Repzo and Salesflare
How to connect Repzo
- Via Zapier — 22 operations available. Set it up ↗
What you can automate
- When new Client in Repzo, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Form Entry in Repzo, find or create contact in Salesflare.
- When new Invoice/Return in Repzo, create opportunity, then find or create contact in Salesflare.
- When new Sales Order in Repzo, create opportunity, then find or create contact in Salesflare.
- When new Work Order in Repzo, create opportunity, then find or create contact in Salesflare.
About Repzo
A Complete Sales / Field Force Automation Platform for managing Sales, Marketing and Service Providers which provides you with real time coverage analytics
Repzo operations on Zapier
Triggers (11)
Start a workflow when this happens
- New Client — Triggers when you create a new client, Creating clients in Bulk will not fire this hook.
- New Form Entry — Triggers when a new form entry is created.
- New Invoice/Return — Triggers when a new Invoice/Return is created.
- New Retail Execution — Triggers when a new retail execution entry is created.
- New Sales Order — Triggers when a new sales order is created.
Show 6 more triggers
- New Visit End — Triggers when a new visit ends.
- New Visit Start — Triggers when a new visit starts.
- New Work Order — Triggers when a new Work order is created.
- New Work Request — Triggers when a new Work request is created.
- New Workday End — Triggers when a new workday ends.
- New Workday Start — Triggers when a new workday starts.
Actions (8)
Things Salesflare can make it do
- Create Client — Creates a client
- Create Product — Creates a product
- Create Work Order — Creates a work order for CMMS module.
- Create Work Request — Creates a work request for CMMS module.
- Create Workorder Category — Creates a Workorder Category.
Show 3 more actions
- Find or Create Client — Finds a Client.
- Find or Create Product. — Search for a product.
- Find or Create Workorder Category — Finds a workorder category.
Searches (3)
Look up existing records
- Search Client — Finds a Client.
- Search Product — Search for a product.
- Search Workorder Category — Finds a workorder category.
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