Connect Repsly to Trainual

Both apps 39Repsly 19Trainual 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 group

  Creates a new group (role, team, department or location) in Trainual, optionally with its members, managers and assigned subjects.

• Action
  Archive User

  Archives (deactivates) a Trainual user so they can no longer access the account.

• Action
  Assign Roles

  Assigns a user to a role in Trainual, keeping the role's existing members.

• Action
  Assign Subjects

  Assigns a Trainual subject to a user, optionally with a due date and completion requirement.

• Action
  Find content

  Searches published Trainual content (subjects, documents, pages, tests, flowcharts, videos, files, checklists and courses) by keyword and returns the best matches.

• Action
  Get subject

  Returns a single Trainual subject by its id, optionally with its owner and content items.

• Action
  Get user

  Returns a single non-archived Trainual user, optionally with the groups they belong to.

• Action
  Invite New User

  Creates a user in your Trainual account and sends (or schedules) their invitation.

• Action
  List assignments

  Returns the training assignments in your Trainual account, optionally limited to one user or one piece of content.

• Action
  List completions

  Returns training completion records in the Trainual account, optionally filtered by user, content, or completion status.

• Action
  List groups

  Returns the groups (roles, teams, departments, locations) in your Trainual account, optionally filtered by kind or by a user's membership.

• Action
  List responsibilities

  Returns the responsibilities in your Trainual account, optionally limited to those assigned to a user or group.

• Action
  List subjects

  Returns the subjects in your Trainual account, optionally with their owners and content items.

• Action
  List users

  Returns the non-archived users in your Trainual account.

• Action
  Send Webhook Test Event

  Asks Trainual to send a test event to a webhook subscription.

• Action
  Unarchive User

  Restores an archived Trainual user to the account and returns the updated user. Other profile details can be changed in the same step.

• Action
  Unassign Roles

  Removes a user from a Trainual role, keeping the role's other members.

• Action
  Unassigns Subjects

  Removes a subject assignment, unassigning that subject from the user it was assigned to.

• Action
  Update group

  Updates a Trainual group's name, description and kind, and optionally replaces its members, managers and assigned subjects.

• Action
  Update user

  Updates an existing Trainual user's profile details, permission and manager, and can archive or restore the user. Returns the updated user.

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