template and date range.

• Action
  List forms

  Returns the forms available for the organization.

• Action
  List templates

  Retrieve all templates in the workspace.

• Action
  List workspaces

  Returns the workspaces in your PDF Generator API organization.

• Action
  Update template

  Replaces a template's configuration. Layout and pages are replaced as a whole, not merged.

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