Rev.io Integrations

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Integrate QuickBooks Online with Rev.io

QuickBooks Online

Accounting +1Accounting, Premium
Integrate Google Sheets with Rev.io

Google Sheets

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

Gmail

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

Slack

Team Chat
Integrate ConnectWise Manage with Rev.io

ConnectWise Manage

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

HubSpot

Marketing Automation
Integrate Microsoft Office 365 with Rev.io

Microsoft Office 365

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

Trello

Project Management
Integrate Zendesk with Rev.io

Zendesk

Customer Support +1Customer Support, Premium
Integrate Microsoft Outlook with Rev.io

Microsoft Outlook

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

Microsoft Excel

Microsoft +1Microsoft, Spreadsheets
Integrate Keap Max Classic with Rev.io

Keap Max Classic

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

DocuSign

Signatures
Integrate OneDrive with Rev.io

OneDrive

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

Quick Base

Databases +1Databases, Premium
Integrate Google Calendar with Rev.io

Google Calendar

Calendar +1Calendar, Google
Integrate Microsoft Teams with Rev.io

Microsoft Teams

Microsoft +1Microsoft, Team Chat
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

App Builder +1App Builder, Zoho
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 Customer.guru with Rev.io

Customer.guru

Forms & Surveys
Integrate Mailchimp with Rev.io

Mailchimp

Email Newsletters
Integrate Twitter with Rev.io

Twitter

Social Media Accounts
Integrate Google Forms with Rev.io

Google Forms

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

Salesforce

CRM (Customer Relationship Management) +1CRM (Customer Relationship Management), Premium
Integrate Dropbox with Rev.io

Dropbox

File Management & Storage
Integrate JotForm with Rev.io

JotForm

Forms & Surveys
Integrate WooCommerce with Rev.io

WooCommerce

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

Twilio

Phone & SMS
Integrate Any.do with Rev.io

Any.do

Task Management
Integrate monday.com with Rev.io

monday.com

Project Management
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 ManyChat with Rev.io

ManyChat

Social Media Marketing
Integrate Smartsheet with Rev.io

Smartsheet

Spreadsheets
Integrate Agile CRM with Rev.io

Agile CRM

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

Teamwork

Project Management
Integrate Zoho Books with Rev.io

Zoho Books

Accounting +1Accounting, Zoho
Integrate Jira Software Server with Rev.io

Jira Software Server

Project Management
Integrate SignNow with Rev.io

SignNow

Signatures
Integrate ConvertAPI with Rev.io

ConvertAPI

File Management & Storage
Integrate OpsGenie with Rev.io

OpsGenie

Server Monitoring
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 Burst SMS with Rev.io

Burst SMS

Phone & SMS
Integrate InvoiceBerry with Rev.io

InvoiceBerry

Accounting

Connect Rev.io to 3,000+ Apps

  • Rev.io logoGmail logo

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

    Rev.io + Gmail

  • Rev.io logoGmail logo

    Send Gmail emails when new customers are created in Rev.io

    Rev.io + Gmail

  • Salesforce logoRev.io logo

    Add notes to Rev.io customers for new notes in Salesforce

    Salesforce + Rev.io

  • Rev.io logoSlack logo

    Receive Slack notifications when Rev.io request statuses have been updated

    Rev.io + Slack

  • Rev.io logoGoogle Sheets logo

    Add new payments received through Rev.io as rows in Google Sheets

    Rev.io + Google Sheets

  • HubSpot logoRev.io logoRev.io logo

    Add new HubSpot contacts as customers in Rev.io

    HubSpot + Rev.io

Rev.io Integration Details

The following Rev.io Triggers, Searches, Filters, and Actions are supported by Zapier:

Triggers

Actions

  • Add Note to Customer

    Creates a customer note.

  • Add Contact to Customer

    Creates a contact associated to a customer.

  • Download Bill PDF

    Downloads a Bill PDF.

  • Download Bill XML

    Downloads a Bill XML.

  • Download Request PDF

    Downloads a Request PDF.

  • Update Contact

    Updates a contacts.

  • Update Customer

    Updates a customer.

  • Update Order

    Update an order.

  • Update Task

    Updates a task.

  • Update Ticket

    Updates a ticket.

  • Upload File/Attachment

    Upload a file or attachment.

Searches

  • Find a Contact

    Finds a contact by contact id or customer id.

  • Find a Customer

    Finds a customer by name, account number or customer id.

  • Find a Bill

    Finds a bill by bill id or customer id.

  • Find a Order

    Finds an order by order id, customer id, or request id.

  • Find a Report

    Finds a report by report id.

  • Find a Request

    Finds a request by request ID or customer ID.

  • Find a Request Template

    Finds a request template by name or request template id.

  • Find a Service

    Finds a service by number (primary identifier) or customer id.

  • Find a Task

    Finds a task by task id, customer id, or request id.

  • Find a Ticket

    Finds a Ticket by Ticket ID or Customer ID.

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