Rev + Salesforce

Rev + Salesforce integrations

Create automated transcription orders in Rev for new outbound messages in Salesforce

Streamline your process of transcription with this efficient workflow. With this setup, every time a new outbound message is sent in Salesforce, a transcription order is immediately created in Rev. This automation not only saves time but also reduces manual effort, allowing you to focus more on engaging with customers and less on administrative tasks. Benefit from the seamless integration of Salesforce and Rev to make your business communication more effective and efficient.

When this happens...
New Outbound MessageTriggers when a new outbound message is received in Salesforce.
TriggerInstant
automatically do this!
Create Automated Transcription OrderPlace a new automated transcription order with Rev.
ActionWrite

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More things you can do with Salesforce and Rev

Discover other triggers and actions you can use with Salesforce and Rev

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It

- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Automated Transcript
Triggers when a new automated transcript is delivered.
Trigger
Instant
Try It
New Order
Triggers when a new order is placed.
Trigger
Instant
Try It
- Media URL
  Required
- Video Length
- Payment Type
- Burned-In?
- Client Reference
- Caption File Formats
Action
Write
- Media URL
  Required
- Payment Type
- Rush?
- Burned-In?
- Premium Service Captions?
- Client Reference
- Caption File Formats
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Caption
Triggers when a new caption is delivered.
Trigger
Instant
Try It
New Transcript
Triggers when a new transcript is delivered.
Trigger
Instant
Try It
- Media URL
  Required
- Audio Length
- Payment Type
- Client Reference
Action
Write
- Media URL
  Required
- Output File Formats
- Payment Type
- Rush?
- Verbatim?
- Timestamps?
- Client Reference
Action
Write

About Rev

Rev is an audio transcription service that uses human beings to transcribe English audio or video into text.

Learn moreLearn moreHelpHelp

Related categories

Transcription

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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