QuickBooks Online + Repsly

Add Repsly clients to QuickBooks Online

Collaboration, automation, and simplification. Sound familiar? Those are some of the core principles of Repsly. They also happen to be some of the greatest aspects of QuickBooks online, the #1 online accounting software in the world. Now with Zapier, you can use both in conjunction with one another, without the hassle of importing and exporting contact files.

When this happens...
New Client With Details
Triggers when a new client is created.
TriggerScheduled
automatically do this!
Create Customer
Triggered when you add a new customer.
ActionWrite

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Supported triggers and actions

What does this mean?

- Choose an AuditRequired
Trigger
Scheduled
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New Client With Details
Triggers when a new client is created.
Trigger
Scheduled
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New Order
Triggers when a new order is created.
Trigger
Scheduled
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New Schedule
Triggers when a new schedule is created.
Trigger
Scheduled
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New Visit Start
Triggers when a new visit is created.
Trigger
Scheduled
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New Workday End
Triggers when representative ends a workday.
Trigger
Scheduled
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- CodeRequired
- NameRequired
- 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

New Account
Triggered when you add a new account.
Trigger
Scheduled
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New Customer
Triggered when you add a new customer.
Trigger
Scheduled
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New Expense
Triggers when a new expense is added.
Trigger
Scheduled
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New Invoice
Triggered when you add a new invoice (with line item support).
Trigger
Scheduled
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New Payment
Triggered when a payment is received (with line item support).
Trigger
Scheduled
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New Sales Receipt
Triggered when a new sales receipt is added.
Trigger
Scheduled
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New Vendor
Triggered when a new vendor is added.
Trigger
Scheduled
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- VendorRequired
- Terms
- Transaction Date
- Due Date
- Bill Number
- Department
- Currency
- Global Tax Calculation
- Description
- AmountRequired
- Billable?
- Customer
- Class
- AccountRequired
- Tax Code
- AP Account
- Memo
Action
Write
- CustomerRequired
- Email
- Send Later?
- Billing Address
- Credit Memo Date
- Credit Memo Number
- Class
- AmountRequired
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- Tax
- Class
- Message Displayed On Credit Memo
- Memo
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Sales Tax Rate
- Shipping Cost
Action
Write
- CustomerRequired
- Number
- Line AmountRequired
- Line Description
- Line Item/Product
- Line Item Quantity
- Line Item Tax Code
- Line Item Service Date
- Rate
- Expiration Date
- Message displayed on estimate
- Billing Address
- Shipping Address
- Shipping amount
- Bill Email
- Send later
- Discount Value
- Discount Percent
Action
Write
- TypeRequired
- NameRequired
- Description On Sales Forms
- Sales Price/Rate
- Description On Purchase Forms
- Cost
- SKU
- Category
- Is Taxable?
Action
Write
- CustomerRequired
- Email
- Cc
- Bcc
- Send Later?
- Billing Address
- Shipping Address
- Terms
- Invoice Date
- Due Date
- Ship Via
- Shipping Date
- Tracking Number
- Invoice Number
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- AmountRequired
- Tax
- Class
- Message Displayed on Invoice
- Message Displayed on Statement
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax Code
- Total Tax
- Tax Calculation
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Shipping Tax
- Shipping
- Deposit
- Class
- Department
- Location
- Currency
Action
Write
- CustomerRequired
- Total AmountRequired
- Unapplied Amount
- Transaction Date
- Payment Method
- Payment Reference Number
- Deposit To Account
- Line Amount
- Memo
- Line Linked Invoice
Action
Write
- Refund FromRequired
- Customer
- Email
- Billing Address
- Refund Receipt Date
- Refund Receipt Number
- Transaction Class
- Payment Method
- Check Number
- Print Later?
- Product/ServiceRequired
- AmountRequired
- Service Date
- Description
- Quantity
- Rate
- Tax
- Class
- Message Displayed On Refund Receipt
- Memo
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Sales Tax Rate
- Shipping
Action
Write
- Sales ReceiptRequired
- Email
Action
Write
- CustomerRequired
- Company
- Email
- Title
- First name
- Middle name
- Last name
- Suffix
- Display name as
- Phone
- Mobile
- Fax
- Other
- Website
- Print On Check As
- Notes
- Billing Address - Street
- Billing Address - City/Town
- Billing Address - State/Province
- Billing Address - ZIP code
- Billing Address - Country
- Shipping Address - Street
- Shipping Address - City/Town
- Shipping Address - State/Province
- Shipping Address - ZIP code
- Shipping Address - Country
- Exemption Details
Action
Write
- Full NameRequired
- PhoneRequired
- Email
- Website
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
Action
Write
- Account NameRequired
Action
Search
- Invoice NumberRequired
Action
Search
- NameRequired
Action
Search
- Full NameRequired
- PhoneRequired
- Email
- Website
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
Action
Search or write

