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/
Email 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 connection10060 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