Send confirmation Gmail emails to customers when their Rev profile is updated
Rev.io + Gmail
Rev.io Integrations
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Connect Rev.io to 2,000+ Apps
Send Gmail emails when new customers are created in Rev.io
Rev.io + Gmail
Add notes to Rev.io customers for new notes in Salesforce
Salesforce + Rev.io
Receive Slack notifications when Rev.io request statuses have been updated
Rev.io + Slack
Add new payments received through Rev.io as rows in Google Sheets
Rev.io + Google Sheets
The following Rev.io Triggers, Searches, Filters, and Actions are supported by Zapier:
Triggers
New Customer
Triggers when a new customer is created.
Request Status Changed
Triggers when the status of a request is updated.
New Contact
Triggers when a new contact is created.
New Product
Triggers when a new product is created.
New Task
Triggers when a new task is created.
InstantOrder Status Changed
Triggers when a the status of an order changes.
InstantRequest Assigned
Triggers when a request is assigned.
InstantTask Completed
Triggers when a task is completed.
InstantTask Updated
Triggers when a task is updated.
New Payment
Triggers when a new payment is received.
InstantNew Bill
Triggers when a new bill is created.
New Order
Triggers when a new order is created.
InstantNew Request
Triggers when a new request is created.
New Ticket
Triggers when a new ticket is created.
InstantRequest Approved
Triggers when a request is approved.
InstantTask Canceled
Triggers when a task is canceled.
Customer Profile Updated
Triggers when information on the customer's profile is updated.
InstantTicket Updated
Triggers when a ticket is updated.
Actions
Add Note to Customer
Creates a customer note.
Download Bill PDF
Downloads a Bill PDF.
Download Request PDF
Downloads a Request PDF.
Update Customer
Updates a customer.
Update Task
Updates a task.
Upload File/Attachment
Upload a file or attachment.
Add Contact to Customer
Creates a contact associated to a customer.
Download Bill XML
Downloads a Bill XML.
Update Contact
Updates a contacts.
Update Order
Update an order.
Update Ticket
Updates a ticket.
Searches
Find a Contact
Finds a contact by contact id or customer id.
Find a Bill
Finds a bill by bill id or customer id.
Find a Report
Finds a report by report id.
Find a Request Template
Finds a request template by name or request template id.
Find a Task
Finds a task by task id, customer id, or request id.
Find a Customer
Finds a customer by name, account number or customer id.
Find a Order
Finds an order by order id, customer id, or request id.
Find a Request
Finds a request by request ID or customer ID.
Find a Service
Finds a service by number (primary identifier) or customer id.
Find a Ticket
Finds a Ticket by Ticket ID or Customer ID.