Repfabric (Preview)
This Connector allows you to create data such as companies, contacts, opportunities, and more in Repfabric right from Excel. Rather than tediously uploading formatted data on spreadsheets, select the rows of data you want to appear in Repfabric, run your flow, and instantly your information will appear!
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Repfabric Support |
| URL | https://repfabric.com/ |
| support@repfabric.com |
| Connector Metadata | |
|---|---|
| Publisher | Repfbaric |
| Website | https://repfabric.com/ |
| Privacy Policy | https://repfabric.com/privacy-policy/ |
| Categories | Data;Sales and CRM |
Repfabric Lead Loader
This connector is used for sending data to Repfabric's backend system, automatically creating new tables and objects related to customers, companies, and "leads". The primary purpose of this connector is to send the data from a .csv file, though this API can be used for other Microsoft services in the future.
Publisher
Repfabric
Prerequisites
You will only need access to a sheet template that will provide the correct data for the API to process, and a Power Automate template that uses the connector. Here is a Google Sheet example. Until we can publish the template with the certified connector, contact andre@phiquest.io for a Power Automate template.
You will not need credentials for testing this operation as we cannot give credentials for this API to those outside of the organization at the moment. For testing purposes, this API will use it own default credentials that are stored as Basic Auth, to avoid leaking client information.
Supported Operations
Contact
- Main Endpoint used for creating Customers and Principals in the Repfabric Database
Obtaining Credentials
Credentials are managed by the Repfabric web application. Please contact andre@phiquest.io for access.
Getting Started
There are many columns of data that can be sent, but only a few are necessary. This is the required data that the API needs to take:
"company" : "Company Inc.",
"type": "Customer",
"first-name": "John",
"last-name" : "Doe",
"principal-name": "Principal Inc.",
"program": "This is a Readme example"
From here, please provide the data from a csv file and link them to the appropriate key. The only exceptions are type and program. Type should be defaulted to Customer, and Program can be any test string, but it cannot be empty.
The connector will return the status of the API call, the data that displays a message of what the API created, or why it failed, and the probability that the principal that was submitted matches the principal in the database, based on string similarity. (If the Principal does not seem to exist in the database, it will state that it has created a new Principal)
You can use the returned information to let the user know of the status of the call, via email and/or updating the csv sheet. This API should only run for about 3 - 10 seconds.
Known Issues and Limitations
When running the Power Automate template, it may run indefinitely if there's an issue with the configuration, or if the API keeps crashing. We are looking to fix this in a future update.
Creating a connection
The connector supports the following authentication types:
| Default | Parameters for creating connection. | All regions | Not shareable |
Default
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
| Name | Type | Description | Required |
|---|---|---|---|
| username | securestring | The username for this api | True |
| password | securestring | The password for this api | True |
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Create new data in Repfabric |
Select a row of an excel data table, which may include fields of companies, contacts, opportunities and more to create an opportunity for a matched or new company and contact. |
Create new data in Repfabric
Select a row of an excel data table, which may include fields of companies, contacts, opportunities and more to create an opportunity for a matched or new company and contact.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
company
|
company | string |
Company Name, Required |
|
|
company-type
|
company-type | string |
Company Type, Required |
|
|
company-class
|
company-class | string |
Company's Class |
|
|
company-category
|
company-category | string |
Company's Category |
|
|
company-phone1
|
company-phone1 | string |
Company's Phone Number |
|
|
company-phone2
|
company-phone2 | string |
Company's Phone Number 2 |
|
|
company-fax
|
company-fax | string |
Company's Fax Number |
|
|
company-region
|
company-region | string |
Company's Region |
|
|
company-street
|
company-street | string |
Street Address for Company |
|
|
company-city
|
company-city | string |
City for Company |
|
|
company-state
|
company-state | string |
US State for Company |
|
|
company-zip
|
company-zip | string |
Zip for Company |
|
|
company-country
|
company-country | string |
Country for Company |
|
|
company-po-box
|
company-po-box | string |
Po-Box for Company |
|
|
company-website
|
company-website | string |
Website for Company |
|
|
company-comments
|
company-comments | string |
Optional Comments/Notes for Company |
|
|
company-sales-team
|
company-sales-team | string |
Sales-Team for Company |
|
|
company-industries
|
company-industries | string |
Industries for Company |
|
|
company-product-potentials
|
company-product-potentials | string |
Product Potentials for Company |
|
|
contact-first-name
|
contact-first-name | string |
First Name of Contact |
|
|
contact-last-name
|
contact-last-name | string |
Last Name of Contact |
|
|
contact-full-name
|
contact-full-name | string |
