Connect Repsly to Zixflow

Both apps 39Repsly 19Zixflow 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 collection record

  Create a record in a collection. Docs: docs.zixflow.com/api-reference/records/create

• Action
  Create Activity

  Create activity/task in the system.

• Action
  Create List Entry

  Create list entry in the system

• Action
  Delete Activity

  Delete activity/task in the system.

• Action
  Delete Collection Record

  Delete specific collection record within the system.

• Action
  Delete List Entry

  Delete specific list entry within the system. It will not delete collection record.

• Action
  Find activities

  List/query activities and tasks.

• Action
  Find collection records

  List/query records of a collection with filters and sorting.

• Action
  Find list entries

  List/query entries of a list. Docs: docs.zixflow.com/api-reference/list-entries/get

• Action
  Find or Create Collection Record

  Create collection record or locate existing record within the system, eliminating duplicates if present.

• Action
  Get activity

  Get an activity by ID. Docs: docs.zixflow.com/api-reference/activity-list/get-by-id

• Action
  Get collection

  Get a collection by ID.

• Action
  Get collection record

  Get one collection record by ID. Docs: docs.zixflow.com/api-reference/records/get-by-id

• Action
  Get list entry

  Get one list entry by ID. Docs: docs.zixflow.com/api-reference/list-entries/get-by-id

• Action
  List attributes

  List attributes of a collection or list. Docs: docs.zixflow.com/api-reference/attributes/get-list-of-attributes

• Action
  List collections

  List system and custom collections.

• Action
  List lists

  List all lists. Docs: docs.zixflow.com/api-reference/list/get-list-of-lists

• Action
  List workspace members

  List workspace members.

• Action
  Update Activity

  Update activity/task in the system.

• Action
  Update Collection Record

  Designed to seamlessly update individual collection record data within the system.

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