New Client Status Change
Triggers when a client status is updated.
Trigger
Scheduled
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- Choose a FormRequired
Trigger
Scheduled
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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
Scheduled
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New Missed Schedule
Triggers when a new schedule is missed.
Trigger
Scheduled
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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
Scheduled
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New Workday Start
Triggers when representative starts a new workday.
Trigger
Scheduled
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- CodeRequired
- NameRequired
- Product Group Code
- Product Group Name
- ActiveRequired
- Tag
- Unit PriceRequired
- Ean
- Note
Action
Write
New Bill
Triggers when a new bill is added.
Trigger
Scheduled
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New Estimate
Triggered when you add a new estimate.
Trigger
Scheduled
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New Invoice
Triggered when you add a new invoice.
Trigger
Scheduled
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New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
Trigger
Scheduled
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New Purchase Order
Triggers when a new purchase order is added.
Trigger
Scheduled
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Updated Customer
Triggered when an existing customer is updated.
Trigger
Scheduled
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- VendorRequired
- Bill Number
- Line Item
- Line Description
- AmountRequired
- Qty
- Unit Price
- Line Class
- AP Account
- Customer
- Due Date
- Transaction Date
Action
Write
- VendorRequired
- Terms
- Transaction Date
- Due Date
- Bill Number
- Department
- Global Tax Calculation
- Product/Service
- Description
- Qty
- Rate
- AmountRequired
- Billable?
- Customer
- Line Class
- Tax Code
- AP Account
- Memo
Action
Write
- Full NameRequired
- Display Name
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Notes
- Currency
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred Payment Method
- Preferred Delivery Method
- Terms
- Customer Type
Action
Write
- Payee TypeRequired
- Payment TypeRequired
- Bank/Credit AccountRequired
- Payment Date
- Payment Method
- Reference Number
- Print Later?
- Account
- Description
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Billable Status
- Tax Code
- Customer
- Class
- Memo
Action
Write
- Journal Date
- Journal Number
- AccountRequired
- Debit AmountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- AccountRequired
- Credit AmountRequired
- Description
- Customer Name
- Vendor Name
- Employee Name
- Department
- Class
- Memo
- Currency
- Exchange Rate
Action
Write
- Customer
- Find Customer by Name/Email
- Email
- Send Later?
- Note
- Message
- Line AmountRequired
- Service Date
- Line Description
- Product/Service
- Line Item Quantity
- Line Item Unit Price
- Line Item Tax Code
- Line Item Class
- Transaction Date
- Total Discount
- Payment Method
- Payment Reference Number
- Deposit To Account
- Sales Receipt Number
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Currency
- Exchange Rate
- Class
- Tax Code
- Total Tax
- Tax Calculation
- Shipping Tax
- Shipping Cost
- Department
Action
Write
- VendorRequired
- Purchase Order Status
- Mailing Address
- Shipping Address
- Purchase Order Date
- Ship Via
- Purchase Order Number
- Account
- Description
- Amount
- Customer
- Class
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Customer
- Class
- Your Message to Vendor
- Memo
Action
Write
- InvoiceRequired
- EmailRequired
Action
Write
- Time Activity TypeRequired
Action
Write
- InvoiceRequired
- Customer
- Email
- Cc
- Bcc
- Send Later?
- Billing Address
- Shipping Address
- Terms
- Invoice Date
- Due Date
- Ship Via
- Shipping Date
- Tracking Number
- Invoice Number
- Service Date
- Product/Service
- Description
- Quantity
- Rate
- Amount
- Tax
- Class
- Message Displayed on Invoice
- Message Displayed on Statement
- Accept Payment Via Bank Transfer
- Accept Payment Via Credit Card
- Tax Code
- Total Tax
- Tax Calculation
- Apply Tax After Discount?
- Discount Value
- Discount Percent
- Shipping Tax
- Shipping
- Deposit
- Class
- Department
- Location
- Currency
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Product NameRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
- Full NameRequired
- Display Name
- Title
- First Name
- Last Name
- Company
- Email
- Phone
- Mobile
- Fax
- Website
- GST Registration Type
- GSTIN
- Address Line 1
- Address Line 2
- Address City
- Address State Code
- Address Zip Code
- Address Country
- Shipping Address Line 1
- Shipping Address Line 2
- Shipping Address City
- Shipping Address State Code
- Shipping Address Zip Code
- Shipping Address Country
- Notes
- Currency
- Tax Registration Number
- Tax Resale Number
- Job/Parent Customer
- Bill with Parent?
- Preferred Payment Method
- Preferred Delivery Method
- Terms
- Customer Type
Action
Search or write

About QuickBooks Online

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Learn more Help

Related categories

Accounting

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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.

Help

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

QuickBooks Online + Repsly

Add Repsly clients to QuickBooks Online

New Audit With Items

New Client With Details

New Order

New Schedule

New Visit Start

New Workday End

Create Client

CodeRequired

NameRequired

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

New Account

New Customer

New Expense

New Invoice

New Payment

New Sales Receipt

New Vendor

Create Bill (Account Based)

VendorRequired

Terms

Transaction Date

Due Date

Bill Number

Department

Currency

Global Tax Calculation

Description

AmountRequired

Billable?

Customer

Class

AccountRequired

Tax Code

AP Account

Memo

Create Credit Memo

CustomerRequired

Email

Send Later?

Billing Address

Credit Memo Date

Credit Memo Number

Class

AmountRequired

Service Date

Product/Service

Description

Quantity

Rate

Tax

Class

Message Displayed On Credit Memo

Memo

Apply Tax After Discount?

Discount Value

Discount Percent

Sales Tax Rate