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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/
Email 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