Connect Repsly and Valuecase

Both apps 36Repsly 19Valuecase 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 Form Completed

  Triggers when a form in a Space is completed.

• Trigger
  New Space Created

  Triggers when a new Space is created.

• Action
  Add External ID to Space

  Links a Space to a record in another system by attaching an external ID.

• Action
  Archive Space

  Archives a Space, or restores an archived Space to active.

• Action
  Create or Update Form Submission

  Answers a question on a form, saving it as a draft or completing the submission.

• Action
  Create Space

  Creates a new Space from a template, personalized for a customer company and contact.

• Action
  Delete Space

  Deletes a Space.

• Action
  Get Space by Slug

  Finds a Space by its URL slug.

• Action
  List Form Submissions

  Returns the submissions of a form.

• Action
  List Spaces

  Returns Spaces, optionally filtered by company/Space name and active or archived state.

• Action
  Remove External ID from Space

  Removes an external record ID link from a Space.

• Action
  Return All Custom Properties of Space

  Returns all custom properties set on a Space.

• Action
  Return All Forms for Space

  Returns all forms in a Space, completed or not.

• Action
  Return External IDs by Space ID

  Returns the external record IDs linked to a Space.

• Action
  Return Spaces by External ID

  Returns Spaces linked to a record in another system by its external ID.

• Action
  Update Space

  Changes a Space's owner and whether participants may share it or download files.

• Action
  Update Space Custom Property

  Sets the value of a custom property on a Space.

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