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Rev.io Integrations

Do more with Rev.io

Zapier allows you to instantly connect Rev.io with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Choose an app to connect with Rev.io

Integrate QuickBooks Online with Rev.io

QuickBooks Online

Accounting +1Accounting, Premium
Integrate Gmail with Rev.io

Gmail

Email +1Email, Google
Integrate Google Sheets with Rev.io

Google Sheets

Google +1Google, Spreadsheets
Integrate Slack with Rev.io

Slack

Team Chat
Integrate ConnectWise Manage with Rev.io

ConnectWise Manage

CRM (Customer Relationship Management)
Integrate Microsoft Office 365 with Rev.io

Microsoft Office 365

Email +1Email, Microsoft
Integrate Trello with Rev.io

Trello

Project Management
Integrate Infusionsoft by Keap with Rev.io

Infusionsoft by Keap

Marketing Automation +1Marketing Automation, Premium
Integrate Zendesk with Rev.io

Zendesk

Customer Support +1Customer Support, Premium
Integrate OneDrive with Rev.io

OneDrive

File Management & Storage +1File Management & Storage, Microsoft
Integrate DocuSign with Rev.io

DocuSign

Signatures
Integrate Microsoft Outlook with Rev.io

Microsoft Outlook

Email +1Email, Microsoft
Integrate Microsoft Excel with Rev.io

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Freshdesk with Rev.io

Freshdesk

Customer Support
Integrate Google Hangouts Chat with Rev.io

Google Hangouts Chat

Google +1Google, Team Chat
Integrate Zoho Creator with Rev.io

Zoho Creator

Databases +1Databases, Zoho
Integrate Quick Base with Rev.io

Quick Base

Databases +1Databases, Premium
Integrate Pipedrive with Rev.io

Pipedrive

CRM (Customer Relationship Management)
Integrate Zoho CRM with Rev.io

Zoho CRM

CRM (Customer Relationship Management) +2CRM (Customer Relationship Management), Premium, Zoho
Integrate PandaDoc with Rev.io

PandaDoc

Documents
Integrate Microsoft Teams with Rev.io

Microsoft Teams

Microsoft +1Microsoft, Team Chat
Integrate Customer.guru with Rev.io

Customer.guru

Forms & Surveys
Integrate Google Calendar with Rev.io

Google Calendar

Calendar +1Calendar, Google
Integrate Twitter with Rev.io

Twitter

Social Media Accounts
Integrate Google Forms with Rev.io

Google Forms

Forms & Surveys +1Forms & Surveys, Google
Integrate Dropbox with Rev.io

Dropbox

File Management & Storage
Integrate Twilio with Rev.io

Twilio

Phone & SMS
Integrate JotForm with Rev.io

JotForm

Forms & Surveys
Integrate Any.do with Rev.io

Any.do

Task Management
Integrate WooCommerce with Rev.io

WooCommerce

eCommerce +1eCommerce, WordPress
Integrate Smartsheet with Rev.io

Smartsheet

Spreadsheets
Integrate HubSpot with Rev.io

HubSpot

Marketing Automation
Integrate monday.com with Rev.io

monday.com

Project Management
Integrate Agile CRM with Rev.io

Agile CRM

CRM (Customer Relationship Management)
Integrate Jira Software Server with Rev.io

Jira Software Server

Project Management
Integrate Zoho Books with Rev.io

Zoho Books

Accounting +1Accounting, Zoho
Integrate SignNow with Rev.io

SignNow

Signatures
Integrate ConvertAPI with Rev.io

ConvertAPI

File Management & Storage
Integrate Constant Contact with Rev.io

Constant Contact

Email Newsletters
Integrate Microsoft To-Do with Rev.io

Microsoft To-Do

Microsoft +1Microsoft, Task Management
Integrate Teamwork with Rev.io

Teamwork

Project Management
Integrate RightSignature with Rev.io

RightSignature

Signatures
Integrate ManyChat with Rev.io

ManyChat

Social Media Marketing
Integrate OpsGenie with Rev.io

OpsGenie

Server Monitoring
Integrate XY Find It with Rev.io

XY Find It

Devices
Integrate Podio with Rev.io

Podio

Project Management
Integrate Autotask with Rev.io

Autotask

CRM (Customer Relationship Management)
Integrate Calendly with Rev.io

Calendly

Scheduling & Booking
Integrate Xero with Rev.io

Xero

Accounting +1Accounting, Premium
Integrate InvoiceBerry with Rev.io

InvoiceBerry

Accounting
Integrate Burst SMS with Rev.io

Burst SMS

Phone & SMS

Connect Rev.io to 2,000+ Apps

  • Send confirmation Gmail emails to customers when their Rev profile is updated

    Rev.io + Gmail

  • 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

Rev.io Integration Details

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.

Connect Rev.io to 2,000+ Apps