Vanilla + RepCard Integrations

See the kind of workflows teams build with Vanilla and RepCard below — describe the exact one you want above and the Agent builds it on demand.

Vanilla + RepCard When an appointment outcome is logged in RepCard, update the lead pipeline in Vanilla.

Sync newly created leads across CRM platforms When a new lead is captured in Vanilla, automatically create or update the matching contact in RepCard to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in RepCard, update the corresponding opportunity stage in Vanilla for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in Vanilla, log a status update activity on the corresponding account record in RepCard. See details

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Triggers & actions for Vanilla and RepCard

Everything Vanilla and RepCard can do inside a workflow — the triggers that start one and the actions that run when it fires.

Vanilla Explore Vanilla →

Vanilla is a cloud community forum software that enables organizations to manage online customer communities and discussions.

Knit's Integrations Agent builds Vanilla's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Vanilla's API.

RepCard Explore RepCard →

A digital business card and door-to-door sales management app designed for field sales teams to track leads.

Triggers

Appointment Outcome

Triggers when a status is changed for an appointment.

Appointment Set

Triggers when a new Appointment is created for any contact.

New Contact

Triggers when new contact is created. (Lead, Customer, Recruit, etc.).

New Registration

Triggers when a user is registered to the event.

Status Changed

Triggers when a status is changed for a contact.

New User

Triggers when a new user is created.

Actions

Add Event Ticket

This will add the ticket to RepCard for the selected Event.

Create Leaderboard Stat

Create/Update Leaderboard Stat

New Appointment

This will create an appointment in RepCard.

Create Contact

This will create a contact in RepCard.

Create Registration

This will create an event registration and create a user in RepCard if not exists.

Create User

This will create a user in RepCard.

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