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RepairShopr

Integromat Integromat Updated July 25, 2020 05:52

The RepairShopr modules allow you to create, update, list, and delete the customers, leads, and tickets in your RepairShopr account.

Getting Started with RepairShopr

Prerequisites

  • A RepairShopr account

In order to use RepairShopr with Integromat, it is necessary to have a RepairShopr account. You can create a RepairShopr account at admin.repairshopr.com/accounts/start.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting RepairShopr to Integromat

To connect your RepairShopr account to Integromat you need to obtain the API Key from your RepairShopr account and insert it in the Create a connection dialog in the Integromat module.

1. Login to your RepairShopr account.

2. In the top menu, select the More > Admin > API Tokens > New Token.

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3. Click Custom Permissions, enter a name for the token, select the expiry date of the token, select the permissions, and click Create API Token.

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4. Copy the API Key to your clipboard.

repairshopr.png

5. Go to Integromat and open the RepairShopr module's Create a connection dialog.

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6. In the Connection name field, enter a name for the connection.

7. In the API Key field, enter the API key copied in step 4.

8. In the Subdomain field, enter your subdomain details. If your website address of RepairShopr's account is www.xyz.repairshopr.com then your subdomain name is xyz. Click Continue.

The connection has been established.

Customer

Watch Customers (Instant)

Triggers when a new customer is created. 

Webhook Name Enter a name for the webhook.
Connection Establish a connection to your RepairShopr account.

See the Connecting to a RepairShopr Webhook using Integromat to add the webhook in your RepairShopr account.

Watch Customers

Triggers when a new customer is created.

Connection Establish a connection to your RepairShopr account.
Limit Set the number of returned customers Integromat will return during one execution cycle.

Get a Customer

Retrieves information about a customer.

Connection Establish a connection to your RepairShopr account.
Customer Select the customers whose details you want to retrieve.

Search a Customer

Finds a customer.

Connection Establish a connection to your RepairShopr account.
Limit Set the number of returned customers Integromat will return during one execution cycle.
First Name Enter the first name of the customer whose details you are searching for.
Last Name Enter the last name of the customer whose details you are searching for.
Business Name Enter the business name of the customer you are searching for.
Email Enter the email address of the customer you are searching for.
Sort Enter the order in which you want to sort the customers. For example ASC or DESC.
Query Enter a keyword or a phrase to search the customers based on specified criteria.
Include IDs Select the Customer IDs that you want to include in the search list.
Not Include IDs Select the Customer IDs which you do not want to include in the search list.
Include Disabled Select whether or not to include the customers who are disabled.

Create a Customer

Creates a new customer.

Connection Establish a connection to your RepairShopr account.
Business Name Enter the business name of the customer.
First Name Enter the first name of the customer.
Last Name Enter the last name of the customer.
Email Enter the email address of the customer.
Phone Enter the phone number of the customer.
Mobile Number Enter the mobile number of the customer.
Address Line 1 Enter the street address of the customer.
Address Line 2 Enter the street address of the customer.
City Enter the city name to which the customer belongs to.
State Enter the state name to which the customer belongs to.
Zip Enter the area zip code.
Notes Enter any additional information about the customer.
Get SMS Select whether the customer can receive SMS:
  • Yes
  • No
  • Not defined
Opt Out Select whether the customer has op-out from SMS or emails:
  • Yes
  • No
  • Not defined
No Email Select whether the customer has no email address:
  • Yes
  • No
  • Not defined
Ref Customer ID Enter the Customer ID who referred the customer.
Referred ID Select the Referred ID of the customer:
  • Customer
  • Friend
  • Google
  • Other
  • Sign
Tax Rate ID Select the Tax Rate ID of the customer:
  • Default
  • Tax
Notification Email Enter the email address to which the customer will receive the notifications.
Invoice CC Emails Enter the invoice cc email address of the customer.
Invoice Term ID Enter the Invoice Term ID of the customer.
Properties Enter the properties of the customer.
Consent Enter the consent details of the customer.

Update a Customer

Updates an existing customer by ID.

