Rev.io Integrations
Do More With Rev.io
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Send confirmation Gmail emails to customers when their Rev profile is updated
Confirm Rev.io customer information updates via Gmail. Make sure changes to a customer's profile are accurate by sending a confirmation email to the customer.
Send Gmail emails when new customers are created in Rev.io
Welcome your new Rev.io customers with a email! Automatically provide your new customer with welcome/on-boarding information of your choosing with this integration. This integration will send a Gmail email whenever 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
Receive a Slack message in a channel of your choosing when the status of a Rev.io requested has been updated. No longer will you need to constantly check on the status of your requests and instead can simply wait for a Slack notification.
Add new payments received through Rev.io as rows in Google Sheets
Easily keep track of new Rev.io payments in a Google Sheet with this integration. Whenever you receive a new payment in Rev.io, Zapier will add a new row to Google Sheets automatically, saving you the busy work.
Add new HubSpot contacts as customers in Rev.io
Keep track of new HubSpot contacts by adding them to a customer in Rev.io and reduce intake time. Stop doing busy work and let Zapier work for you.
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Rev.io Integration Details
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.
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