Lead Loader (Preview)
This Connector helps automate the process of creating a "Lead" for Repfabric's backend system. It takes data from a csv and invokes multiple calls to the Repfabric system that can create or get the items needed to automate the Lead creation process.
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 | Phiquest Team |
| URL | https://phiquest.com/ |
| andre@phiquest.io |
| Connector Metadata | |
|---|---|
| Publisher | Repfbaric |
| Website | https://phiquest.com/ |
| Privacy Policy | https://phiquest.com/privacy-policy/ |
| Categories | Data;Sales and CRM |
This connector is designed to integrate Microsoft services with Repfabric's database. The main API, contact, is used for the process of creating/grabbing customer and company objects in the database, and using these to create an "Opportunity" object in the Repfabric System, thus creating a Lead. This will be especially helpful for users who use our monthly sheets of data to create the new Leads automatically.
Prerequisites
You will need an account to be able to access the connector. (For testing purposes, this is not needed)
How to get credentials
Your credentials will be your account username and password. (For testing purposes, a default credential is used, and the Basic Auth value isn't needed)
Get started with your connector
The current, primary vision for this connector is to use the connector with a Power Automate flow for Microsoft Excel sheets. To start, you should:
- Set up a power automate flow that is linked to an Excel Sheet and the connector.
- Select a row or rows on the sheet, and go to the Data->Flow tab on the top of the Excel sheet (You may need to enable the Power Automate Extension to do this)
- Run the flow, and view the status on Power Automate, or check the Principal Column to see the status of the flow.
(We recommend using our test sheet to see exactly what the sheet should look like. Link is here: https://repfabric-my.sharepoint.com/:x:/p/jeremy_ramos/EfdJI0HWs3lMi9T7rvNrGVsBDjIizProYWcWPIsCeLCHxA?e=MDqcCa)
Known issues and limitations
There are no major issues, other than the Power Automate template running for 10 or more minutes when trying to use a connector that has run into an unhandled error. This can safely be ignored.
Common errors and remedies
If the required data (review the Readme file for more information) is not sent, or the data used cannot be posted into the database correctly, the connector will return an error. Please review the sheet for examples on valid values.
FAQ
- Who can we contact if we run into an issue while using your connector?
Please contact andre@phiquest.io for assistance on using the connector.
- I need an example or template to use for setting up the Power Automate template that the connector is designed for.
Please contact andre@phiquest.io for access to the template Power Automate flow
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
| Upload leads and create an opportunity |
Upload leads and create an opportunity |
Upload leads and create an opportunity
Upload leads and create an opportunity
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
company
|
company | string |
Company Name, Required |
|
|
type
|
type | string |
Company Type, Required |
|
|
class
|
class | string |
Company's Class |
|
|
category
|
category | string |
Company's Category |
|
|
phone1
|
phone1 | string |
Company's Phone Number |
|
|
phone2
|
phone2 | string |
Company's Phone Number 2 |
|
|
company-fax
|
company-fax | string |
Company's Fax Number |
|
|
region
|
region | string |
Company's Region |
|
|
street
|
street | string |
Street Address for Company |
|
|
city
|
city | string |
City for Company |
|
|
state
|
state | string |
US State for Company |
|
|
zip
|
zip | string |
Zip for Company |
|
|
country
|
country | string |
Country for Company |
|
|
po-box
|
po-box | string |
Po-Box for Company |
|
|
website
|
website | string |
Website for Company |
|
|
comments
|
comments | string |
Optional Comments/Notes for Company |
|
|
sales-team
|
sales-team | string |
Sales-Team for Company |
|
|
first-name
|
first-name | string |
First Name of Contact, Required |
|
|
last-name
|
last-name | string |
Last Name of Contact, Required |
|
|
title
|
title | string |
Contact's Title |
|
|
background
|
background | string |
Background notes for Contact |
|
|
primary-contact
|
primary-contact | boolean |
Is it a Primary Contact? |
|
|
company-type-name
|
company-type-name | string |
Name of Company Type |
|
|
email-address-work
|
email-address-work | string |
Contact's Email Address Work |
|
|
email-address-personal
|
email-address-personal | string |
Contact's Email Address Personal |
|
|
email-address-alternate
|
email-address-alternate | string |
Contact's Email Address Alternate |
|
|
email-address-other
|
email-address-other | string |
Contact's Email Address Other |
|
|
phone-number-work
|
phone-number-work | string |
Contact's Phone Number Work |
|
|
phone-number-home
|
phone-number-home | string |
Contact's Phone Number Home |
|
|
phone-number-mobile
|
phone-number-mobile | string |
Contact's Phone Number Mobile |
|
|
phone-number-alternate
|
phone-number-alternate | string |
Contact's Phone Number Alternate |
|
|
fax
|
fax | string |
Contact's fax |
|
|
business-street
|
business-street | string |
Contact's Business Street |
|
|
business-city
|
business-city | string |
Contact's Business City |
|
|
business-state
|
business-state | string |
Contact's Business State |
|
|
business-zip
|
business-zip | string |
Contact's Business Zip |
|
|
business-country
|
business-country | string |
Contact's Business Country |
|
|
home-street
|
home-street | string |
Contact's Home Street |
|
|
home-city
|
home-city | string |
Contact's Home City |
|
|
home-state
|
home-state | string |
Contact's Home State |
|
|
home-zip
|
home-zip | string |
Contact's Home Zip |
|
|
home-country
|
home-country | string |
Contact's Home Country |
|
|
tags
|
tags | |||
|
principal-name
|
principal-name | string |
Principal Name, Required |
|
|
program
|
program | string |
Program for Principal, Required |
|
|
customer-name
|
customer-name | string |
Customer's Name |
|
|
distributor-name
|
distributor-name | string |
Distributor's Name |
|
|
customer-contact
|
customer-contact | string |
Customer's Contact |
|
|
principal-contact
|
principal-contact | string |
Principal's Contact |
|
|
distributor-contact
|
distributor-contact | string |
Distributor's Contact |
|
|
next-step
|
next-step | string |
Notes for what's needed after |
|
|
activity
|
activity | string |
Activity Associated with Lead |
|
|
status
|
status | string |
Status of Lead |
|
|
follow-up
|
follow-up | string |
Follow Up Information |
|
|
priority
|
priority | integer |
Priority Number |
|
|
potential
|
potential | integer |
Potential Number |
|
|
eau
|
eau | integer |
EAU number |
|
|
value
|
value | integer |
Value of Lead |
|
|
prototype-date
|
prototype-date | string |
Prototype Date |
|
|
production-date
|
production-date | string |
Production Date |
|
|
close-status
|
close-status | integer |
Close Status |
|
|
close-date
|
close-date | string |
Close Date |
|
|
description
|
description | string |
Description of Lead |
|
|
competitor-1
|
competitor-1 | string |
Competitor of Lead |
|
|
competitor-2
|
competitor-2 | string |
Other Competitor of Lead |
|
|
reporting-comments
|
reporting-comments | string |
Reporting Comments for Lead |
|
|
domain
|
domain | string |
Domain to be used for connecting with company's Leads |
|
|
username
|
username | string |
Username for domain |
|
|
password
|
password | string |
Password for domain (encrypted) |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
status
|
status | string |
Status Number after finishing the Lambda Function |
|
data
|
data | string |
Message describing what has been created in the Repfabric system |
|
probability
|
probability | string |
Probability that the Principal used matches the one in the Repfabric system |