Connection Establish a connection to your RepairShopr account.
Customer ID Select the Customer ID whose details you want to update.
Business Name Enter the business name of the customer.
First Name Enter the first name of the customer.
Last Name Enter the last name of the customer.
Email Enter the email address of the customer.
Phone Enter the phone number of the customer.
Mobile Number Enter the mobile number of the customer.
Address Line 1 Enter the street address of the customer.
Address Line 2 Enter the street address of the customer.
City Enter the city name to which the customer belongs to.
State Enter the state name to which the customer belongs to.
Zip Enter the area zip code.
Notes Enter any additional information about the customer.
Get SMS Select whether the customer can receive SMS:
  • Yes
  • No
  • Not defined
Opt Out Select whether the customer has op-out from SMS or emails:
  • Yes
  • No
  • Not defined
No Email Select whether the customer has no email address:
  • Yes
  • No
  • Not defined
Ref Customer ID Enter the Customer ID who referred the customer.
Referred ID Select the Referred ID of the customer:
  • Customer
  • Friend
  • Google
  • Other
  • Sign
Tax Rate ID Select the Tax Rate ID of the customer:
  • Default
  • Tax
Notification Email Enter the email address to which the customer will receive the notifications.
Invoice CC Emails Enter the email address to be added as CC in the invoice emails of the customer.
Invoice Term ID Enter the Invoice Term ID of the customer.
Properties Enter the properties of the customer.
Consent Enter the consent details of the customer.

Delete a Customer

Deletes an existing customer.

Connection Establish a connection to your RepairShopr account.
Customer Select the customer whom you want to delete.

Ticket

Watch Ticket

Triggers when a new ticket is created. 

Connection Establish a connection to your RepairShopr account.
Limit Set the number of returned tickets Integromat will return during one execution cycle.

Watch Ticket (Instant)

Triggers when a ticket is created.

Webhook Name Enter a name for the webhook.
Connection Establish a connection to your RepairShopr account.

See the Connecting to a RepairShopr Webhook using Integromat to add the webhook in your RepairShopr account.

Watch Resolved Tickets

Triggers when a ticket is marked as "resolved".

Webhook Name Enter a name for the webhook.
Connection Establish a connection to your RepairShopr account.

See the Connecting to a RepairShopr Webhook using Integromat to add the webhook in your RepairShopr account.

Get a Ticket

Retrieves information about a ticket.

Connection Establish a connection to your RepairShopr account.
Ticket ID Select the Ticket ID whose details you want to retrieve.

Search a Ticket

Finds a ticket.

Connection Establish a connection to your RepairShopr account.
Customer ID
Select the Customer ID whose ticket details you want to search.
Ticket Number Enter the ticket number you are searching for.
Resolved After Enter the date to search the tickets resolved on or after the specified date.
Since Updated at Enter the date to search the tickets updated on or after the specified date.
Status Select the status of the tickets you were searching:
  • New
  • In Progress
  • Resolved
  • Invoiced
  • Waiting for Parts
  • Waiting on Customer
  • Scheduled
  • Customer Reply
  • Not Closed
Query Enter a keyword or a phrase to search the tickets based on specified criteria.
User ID Enter the User ID to search the tickets assigned to the user.
Mine Select whether you want to search the tickets assigned to the current user:
  • Yes
  • No
  • Not defined
Limit Set the number of returned tickets Integromat will return during one execution cycle.

Create a Ticket

Creates a new ticket.

Connection Establish a connection to your RepairShopr account.
Customer ID
Select the Customer ID whose ticket you want to create.
Subject Enter the subject line of the ticket.
Problem Type Select the problem type:
  • Virus
  • TuneUp
  • Software
  • Other
Comments Attribute

Add the comment attributes:

Subject

Enter the subject line of the comment.

Body

Enter the comment text.

Hidden

Select whether you want to hide the comment:

  • Yes
  • No
  • Not defined

SMS Body

Enter the message text.

Do Not Email

Select whether to send the emails to the customer about the ticket:

  • Yes
  • No
  • Not defined

Tech

Enter the technology details of the ticket. 

Ticket Type ID Enter the Ticket Type ID.
Number Enter the ticket number.
Due date Enter the date by when the ticket must be resolved.
Start at Enter the date when the work on the ticket begins.
Ends at Enter the date when the work on the ticket Ends.
Location ID Enter the Location ID from where the ticket has been raised.
Status Select the status of the ticket:
  • New
  • In Progress
  • Resolved
  • Invoiced
  • Waiting for Parts
  • Waiting on Customer
  • Scheduled
  • Customer Reply
  • Not Closed
User ID Enter the User ID to whom the ticket has been assigned.
Properties Enter the properties of the ticket.
Asset IDs Add the Asset IDs for the ticket.
Signature Name Enter the signature name on the ticket.
Signature Data Enter the signature data details on the ticket.
SLA ID Enter the SLA ID of the ticket.
Contact ID Enter the Contact ID for the ticket.
Priority Enter the priority of the ticket. For example, high, low.
Outtake Form Data Enter the details of the outtake form.
Outtake Form Date Enter the date on the outtake form.
Outtake Form Name
Enter the name on the outtake form.

Update a Ticket

Updates an existing ticket.

