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Choose a Trigger
Choose an Action
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Select a trigger from Revv Documents
A trigger is an event that starts your Zap and runs the workflow. For example, with Revv Documents, a trigger could be "Document Accepted."
Setup an action from Code by Zapier
An action is what takes place after the automation is triggered. For example, with Code by Zapier, the action could be "Run Javascript."
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Supported triggers and actions
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.
triggers, actions, or triggers and actions
- Document Accepted
Triggers when the document is accepted
Try ItTriggerInstant - Document Signed
Triggers when a document is signed by all signees.
Try ItTriggerInstant - Unique IdentifierRequired
- Contact NameRequired
- EmailRequired
- Expected Deal Size
- Phone
- Title
- Type
- LinkedIn
- Twitter
- Instagram
- Notes
ActionWrite- Unique IdentifierRequired
- Contact NameRequired
- Opportunity Stage
- Expected Close Date
- Expected Deal Size
- EmailRequired
ActionWrite
- Document Stage Changed
Triggers when a document stage changes from Draft to Sent or Signed.
Try ItTriggerInstant - Choose folder
- Choose templateRequired
- Document nameRequired
- No. of acceptorsRequired
ActionWrite- Choose folder
- Document nameRequired
- Choose templateRequired
ActionWrite- Note
- Choose folder
- Choose templateRequired
- Document nameRequired
ActionWrite
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Related categories
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