Rev.io Integrations
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QuickBooks Online
Accounting, Premium
Google Sheets
Google, Spreadsheets
Gmail
Email, Google
Slack
Team Chat
ConnectWise Manage
CRM (Customer Relationship Management)
Google Calendar
Calendar, Google
HubSpot
Marketing Automation
Microsoft Teams
Microsoft, Team Chat
Microsoft Outlook
Email, Microsoft
JotForm
Forms & Surveys
Zendesk
Customer Support, Premium
Trello
Project Management
Microsoft Excel
Microsoft, Spreadsheets
Zoho CRM
CRM (Customer Relationship Management), Premium, Zoho
Keap Max Classic
Marketing Automation, Premium
DocuSign
Signatures
OneDrive
File Management & Storage, Microsoft
Google Chat
Google, Team ChatQuick Base
Databases, PremiumWebex
Team ChatSalesforce
CRM (Customer Relationship Management), PremiumFreshdesk
Customer SupportMicrosoft Office 365
Email, MicrosoftZoho Creator
App Builder, ZohoPipedrive
CRM (Customer Relationship Management)monday.com
Project ManagementXero
Accounting, PremiumMicrosoft Dynamics 365 CRM
CRM (Customer Relationship Management), Microsoft, PremiumCustomer.guru
Forms & SurveysMailchimp
Email NewslettersCalendly
Scheduling & BookingAirtable
DatabasesGoogle Forms
Forms & Surveys, GoogleSquarespace
Forms & SurveysDropbox
File Management & StorageWooCommerce
eCommerce, WordPressTwilio
Phone & SMSAny.do
Task ManagementConstant Contact
Email NewslettersMicrosoft To Do
Microsoft, Task ManagementManyChat
Social Media MarketingPandaDoc
DocumentsSmartsheet
SpreadsheetsSendGrid
Transactional EmailAgile CRM
CRM (Customer Relationship Management)Teamwork
Project ManagementJira Software Server
Project ManagementSignNow
SignaturesZoho Books
Accounting, ZohoSetmore Appointments
Scheduling & BookingShippo
eCommerceConvertAPI
File Management & StorageOpsGenie
Server MonitoringCommissionly
CRM (Customer Relationship Management)Synchroteam
Beta, Scheduling & BookingPodio
Project ManagementAutotask
CRM (Customer Relationship Management)Burst SMS
Phone & SMSInvoiceBerry
AccountingPopular ways to use Rev.io workflows
Send confirmation Gmail emails to customers when their Rev profile is updated
Send confirmation Gmail emails to customers when their Rev profile is updatedSend Gmail emails when new customers are created in Rev.io
Send Gmail emails when new customers are created in Rev.ioAdd notes to Rev.io customers for new notes in Salesforce
Add notes to Rev.io customers for new notes in SalesforcepremiumReceive Slack notifications when Rev.io request statuses have been updated
Receive Slack notifications when Rev.io request statuses have been updatedAdd new payments received through Rev.io as rows in Google Sheets
Add new payments received through Rev.io as rows in Google Sheets
- New BillTriggers when a new bill is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- New OrderTriggers when a new order is created.Trigger
- New ProductTriggers when a new product is created.Trigger
- New RequestTriggers when a new request is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- New TicketTriggers when a new ticket is created.Trigger
- Rev.io
Triggers when a the status of an order changes.
Instant
Trigger
- Rev.io
Triggers when a new payment is received.
Scheduled
Trigger
- Rev.io
Triggers when a request is approved.
Instant
Trigger
- Rev.io
Triggers when a request is assigned.
Instant
Trigger
- Rev.io
Triggers when the status of a request is updated.
Scheduled
Trigger
- Rev.io
Triggers when a task is canceled.
Instant
Trigger
- Rev.io
Triggers when a task is completed.
Instant
Trigger
- Rev.io
Triggers when information on the customer's profile is updated.
Scheduled
Trigger
- Rev.io
Triggers when a task is updated.
Instant
Trigger
- Rev.io
Triggers when a ticket is updated.
Instant
Trigger
- Rev.io
Creates a contact associated to a customer.
Scheduled
Action
- Rev.io
Downloads a Bill PDF.
Scheduled
Action
- Rev.io
Downloads a Bill XML.
Scheduled
Action
- Rev.io
Downloads a Request PDF.
Scheduled
Action
- Rev.io
Creates a customer note.
Scheduled
Action
- Rev.io
Updates a contacts.
Scheduled
Action
- Rev.io
Updates a customer.
Scheduled
Action
- Rev.io
Update an order.
Scheduled
Action
- Rev.io
Updates a task.
Scheduled
Action
- Rev.io
Updates a ticket.
Scheduled
Action
- Rev.io
Upload a file or attachment.
Scheduled
Action
- Rev.io
Finds a customer by name, account number or customer id.
Scheduled
Action
- Rev.io
Finds a bill by bill id or customer id.
Scheduled
Action
- Rev.io
Finds a contact by contact id or customer id.
Scheduled
Action
- Rev.io
Finds an order by order id, customer id, or request id.
Scheduled
Action
- Rev.io
Finds a report by report id.
Scheduled
Action
- Rev.io
Finds a request by request ID or customer ID.
Scheduled
Action
- Rev.io
Finds a request template by name or request template id.
Scheduled
Action
- Rev.io
Finds a service by number (primary identifier) or customer id.
Scheduled
Action
- Rev.io
Finds a task by task id, customer id, or request id.
Scheduled
Action
- Rev.io
Finds a Ticket by Ticket ID or Customer ID.
Scheduled
Action
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