Connect Repsly to When I Work

Both apps 41Repsly 19When I Work 22

• 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 location

  Creates a new schedule (location) in the When I Work account and returns the created schedule.

• Action
  Add position

  Creates a position, such as Dishwasher or Server, in the When I Work account.

• Action
  Add time entry

  Creates a time entry on a user's timesheet in When I Work and returns the new entry.

• Action
  Add time off request

  Creates a time off request for a user, covering a start and end time, with an optional time off type and paid hours.

• Action
  Clock in

  Clocks a user in, starting a time entry for them. Returns the time entry, the user and the punches recorded on it.

• Action
  Clock out

  Clocks a When I Work user out and returns the time entry the clock-out belongs to.

• Action
  Create User

  Creates a new user in the When I Work account and returns the created user, optionally sending them an invitation.

• Action
  Delete shift

  Deletes a shift by its ID, optionally notifying the assigned user and removing later shifts in a repeating series. This cannot be undone.

• Action
  Delete user

  Deletes a user from the When I Work account, optionally deleting their future shifts as well. When I Work allows this to be reversed.

• Action
  Get account

  Returns the When I Work account for the connected login, including its company name, plan status, enabled features and settings. For a parent account, also returns its child accounts.

• Action
  Get shift

  Returns a single shift by its ID, including its breaks and any repeating series it belongs to. An error occurs if the shift is not found.

• Action
  Get user

  Returns a single When I Work user by ID, including their contact details, role, positions, schedules and pay information.

• Action
  List locations

  Returns all the schedules (locations) in the When I Work account, optionally only those not yet confirmed.

• Action
  List positions

  Returns all the positions in the When I Work account, optionally including deleted ones.

• Action
  List shifts

  Returns the shifts in a date range, optionally narrowed to a user or schedule, and optionally including open, unpublished or repeating shifts.

• Action
  List sites

  Returns all the sites in the When I Work account, optionally including deleted sites.

• Action
  List time entries

  Returns the time entries (timesheet records) in a date range, optionally limited to specific users, entries still clocked in, or entries updated since a given time.

• Action
  List time off requests

  Returns the time off requests that fall within a date range, optionally narrowed by user, schedule, status or type.

• Action
  List users

  Returns the users in the When I Work account, optionally narrowed by schedule or by a search on name or email, and optionally including pending or deleted users.

• Action
  Publish shifts

  Publishes a group of shifts so they become visible on the schedule, and returns the shifts that were published. It does not notify the assigned users.

• Action
  Update shift

  Updates an existing shift on the schedule, such as its times, assigned user, position, breaks or notes, and returns the updated shift.

• Action
  Update user

  Updates an existing user's contact details, role, positions, schedules, pay and access settings, and can reactivate a deleted user. Returns the updated user.

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