Connection Establish a connection to your RepairShopr account.
Ticket ID Select the Ticket ID whose details you want to update.
Customer ID
Select the Customer ID whose ticket details you are updating.
Subject Enter the subject line of the ticket.
Problem Type Select the problem type:
  • Virus
  • TuneUp
  • Software
  • Other
Comments Attribute

Add the comment attributes:

Subject

Enter the subject line of the comment.

Body

Enter the comment text.

Hidden

Select whether you want to hide the comment:

  • Yes
  • No
  • Not defined

SMS Body

Enter the message text.

Do Not Email

Select whether to send the emails to the customer about the ticket:

  • Yes
  • No
  • Not defined

Tech

Enter the technology details of the ticket. 

Ticket Type ID Enter the Ticket Type ID.
Number Enter the ticket number.
Due date Enter the date by when the ticket must be resolved.
Start at Enter the date when the work on the ticket begins.
Ends at Enter the date when the work on the ticket Ends.
Location ID Enter the Location ID from where the ticket has been raised.
Status Select the status of the ticket:
  • New
  • In Progress
  • Resolved
  • Invoiced
  • Waiting for Parts
  • Waiting on Customer
  • Scheduled
  • Customer Reply
  • Not Closed
User ID Enter the User ID to whom the ticket has been assigned.
Properties Enter the properties of the ticket.
Asset IDs Add the Asset IDs for the ticket.
Signature Name Enter the signature name on the ticket.
Signature Data Enter the signature data details on the ticket.
SLA ID Enter the SLA ID of the ticket.
Contact ID Enter the Contact ID for the ticket.
Priority Enter the priority of the ticket. For example, high, low.
Outtake Form Data Enter the details of the outtake form.
Outtake Form Date Enter the date on the outtake form.
Outtake Form Name
Enter the name on the outtake form.

Delete a Ticket

Deletes an existing ticket.

Connection Establish a connection to your RepairShopr account.
Ticket ID Select the Ticket ID you want to delete.

Lead

Watch Leads

Triggers when a new lead is created.

Connection Establish a connection to your RepairShopr account.
Limit Set the number of returned leads Integromat will return during one execution cycle.

Get a Lead

Retrieves information about a lead.

Connection Establish a connection to your RepairShopr account.
Ticket ID Select the Lead ID whose details you want to retrieve.

Search a Lead

Finds a lead.

Connection Establish a connection to your RepairShopr account.
Statuses Select the status of the lead you are searching for:
  • New
  • Lead
  • First Contact
  • Opportunity
  • Prospect
  • Waiting on Client
  • In Negotiation
  • Pending
  • Won
  • Lost
User IDs Enter the User IDs separated by a comma whose leads you ware searching for.
Mailbox IDs Add the Mailbox IDs to search the leads for the specified IDs.
Query Enter a keyword or a phrase to search the leads based on specified criteria.
Has Ticket Select whether to search the leads with tickets:
  • Yes
  • No
  • Not defined

Create a Lead

Creates a new lead.

Connection Establish a connection to your RepairShopr account.
Ticket Description Enter the ticket details for which you are creating the lead.
Ticket Subject Enter the ticket subject line.
Ticket Problem Type Select the problem type:
  • Virus
  • TuneUp
  • Software
  • Other
Address Enter the address of the lead.
Business Name Enter the business name of the lead.
City Enter the city name of the lead.
Zip Enter the area zip code.
Converted Select whether the lead is converted to a customer:
  • Yes
  • No
  • Not defined
Message Read Select whether the message is read by the lead:
  • Yes
  • No
  • Not defined
Disabled Select whether the lead is disabled:
  • Yes
  • No
  • Not defined
Email Enter the email address of the lead.
First Name Enter the first name of the lead.
Last Name Enter the last name of the lead.
Mobile Enter the mobile number of the lead.
Phone Enter the phone number of the lead.
State Enter the state name.
Location ID Enter the Location ID where the lead belongs to.
From Check-In Select whether the lead is distributed with a check-in:
  • Yes
  • No
  • Not defined
Customer ID Select the Customer ID associated with the lead.
Ticket ID Select the Ticket ID associated with the lead.
Hidden Notes Enter any additional information about the lead that not visible to others.
Contact ID Enter the Contact ID of the lead.
Appointment Time Enter the meeting time scheduled with the lead.
Status Select the status of the lead:
  • New
  • Lead
  • First Contact
  • Opportunity
  • Prospect
  • Waiting on Client
  • In Negotiation
  • Pending
  • Won
  • Lost
User ID Enter the User ID to whom the lead is assigned.
Ticket Type ID Enter the Ticket Type ID of the lead.
Mailbox ID Enter the Mailbox ID of the lead.
Opportunity Start Date Enter the date when the opportunity with the lead begins.
Opportunity Amount Dollars Enter the amount expected from the lead.
Likelihood Enter the likelihood details of the lead.
Properties Enter the details of the opportunity.
Ticket Properties Enter the properties of the ticket.
Customer Purchase ID Enter the customer Purchase ID made by the lead.
Signature Date Enter the date on the signature.
Signature Name Enter the name on the signature.
Signature Data Enter the details of the signature data.
Appointment Type ID Enter the Appointment Type ID.

