Connect Repsly and Vaiz

Both apps 35Repsly 19Vaiz 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.

• Trigger
  New Task

  Triggers when a new task is created in Vaiz, optionally limited to one board or project.

• Trigger
  Task Completed

  Triggers when a task is marked completed, optionally limited to a board, project, assignees, parent task or milestones.

• Trigger
  Task Group Changed

  Triggers when a task moves to a different group (column) on its board.

• Action
  Add comment

  Posts a comment on a Vaiz task or document, optionally as a reply to another comment and with attached files.

• Action
  Create Task

  Creates a new task on a Vaiz board, with optional group, project, priority, assignees, dates, dependencies and custom field values.

• Action
  Delete comment

  Deletes a comment from a Vaiz task or document.

• Action
  Edit Task

  Updates an existing Vaiz task. Only the fields you fill in are changed.

• Action
  Get milestone

  Returns a single Vaiz milestone by its ID.

• Action
  Get project

  Returns a single Vaiz project by its ID, including its name, description, team, color and dates.

• Action
  Get task

  Returns a Vaiz task by its human-readable ID or database ID, including its custom field values.

• Action
  List milestones

  Returns all milestones in the connected Vaiz space, with their dates, task counts and status.

• Action
  List projects

  Returns all projects in the connected Vaiz space.

• Action
  List tasks

  Returns up to 50 tasks in the space, optionally filtered by board, project, assignees, parent task, milestones, completion or archived status.

• Action
  Move task

  Moves a task to another group (column) on its board, optionally at a given position.

• Action
  Update comment

  Edits the text of an existing comment and adds, reorders or removes its attached files.

• Action
  Update milestone

  Updates an existing milestone's name, description, dates, tags or color.

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