Repsly

Repsly Help & Support

What Repsly Triggers and Actions are Supported?

Supported Triggers#

  • New Client With Details - Triggers when a new client is created.
  • New Form With Details - Triggers when a new form is created.
  • New Visit End - Triggers when a visit ends. Available only when the visit was explicitly ended on the mobile device.
  • New Workday Start - Triggers when representative starts a new workday.
  • New Workday End - Triggers when representative ends a workday.
  • New Audit With Items - Triggers when a new audit is created. Returns audit items with full headers.
  • New Order With Items - Triggers when a new order is created. Returns order items with full headers.
  • New Client Status Change - Triggers when a client status is updated.
  • New Missed Schedule - Triggers when a new schedule is missed.
  • New Visit Start - Triggers when a new visit is created.
  • New Schedule - Triggers when a new schedule is created.

Supported Actions#

  • Create Product - Creates a new product.
  • Create Client - Creates a new client.

How to Get Started with Repsly on Zapier

To get started with Repsly, first click to add a Repsly account to Zapier to be used in your zap.

Connect your Repsly account to Zapier

Next, you'll be asked for your Repsly API username and password. You can find your API username and password on Repsly settings page under API Settings.

Finding your Repsly API username and password

Once you've entered your API username and password and clicked continue, we'll test your account to make sure the connection works. If it does, you're all set!

Repsly Account Test

Common Problems with Repsly on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

Repsly is a field activity management software which simplifies field work. See what your field reps see in real-time and gain control of your field team.

Getting Started with Zapier

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