Rev.io Integrations

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QuickBooks Online

Accounting +1Accounting, Premium

360 Integrations

Gmail

Email +1Email, Google

108 Integrations

Google Sheets

Google +1Google, Spreadsheets

144 Integrations

Connect Rev.io to 2,000+ Apps

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

    Rev.io + Gmail

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  • 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