Microsoft Office 365 + Rev.io

Send emails in Microsoft Office 365 when customer profiles are updated in Rev.io

Stay updated with your customer profiles effortlessly and improve communication. With this workflow, whenever a customer profile is updated in Rev.io, an email is instantly sent through Microsoft Office 365. This streamlined process helps maintain effective communication with your customers, saving time and ensuring no updates are missed.

When this happens...
Customer Profile Updated
Triggers when information on the customer's profile is updated.
TriggerScheduled
automatically do this!
Send Email
Send an email from your Office 365 account.
ActionWrite

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Supported triggers and actions

What does this mean?

New Bill
Triggers when a new bill is created.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
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
Scheduled
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
- CustomerRequired
- Contact NameRequired
- Title
- Email Address
- Fax Number
- Mobile/Cell Number
- Company Name
- Contact Type
- Comments
Action
Write
- BillRequired
- Download Full Bill?
Action
Write
- CustomerRequired
- SubjectRequired
- BodyRequired
Action
Write
- Parent Customer
- CustomerRequired
- 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
- TaskRequired
- Subject
- Message
- Complete
- Canceled
- Customer
- Request
- Order
Action
Write
- FileRequired
- 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
- Parent FolderRequired
- Child Folder
Trigger
Scheduled
Try It
- Contact Folder
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
- Search termsRequired
- Note
Trigger
Scheduled
Try It
- Parent Folder
- Child Folder
Trigger
Scheduled
Try It
- Calendar
- SubjectRequired
- Start Date & TimeRequired
- End Date & TimeRequired
- All Day Event?
- Description
- Show me as Free or Busy
- Attendees
- Categories
- Location
Action
Write
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- From Email
- To Email(s)Required
- CC Email(s)
- BCC Email(s)
- SubjectRequired
- Body FormatRequired
- BodyRequired
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Calendar
- Search TermRequired
- Start Date & Time
- End Date & Time
Action
Search
- Contact Folder
- First NameRequired
- Last Name
- Email
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created.
Trigger
Scheduled
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
Scheduled
Try It
New Payment
Triggers when a new payment is received.
Trigger
Scheduled
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
Scheduled
Try It
Ticket Updated
Triggers when a ticket is updated.
Trigger
Instant
Try It
- BillRequired
- Download Full Bill?
Action
Write
- RequestRequired
Action
Write
- ContactRequired
- Customer
- Contact Name
- Title
- Email Address
- Fax Number
- Mobile/Cell Number
- Company Name
- Contact Type
- Comments
Action
Write
- IdRequired
- Status
- Order Type
- Customer
- Pon
- Request
Action
Write
- TicketRequired
- 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
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Shared Inbox
Trigger
Scheduled
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Contact Folder
- First NameRequired
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- File As
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- EventRequired
Action
Write
- Contact Folder
- ContactRequired
- First Name
- Last Name
- Email Addresses
- Business Phones
- Home Phones
- Mobile Phone
- Job Title
- Company Name
- Department
- Business Website URL
- Personal Notes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search

About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

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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.

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Microsoft Office 365 + Rev.io

Send emails in Microsoft Office 365 when customer profiles are updated in Rev.io

New Bill

New Customer

New Product

New Task

Order Status Changed

Request Approved

Request Status Changed

Status

Task Completed

Task Updated

Add Contact to Customer

Contact NameRequired

Title

Email Address

Fax Number

Mobile/Cell Number

Company Name

Contact Type

Comments

Download Bill XML

BillRequired

Download Full Bill?

Add Note to Customer

CustomerRequired

SubjectRequired

BodyRequired

Update Customer

Parent Customer

CustomerRequired

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

Update Task

TaskRequired

Subject

Message

Complete

Canceled

Customer

Request

Order

Upload File/Attachment

FileRequired

File Name

Description

Customer

Order

Request

File Type

Find a Bill

Bill ID

Customer

Find a Order

Order ID

Customer ID

Request ID

Find a Request

Request ID