Do More With Rev.io
Zapier allows you to instantly connect Rev.io with 1,400+ apps to automate your work and find productivity super powers.
Send Gmail emails when new customers are created in Rev.io
Add notes to Rev.io customers for new notes in Salesforce
Connect Salesforce notes with the appropriate Rev.io customer. This integration will add a note to your Rev.io customers whenever new notes are added in Salesforce. Rid yourself of duplicate work, while increasing organization and effortless collaboration between your team members.
Receive Slack notifications when Rev.io request statuses have been updated
Add new payments received through Rev.io as rows in Google Sheets
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Launched on Zapier October 25, 2018
Zapier combines Triggers (like "New Customer") and Actions (like "Add Note to Customer") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Rev.io Triggers, Searches, and Actions are supported by Zapier:
Triggers when a new customer is created.
Triggers when a new payment is received.
Triggers when the status of a request has changed.
Triggers when information on the customer profile tab is updated.
Creates a customer note.
Creates a contact associated to a customer.
Finds a customer by name, account number or customer id.