Integrate Repsly with Retently

Trigger NPS/CSAT surveys after task completions or order deliveries, sync customer profiles and interaction history, and use survey feedback to improve field team performance and client relationship strategies.

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About Repsly

Repsly is a field management software that helps businesses manage their field teams and client relationships. It facilitates task tracking, order management, and workday reporting.

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Repsly to Retently

1

New Audit With Items

Triggers when a new audit is created. Returns audit items with full headers.
2

New Client With Details

Triggers when a new client is created.
3

New Order

Triggers when a new order is created.
4

New Schedule

Triggers when a new schedule is created.
5

New Visit Start

Triggers when a new visit is created.
6

New Workday End

Triggers when a representative ends a workday.
7

New Client Status Change

Triggers when a client status is updated.
8

New Form With Details

Triggers when a new form is created.
9

New Item in Order

Triggers when a new order item is added to order. Returns order items with full headers.
10

New Missed Schedule

Triggers when a new schedule is missed.
11

New Visit End

Triggers when a visit ends. Available only when the visit was explicitly ended on the mobile device.
12

New Workday Start

Triggers when a representative starts a new workday.
RetentlyRepsly logo

Retently to Repsly

1

Create Client

Creates a new client.
2

Create Product

Creates a new product.

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