Connect Repsly to Signatureapi

Both apps 34Repsly 19Signatureapi 15

• 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 ceremony

  Creates a new signing ceremony for a recipient. Any previous active ceremony for that recipient is revoked. Returns the ceremony, including its URL when the recipient is authenticated by email code or by your own application.

• Action
  Add deliverable

  Creates an additional deliverable (signed PDF package) from a completed envelope. The envelope must be completed.

• Action
  Add envelope

  Creates an envelope with documents and recipients and starts the signing process.

• Action
  Add upload

  Uploads a PDF, DOCX or PNG file to SignatureAPI and returns a URL you can use as a document source when creating an envelope. Uploads expire after 24 hours.

• Action
  Cancel envelope

  Cancel an in-progress envelope so remaining recipients can no longer sign.

• Action
  Delete envelope

  Delete an envelope.

• Action
  Get deliverable

  Retrieves a deliverable by its ID, including its status and, once generated, a download link for the signed PDF.

• Action
  Get envelope

  Retrieve a single envelope by id.

• Action
  Get recipient

  Retrieves a recipient's details, including status, ceremony information and completion timestamp.

• Action
  Get upload

  Fetches an uploaded file's record by ID: its format, size, hash and expiry. An error occurs if the upload is not found.

• Action
  List deliverables

  Returns the deliverables (signed PDFs with audit log) of an envelope, earliest first.

• Action
  List envelopes

  Lists envelopes in the account, most recent first, optionally filtered by status or topic.

• Action
  Resend request

  Resends the signing request to a recipient who has not yet completed their ceremony, e.g. as a reminder or after a lost or soft-bounced email.

• Action
  Update envelope

  Update mutable fields (e.g. title, metadata) of an existing envelope.

• Action
  Update recipient

  Replaces a recipient who has not yet completed with a new person. The original recipient is marked replaced and a new recipient is created with the same type, key, routing position and places.

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