RepairShopr

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 Make, it is necessary to have a RepairShopr account. You can create a RepairShopr account at admin.repairshopr.com/accounts/start.

Note

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

Connecting RepairShopr to Make

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

1. Log in 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.

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5. Go to Make 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

Triggers when a new customer is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your RepairShopr account.

See Setting Up RepairShopr Webhook to add the webhook to your RepairShopr account.

Triggers when a new customer is created.

Connection

Establish a connection to your RepairShopr account.

Limit

Set the number of returned customers Make will return during one execution cycle.

Retrieves information about a customer.

Connection

Establish a connection to your RepairShopr account.

Customer

Select the customers whose details you want to retrieve.

Finds a customer.

Connection

Establish a connection to your RepairShopr account.

Limit

Set the number of returned customers Make 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.

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.

State

Enter the state name to which the customer belongs.

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.

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.

State

Enter the state name to which the customer belongs.

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.

Deletes an existing customer.

Connection

Establish a connection to your RepairShopr account.

Customer

Select the customer whom you want to delete.

Ticket

Triggers when a new ticket is created.

Connection

Establish a connection to your RepairShopr account.

Limit

Set the number of returned tickets Make will return during one execution cycle.

Triggers when a ticket is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your RepairShopr account.

See the Setting Up RepairShopr Webhook to add the webhook to your RepairShopr account.

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 Setting Up RepairShopr Webhook to add the webhook in your RepairShopr account.

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.

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 for the tickets resolved on or after the specified date.

Since Updated at

Enter the date to search for 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 Make will return during one execution cycle.

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.

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.

Deletes an existing ticket.

Connection

Establish a connection to your RepairShopr account.

Ticket ID

Select the Ticket ID you want to delete.

Lead

Triggers when a new lead is created.

Connection

Establish a connection to your RepairShopr account.

Limit

Set the number of returned leads Make will return during one execution cycle.

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.

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 are 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

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 is 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.

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

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 Setting Up RepairShopr Webhook to add the webhook to your RepairShopr account.

Triggers when a payment is made.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your RepairShopr account.

See the Setting Up RepairShopr Webhook to add the webhook to your RepairShopr account.

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 Setting Up RepairShopr Webhook to add the webhook to your RepairShopr account.

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

Note

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.

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

URL: v1/customers

Method: GET

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

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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. Log in 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 successfully.

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