Create integrations between Revv Documents and Clientary to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Document Accepted
Triggers when the document is accepted
Try It - Document Signed
Triggers when a document is signed by all signees.
Try It - Unique IdentifierRequired
- Contact NameRequired
- EmailRequired
- Expected Deal Size
- Phone
- Title
- Type
- LinkedIn
- Twitter
- Instagram
- Notes
- Unique IdentifierRequired
- Contact NameRequired
- Opportunity Stage
- Expected Close Date
- Expected Deal Size
- EmailRequired
- Document Stage Changed
Triggers when a document stage changes from Draft to Sent or Signed.
Try It - Choose folder
- Choose templateRequired
- Document nameRequired
- No. of acceptorsRequired
- Choose folder
- Document nameRequired
- Choose templateRequired
- Note
- Choose folder
- Choose templateRequired
- Document nameRequired
Related categories
Related categories