Connect Rev.io and Export SDK to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Rev.io with Export SDK - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Bill" from Rev.io.

Add your action

An action happens after the trigger—such as "Create PDF" in Export SDK.

You’re connected!

Zapier seamlessly connects Rev.io and Export SDK, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
Order Status Changed
Triggers when a the status of an order changes.
Trigger
Instant
Try It

Request Approved
Triggers when a request is approved.
Trigger
Instant
Try It
- Status
Trigger
Polling
Try It

Task Completed
Triggers when a task is completed.
Trigger
Instant
Try It
Task Updated
Triggers when a task is updated.
Trigger
Instant
Try It
- Customer
  Required
- Contact Name
  Required
- Title
- Email Address
- Fax Number
- Mobile/Cell Number
- Company Name
- Contact Type
- Comments
Action
Write
- Bill
  Required
- Download Full Bill?
Action
Write
- Customer
  Required
- Subject
  Required
- Body
  Required
Action
Write
- Parent Customer
- Customer
  Required
- Account_number
- Email
- Is this a Parent Customer?
- Registration_code
- Security_pin
- Source
- Status
- Auto Debit Enabled
- Auto Debit Day
- Auto Debit Payment Account ID
- Amount_due
- Amount_overdue
- Bill_profile_id
- Bill_method
- Balance
- Balance_limit
- Balance_limit_enabled
- Company Name
- Contact Type
- Comments
Action
Write
- Task
  Required
- Subject
- Message
- Complete
- Canceled
- Customer
- Request
- Order
Action
Write
- File
  Required
- File_name
- Description
- Customer
- Order
- Request
- File_type
Action
Write
- Bill ID
- Customer
Action
Search
- Order ID
- Customer ID
- Request ID
Action
Search
- Request ID
- Customer ID
Action
Search
- Number
- Customer ID
Action
Search
- Ticket ID
- Customer ID
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
New Ticket
Triggers when a new ticket is created.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is received.
Trigger
Polling
Try It
Request Assigned
Triggers when a request is assigned.
Trigger
Instant
Try It
Task Canceled
Triggers when a task is canceled.
Trigger
Instant
Try It
Customer Profile Updated
Triggers when information on the customer's profile is updated.
Trigger
Polling
Try It
Ticket Updated
Triggers when a ticket is updated.
Trigger
Instant
Try It
- Bill
  Required
- Download Full Bill?
Action
Write
- Request
  Required
Action
Write
- Contact
  Required
- Customer
- Contact Name
- Title
- Email Address
- Fax Number
- Mobile/Cell Number
- Company Name
- Contact Type
- Comments
Action
Write
- Id
  Required
- Status
- Order_type
- Customer
- Pon
- Request
Action
Write
- Ticket
  Required
- Description
- Status
- Resolution
- Customer
- Contact_name
- Contact_phone
- Contact_email
- Custom_status
- Due_date
Action
Write
- Name
- Account Number
- Customer ID
Action
Search
- Contact ID
- Customer ID
Action
Search
- Report ID
Action
Search
- Name
- Request Template ID
Action
Search
- Task ID
- Customer ID
- Request ID
Action
Search
- Template ID
  Required
- Template Data (JSON)
Action
Write

For AI agents & developers

Use Rev.io and Export SDK with AI agents and code

Beyond Zap workflows. Call Rev.io and Export SDK actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Rev.io and Export SDK actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Contact to Customer
Create PDF

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Rev.io and Export SDK actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* revio / export-sdk action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Rev.io and Export SDK to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Rev.io to Export SDK integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Rev.io

Rev.io is an IoT billing platform with the tools needed to accurately manage billing from quote-to-cash. Save time by leveraging existing integrations with your applications and processes, so you can focus on long-term growth.

HelpHelp

Related categories

Payment Processing

About Export SDK

Export SDK is an all-in-one platform for designing and rendering PDF files using dynamic data.