Repsly and Salesflare
How to connect Repsly
- Via Zapier — 14 operations available. Set it up ↗
What you can automate
- When new Client Status Change in Repsly, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Client With Details in Repsly, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Form With Details in Repsly, find or create contact in Salesflare.
- When new Order in Repsly, create opportunity, then find or create contact in Salesflare.
- When new Item in Order in Repsly, create opportunity, then find or create contact in Salesflare.
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.
Repsly operations on Zapier
Triggers (12)
Start a workflow when this happens
- New Audit With Items — Triggers when a new audit is created. Returns audit items with full headers.
- New Client Status Change — Triggers when a client status is updated.
- New Client With Details — Triggers when a new client is created.
- New Form With Details — Triggers when a new form is created.
- New Item in Order — Triggers when a new order item is added to order. Returns order items with full headers.
Show 7 more triggers
- New Missed Schedule — Triggers when a new schedule is missed.
- New Order — Triggers when a new order is created.
- New Schedule — Triggers when a new schedule is created.
- New Visit End — Triggers when a visit ends. Available only when the visit was explicitly ended on the mobile device.
- New Visit Start — Triggers when a new visit is created.
- New Workday End — Triggers when representative ends a workday.
- New Workday Start — Triggers when representative starts a new workday.
Actions (2)
Things Salesflare can make it do
- Create Client — Creates a new client.
- Create Product — Creates a new product.
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