Connect Repsly and TriNet

Both apps 36Repsly 19TriNet 17

• 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.

• Trigger
  New employee approved

  Triggered when a new employee is added. Lists employees from TriNet filtered by employment status.

• Action
  Create job reclassification (Doctor Evidence)

  Update system with Employee's compensation rate.

• Action
  Get department id by name

  Returns the department's id for the specified department name.

• Action
  Get emergency contact name by employee id

  Get the person name for an emergency contact of the employee by employee id.

• Action
  Search Job code by name

  Search job code by job name.

• Action
  Search location id by name

  Search location id by name of the company's location.

• Action
  Search supervisor id by name

  Search supervisor id by name.

• Action
  TriNet Add Company Department

  Add information about a company department in TriNet.

• Action
  TriNet Add Company Location

  Add information about a company location in TriNet.

• Action
  TriNet Add Employee

  Add a new employee to TriNet.

• Action
  TriNet Create Emergency Contact

  Create an emergency contact for an employee in TriNet.

• Action
  TriNet Get All Employees

  Retrieve details for all employees in the company.

• Action
  TriNet Get Employee Details

  Retrieve detailed information for a single employee by employee id.

• Action
  TriNet Get Employee Pay Info

  Retrieve pay information for an employee.

• Action
  TriNet Get Employee Roles

  Retrieve role information for an employee.

• Action
  TriNet Update Employee Name

  Update an employee's name details in TriNet.

• Action
  TriNet Update Personal Identification

  Update an employee's personal identification details in TriNet.

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