Connect Repsly to Scrive

Both apps 29Repsly 19Scrive 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 New Party

  Adds a new party (signer, viewer or approver) to a Scrive document that is still in preparation, and returns the updated document.

• Action
  Cancel document

  Cancels a pending Scrive document so it can no longer be signed, and returns the updated document.

• Action
  Create From PDF

  Creates a new Scrive document in preparation from a PDF file, ready to add parties and start signing.

• Action
  Get document

  Returns a Scrive document's details, including its title, status and parties.

• Action
  Get document main file

  Downloads the main PDF file of a Scrive document (the sealed PDF once the document is signed).

• Action
  List documents

  Returns Scrive documents, optionally filtered (for example by status) and sorted, along with the total number of matching documents.

• Action
  Prolong document

  Extends the signing deadline of a pending or timed-out Scrive document by a number of days and returns the updated document.

• Action
  Remind signatories

  Sends a reminder invitation to every signatory of a pending Scrive document who has not yet signed.

• Action
  Start Signing

  Starts the signing process for a Scrive document in preparation, sending it to its parties according to their delivery methods.

• Action
  Update document

  Updates a Scrive document that is still in preparation, such as its title, parties or signing settings, and returns the updated document.

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