Podio + Repsly

Podio + Repsly integrations

Add a new Repsly form entry to Podio

Repsly's customizable forms give you complete control over what information your field team collects, and can help you to drive your reps through a process. With Podio integration, Repsly users can make sure their new forms are automatically added as items to Podio's great project management system. Yet another way to show your data, and display your hard work using Repsly.

When this happens...
New Form With DetailsTriggers when a new form is created.
TriggerPolling
automatically do this!
Create ItemTriggers when you add a new item, record or entry to an app (standard or custom).
ActionWrite

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More things you can do with Repsly and Podio

Discover other triggers and actions you can use with Repsly and Podio

- Choose an Audit
  Required
Trigger
Polling
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New Client With Details
Triggers when a new client is created.
Trigger
Polling
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New Order
Triggers when a new order is created.
Trigger
Polling
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New Schedule
Triggers when a new schedule is created.
Trigger
Polling
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New Visit Start
Triggers when a new visit is created.
Trigger
Polling
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New Workday End
Triggers when representative ends a workday.
Trigger
Polling
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- Code
  Required
- Name
  Required
- Active
- Tag
- Territory
- Representative Code
- Representative Name
- Street Address
- Zip
- ZIP Ext.
- City
- State
- Country
- Email
- Phone
- Mobile
- Website
- Contact Name
- Contact Title
- Note
- Status
Action
Write

- Organization
  Required
- Workspace
  Required
Trigger
Polling
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- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
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New Organization
Triggers when you add a new organization.
Trigger
Polling
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- Organization
- Workspace
- Application
Trigger
Polling
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- Organization
  Required
- Workspace
  Required
- Application
  Required
Trigger
Polling
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- Organization
  Required
- Workspace
  Required
- Application
  Required
- File Attachment
Action
Write
- Text
  Required
- Description
- Due_on
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Search Field
  Required
- Search Field Value
  Required
Action
Search

New Client Status Change
Triggers when a client status is updated.
Trigger
Polling
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- Choose a Form
  Required
Trigger
Polling
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New Item in Order
Triggers when a new order item is added to order. Returns order items with full headers.
Trigger
Polling
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New Missed Schedule
Triggers when a new schedule is missed.
Trigger
Polling
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New Visit End
Triggers when a visit ends. Available only when the visit was explicitly ended on the mobile device.
Trigger
Polling
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New Workday Start
Triggers when representative starts a new workday.
Trigger
Polling
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- Code
  Required
- Name
  Required
- Product Group Code
- Product Group Name
- Active
  Required
- Tag
- Unit Price
  Required
- Ean
- Note
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Field
- Action Type
  Required
- Include Image Attachments
Trigger
Instant
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- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
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- Organization
  Required
Trigger
Polling
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- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Polling
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- Attach To
  Required
- File
  Required
- Silent
Action
Write
- Organization
  Required
- Workspace
  Required
- Text
  Required
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Item to be updated
  Required
Action
Write

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

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About Repsly

Repsly's retail execution platform provides data-driven merchandising, field sales, and promotion execution solutions to help CPG brands and merchandisers maximize the impact of their field teams.

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Related categories

CRM (Customer Relationship Management)

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