Full Name of Contact, Required |
|
|
contact-title
|
contact-title | string |
Contact's Title |
|
|
contact-background
|
contact-background | string |
Background notes for Contact |
|
|
contact-primary-contact
|
contact-primary-contact | boolean |
Is it a Primary Contact? |
|
|
contact-type-name
|
contact-type-name | string |
Name of Contact Type |
|
|
contact-email-address-work
|
contact-email-address-work | string |
Contact's Email Address Work |
|
|
contact-email-address-personal
|
contact-email-address-personal | string |
Contact's Email Address Personal |
|
|
contact-email-address-alternate
|
contact-email-address-alternate | string |
Contact's Email Address Alternate |
|
|
contact-email-address-other
|
contact-email-address-other | string |
Contact's Email Address Other |
|
|
contact-phone-number-work
|
contact-phone-number-work | string |
Contact's Phone Number Work |
|
|
contact-phone-number-home
|
contact-phone-number-home | string |
Contact's Phone Number Home |
|
|
contact-phone-number-mobile
|
contact-phone-number-mobile | string |
Contact's Phone Number Mobile |
|
|
contact-phone-number-alternate
|
contact-phone-number-alternate | string |
Contact's Phone Number Alternate |
|
|
contact-fax
|
contact-fax | string |
Contact's fax |
|
|
contact-business-street
|
contact-business-street | string |
Contact's Business Street |
|
|
contact-business-city
|
contact-business-city | string |
Contact's Business City |
|
|
contact-business-state
|
contact-business-state | string |
Contact's Business State |
|
|
contact-business-zip
|
contact-business-zip | string |
Contact's Business Zip |
|
|
contact-business-country
|
contact-business-country | string |
Contact's Business Country |
|
|
contact-home-street
|
contact-home-street | string |
Contact's Home Street |
|
|
contact-home-city
|
contact-home-city | string |
Contact's Home City |
|
|
contact-home-state
|
contact-home-state | string |
Contact's Home State |
|
|
contact-home-zip
|
contact-home-zip | string |
Contact's Home Zip |
|
|
contact-home-country
|
contact-home-country | string |
Contact's Home Country |
|
|
contact-notes
|
contact-notes | string |
List of contact comments |
|
|
contact-groups
|
contact-groups | string |
List of contact groups associated |
|
|
contact-product-interests
|
contact-product-interests | string |
Product Interests for Contact |
|
|
opportunity-principal-name
|
opportunity-principal-name | string |
Principal Name, Required |
|
|
opportunity-program
|
opportunity-program | string |
Program for Principal, Required |
|
|
opportunity-customer-name
|
opportunity-customer-name | string |
Customer's Name |
|
|
opportunity-distributor-name
|
opportunity-distributor-name | string |
Distributor's Name |
|
|
opportunity-customer-contact
|
opportunity-customer-contact | string |
Customer's Contact |
|
|
opportunity-principal-contact
|
opportunity-principal-contact | string |
Principal's Contact |
|
|
opportunity-distributor-contact
|
opportunity-distributor-contact | string |
Distributor's Contact |
|
|
opportunity-next-step
|
opportunity-next-step | string |
Notes for what's needed after |
|
|
opportunity-activity
|
opportunity-activity | string |
Activity Associated with Lead |
|
|
opportunity-status
|
opportunity-status | string |
Status of Lead |
|
|
opportunity-follow-up
|
opportunity-follow-up | string |
Follow Up Information |
|
|
opportunity-priority
|
opportunity-priority | integer |
Priority Number |
|
|
opportunity-potential
|
opportunity-potential | integer |
Potential Number |
|
|
opportunity-eau
|
opportunity-eau | integer |
EAU number |
|
|
opportunity-value
|
opportunity-value | integer |
Value of Lead |
|
|
opportunity-prototype-date
|
opportunity-prototype-date | string |
Prototype Date |
|
|
opportunity-production-date
|
opportunity-production-date | string |
Production Date |
|
|
opportunity-close-status
|
opportunity-close-status | integer |
Close Status |
|
|
opportunity-close-date
|
opportunity-close-date | string |
Close Date |
|
|
opportunity-description
|
opportunity-description | string |
Description of Lead |
|
|
opportunity-competitor-1
|
opportunity-competitor-1 | string |
Competitor of Lead |
|
|
opportunity-competitor-2
|
opportunity-competitor-2 | string |
Other Competitor of Lead |
|
|
opportunity-reporting-comments
|
opportunity-reporting-comments | string |
Reporting Comments for Lead |
|
|
opportunity-lead-source-name
|
opportunity-lead-source-name | string |
Lead Source Name for Opportunity |
|
|
domain
|
domain | string |
The domain of your Repfabric system - https://.repfabric.com |
|
|
username
|
username | string |
Login Username for your Repfabric system |
|
|
password
|
password | string |
Password for your Repfabric system (encrypted) |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
API-Status
|
API-Status | string |
Status Number message after finishing the Power Automate flow process |
|
API-Response
|
API-Response | string |
Message describing what has been created in the Repfabric system |
|
Company-Result
|
Company-Result | string |
Describes whether the Company has been created, found, or unable to be created |
|
Company-Link
|
Company-Link | string |
Link to the Company that was created or found |
|
Contact-Result
|
Contact-Result | string |
Describes whether the Contact has been created, found, or unable to be created |
|
Contact-Link
|
Contact-Link | string |
Link to the Contact that was created or found |
|
Opportunity-Result
|
Opportunity-Result | string |
Describes whether the Opportunity has been created, found, or unable to be created |
|
Opportunity-Link
|
Opportunity-Link | string |
Link to the Opportunity that was created or found |