OneDrive + Revv Documents
Upload files to OneDrive when new documents are signed in Revv Documents
Do you use Revv for creating documents and OneDrive for storing them? Set up this integration to automatically upload a PDF copy of your Revv documents to OneDrive once they are signed. Keep all of your files in the same place, without having to copy them, just automatically upload them!
Do you use Revv for creating documents and OneDrive for storing them? Set up this integration to automatically upload a PDF copy of your Revv documents to OneDrive once they are signed. Keep all of your files in the same place, without having to copy them, just automatically upload them!
- When this happens...Document Signed
Triggers when a document is signed by all signees.
- automatically do this!Upload File
Upload an existing file or attachment not bigger than 60 MB.
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Document Accepted
Triggers when the document is accepted
Try ItDocument Signed
Triggers when a document is signed by all signees.
Try ItUnique IdentifierRequired
Contact NameRequired
EmailRequired
Expected Deal Size
Phone
Title
Type
LinkedIn
Twitter
Instagram
Notes
Opportunity IDRequired
Opportunity NameRequired
Opportunity Stage
Expected Close Date
Expected Deal Size
Email
Document Stage Changed
Triggers when a document stage changes from Draft to Sent or Signed.
Try ItChoose folder
Choose templateRequired
Document nameRequired
No. of acceptorsRequired
Choose folder
Document nameRequired
Choose templateRequired
Note
Choose folder
Choose templateRequired
Document nameRequired
