Repsly + Xero

Add Repsly clients to Xero

Xero accounting software comes packed with features that small business users can take advantage of. Now with Repsly integration, your management and accounting software can join together to provide an even greater benefit. Using Zapier, Repsly users can create new clients from the web console or mobile app, and then have them automatically appear in Xero as a new contact.

When this happens...
New Client With Details
Triggers when a new client is created.
TriggerScheduled
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Create/Update Contact
Triggers when you add a new contact.
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

- OrganizationRequired
Trigger
Scheduled
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- OrganizationRequired
Trigger
Scheduled
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- OrganizationRequired
- Payment Type
Trigger
Scheduled
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- OrganizationRequired
Trigger
Scheduled
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- OrganizationRequired
- Status
Trigger
Scheduled
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- OrganizationRequired
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- OrganizationRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Write
- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
Action
Write
- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Delivery Address
- Attention
- Telephone
- Delivery Instructions
- Attachments
- Purchase Order Status
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search

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
- OrganizationRequired
- Status
Trigger
Scheduled
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- OrganizationRequired
- Status
- Type
Trigger
Scheduled
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- OrganizationRequired
- Quote Status
Trigger
Scheduled
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- OrganizationRequired
- Status
Trigger
Scheduled
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- OrganizationRequired
- InvoiceRequired
Action
Write
- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- OrganizationRequired
- ContactRequired
- StatusRequired
- Currency
- Branding Theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Search or write

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)

Similar apps

Zapier Interfaces

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

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Learn more Help

Related categories

Accounting

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PRODUCTS

CAPABILITIES

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Repsly + Xero

Add Repsly clients to Xero

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 Bank Transaction

OrganizationRequired

New Contact

OrganizationRequired

New Payment

OrganizationRequired

Payment Type

New Expense Claim Receipt

OrganizationRequired

Updated Invoice

OrganizationRequired

Status

Create Bank Transaction

OrganizationRequired

Transaction TypeRequired

ContactRequired

Bank AccountRequired

Date

Create/Update Contact

OrganizationRequired

Contact NameRequired

Account Number

Primary Person - First Name

Primary Person - Last Name

Primary Person - Email

Phone - Country Code

Phone - Area Code

Phone Number

Fax - Country Code

Fax - Area Code

Fax - Number

Mobile - Country Code

Mobile - Area Code

Mobile - Number

Direct Dial - Country Code

Direct Dial - Area Code

Direct Dial - Number

Address Type Of

Address - Attention

Address - Line 1

Address - Line 2

Address - City/Town

Address - State/Region

Address - Postal/Zip Code

Address - Country

Tax Number

Bank Account Number