Rev.io + Salesforce
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.
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.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Add Note to CustomerCreates a customer note.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Path after /services/apexrest/Required
HTTP methodRequired
Query parameters
Extra headers
Request body
Timeout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FlowRequired
Manual flow input parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Query TypeRequired
Include Deleted Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Request
Triggers when a new request is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Ticket
Triggers when a new ticket is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Payment
Triggers when a new payment is received.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRequest Assigned
Triggers when a request is assigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Canceled
Triggers when a task is canceled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Profile Updated
Triggers when information on the customer's profile is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planTicket Updated
Triggers when a ticket is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.BillRequired
Download Full Bill?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.RequestRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
Customer
Contact Name
Title
Email Address
Fax Number
Mobile/Cell Number
Company Name
Contact Type
Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Status
Order Type
Customer
Pon
Request
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TicketRequired
Description
Status
Resolution
Customer
Contact Name
Contact Phone
Contact Email
Custom Status
Due Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Account Number
Customer ID
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ID
Customer ID
ActionThis is an event a Zap performs.SearchFind existing data in your appReport ID
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Request Template ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTask ID
Customer ID
Request ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ReportRequired
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planOrder Status Changed
Triggers when a the status of an order changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Request Approved
Triggers when a request is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Completed
Triggers when a task is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Updated
Triggers when a task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CustomerRequired
Contact NameRequired
Title
Email Address
Fax Number
Mobile/Cell Number
Company Name
Contact Type
Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BillRequired
Download Full Bill?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CustomerRequired
SubjectRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent Customer
CustomerRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TaskRequired
Subject
Message
Complete
Canceled
Customer
Request
Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
File Name
Description
Customer
Order
Request
File Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Bill ID
Customer
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder ID
Customer ID
Request ID
ActionThis is an event a Zap performs.SearchFind existing data in your appRequest ID
Customer ID
ActionThis is an event a Zap performs.SearchFind existing data in your appNumber
Customer ID
ActionThis is an event a Zap performs.SearchFind existing data in your appTicket ID
Customer ID
ActionThis is an event a Zap performs.SearchFind existing data in your app
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