Rev.io + Salesforce

Rev.io + Salesforce integrations

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.

When this happens...
New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerPolling
automatically do this!
Add Note to CustomerCreates a customer note.
ActionWrite

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More things you can do with Salesforce and Rev.io

Discover other triggers and actions you can use with Salesforce and Rev.io

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Customer
Triggers when a new customer is created.
Trigger
Polling
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New Product
Triggers when a new product is created.
Trigger
Polling
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New Task
Triggers when a new task is created.
Trigger
Polling
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Order Status Changed
Triggers when a the status of an order changes.
Trigger
Instant
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Request Approved
Triggers when a request is approved.
Trigger
Instant
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- Status
Trigger
Polling
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Task Completed
Triggers when a task is completed.
Trigger
Instant
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Task Updated
Triggers when a task is updated.
Trigger
Instant
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- Customer
  Required
- Contact Name
  Required
- Title
- Email Address
- Fax Number
- Mobile/Cell Number
- Company Name
- Contact Type
- Comments
Action
Write
- Bill
  Required
- Download Full Bill?
Action
Write
- Customer
  Required
- Subject
  Required
- Body
  Required
Action
Write
- Parent Customer
- Customer
  Required
- Account_number
- Email
- Is this a Parent Customer?
- Registration_code
- Security_pin
- Source
- Status
- Auto Debit Enabled
- Auto Debit Day
- Auto Debit Payment Account ID
- Amount_due
- Amount_overdue
- Bill_profile_id
- Bill_method
- Balance
- Balance_limit
- Balance_limit_enabled
- Company Name
- Contact Type
- Comments
Action
Write
- Task
  Required
- Subject
- Message
- Complete
- Canceled
- Customer
- Request
- Order
Action
Write
- File
  Required
- File_name
- Description
- Customer
- Order
- Request
- File_type
Action
Write
- Bill ID
- Customer
Action
Search
- Order ID
- Customer ID
- Request ID
Action
Search
- Request ID
- Customer ID
Action
Search
- Number
- Customer ID
Action
Search
- Ticket ID
- Customer ID
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
New Ticket
Triggers when a new ticket is created.
Trigger
Polling
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New Payment
Triggers when a new payment is received.
Trigger
Polling
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Request Assigned
Triggers when a request is assigned.
Trigger
Instant
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Task Canceled
Triggers when a task is canceled.
Trigger
Instant
Try It
Customer Profile Updated
Triggers when information on the customer's profile is updated.
Trigger
Polling
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Ticket Updated
Triggers when a ticket is updated.
Trigger
Instant
Try It
- Bill
  Required
- Download Full Bill?
Action
Write
- Request
  Required
Action
Write
- Contact
  Required
- Customer
- Contact Name
- Title
- Email Address
- Fax Number
- Mobile/Cell Number
- Company Name
- Contact Type
- Comments
Action
Write
- Id
  Required
- Status
- Order_type
- Customer
- Pon
- Request
Action
Write
- Ticket
  Required
- Description
- Status
- Resolution
- Customer
- Contact_name
- Contact_phone
- Contact_email
- Custom_status
- Due_date
Action
Write
- Name
- Account Number
- Customer ID
Action
Search
- Contact ID
- Customer ID
Action
Search
- Report ID
Action
Search
- Name
- Request Template ID
Action
Search
- Task ID
- Customer ID
- Request ID
Action
Search

About Rev.io

Rev.io is an IoT billing platform with the tools needed to accurately manage billing from quote-to-cash. Save time by leveraging existing integrations with your applications and processes, so you can focus on long-term growth.

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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CRM (Customer Relationship Management)

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