Update a Lead

Updates an existing lead.

Connection Establish a connection to your RepairShopr account.
Lead ID Select the Lead ID whose details you want to update.
Ticket Description Enter the ticket details for which you are creating the lead.
Ticket Subject Enter the ticket subject line.
Ticket Problem Type Select the problem type:
  • Virus
  • TuneUp
  • Software
  • Other
Address Enter the address of the lead.
Business Name Enter the business name of the lead.
City Enter the city name of the lead.
Zip Enter the area zip code.
Converted Select whether the lead is converted to a customer:
  • Yes
  • No
  • Not defined
Message Read Select whether the message is read by the lead:
  • Yes
  • No
  • Not defined
Disabled Select whether the lead is disabled:
  • Yes
  • No
  • Not defined
Email Enter the email address of the lead.
First Name Enter the first name of the lead.
Last Name Enter the last name of the lead.
Mobile Enter the mobile number of the lead.
Phone Enter the phone number of the lead.
State Enter the state name.
Location ID Enter the Location ID where the lead belongs to.
From Check-In Select whether the lead is distributed with a check-in:
  • Yes
  • No
  • Not defined
Customer ID Select the Customer ID associated with the lead.
Ticket ID Select the Ticket ID associated with the lead.
Hidden Notes Enter any additional information about the lead that not visible to others.
Contact ID Enter the Contact ID of the lead.
Appointment Time Enter the meeting time scheduled with the lead.
Status Select the status of the lead:
  • New
  • Lead
  • First Contact
  • Opportunity
  • Prospect
  • Waiting on Client
  • In Negotiation
  • Pending
  • Won
  • Lost
User ID Enter the User ID to whom the lead is assigned.
Ticket Type ID Enter the Ticket Type ID of the lead.
Mailbox ID Enter the Mailbox ID of the lead.
Opportunity Start Date Enter the date when the opportunity with the lead begins.
Opportunity Amount Dollars Enter the amount expected from the lead.
Likelihood Enter the likelihood details of the lead.
Properties Enter the details of the opportunity.
Ticket Properties Enter the properties of the ticket.
Customer Purchase ID Enter the customer Purchase ID made by the lead.
Signature Date Enter the date on the signature.
Signature Name Enter the name on the signature.
Signature Data Enter the details of the signature data.
Appointment Type ID Enter the Appointment Type ID.

Other

Watch Invoices

Triggers when a new invoice is created.

Webhook Name Enter a name for the webhook.
Connection Establish a connection to your RepairShopr account.

See the Connecting to a RepairShopr Webhook using Integromat to add the webhook in your RepairShopr account.

Watch Payments

Triggers when a payment is made.

Webhook Name Enter a name for the webhook.
Connection Establish a connection to your RepairShopr account.

See the Connecting to a RepairShopr Webhook using Integromat to add the webhook in your RepairShopr account.

Watch Ticket Status

Triggers when a ticket status is changed.

Webhook Name Enter a name for the webhook.
Connection Establish a connection to your RepairShopr account.

See the Connecting to a RepairShopr Webhook using Integromat to add the webhook in your RepairShopr account.

Make an API Call

Performs an arbitrary authorized API call.

Connection Establish a connection to your RepairShopr account.
URL

Enter a path relative to https://{{yourSubdomain}}.repairshopr.com/api/. For example: v1/customers

For the list of available endpoints, refer to the RepairShopr API Documentation.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

Headers Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String Enter the request query string.
Body Enter the body content for your API call.

Example of Use - List Customers

The following API call returns all the customers from your RepairShopr account:

URL:
v1/customers

Method:
GET

reapirshopr2.png

Matches of the search can be found in the module's Output under Bundle > Body > customers. 
In our example, 3 customers were returned:

reapirshopr1.png

Connecting to a RepairShopr Webhook using Integromat

1. Open any Webhook module, enter the details as mentioned in the respective module description, and copy the address to your clipboard.

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2. Login to your RepairShopr account. From the top menu, click More > Admin > Notification Center > New Notification Set.

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Name Enter a name for the webhook.
Notify these Users Select the users to send notification
Additional Emails to Notify (Optional) Enter the email address of the members who are not the users.
Additional SMS Notify (local format) (Optional) Enter an additional message to send along with the notification.
Webhook URL Enter the webhook URL address copied in step 1.
Event Select the events for which you want to receive the notifications.

3. Click Create Notification Set.

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The webhook is added sucessfully.

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