Use Revv's integration with Zapier

Zapier connects Revv with apps you use every day using triggers and actions to automate work between Revv and other apps. For example, when there's a new opportunity in SalesForce (trigger), you can automatically create the opportunity in Revv using Zapier. Similarly, if there is a document signed in Revv, a notification can be sent to a chat channel in Slack automatically.

The Zapier integration requires a Zapier account, and other apps you want Revv to connect to.

You can use the following link and configure your Revv account in Zapier.

To configure your Revv account in Zapier, do the following:

1. Choose your account which you are using with Revv to continue to Zapier.
2. On the Zapier page, click Create zap.
3. On the Choose your app section, search, and select Revv Documents.
   
   
4. Choose Action or Trigger.
   
   
5. Click Continue
6. On the Allow Zapier to access your Revv account page, enter the API key Revv generates for you.You need to generate an API key in Revv and provide it to Zapier during the connection setting process.
   
   

Generating API Key

You will need an API key to allow Zapier to access your Revv account. To generate API Key:

1. Launch Revv, and click Settings on the left pane of the page.
2. On the Settings page, click Integrations.
   
   
   

3. On the Integration Settings page, click Generate the API Key.

4. Click the Copy key and paste the key in the Zapier API key pageduring the account connection process. (Given above)
   
   Your Revv account is configured with Zapier. Now, you can create zaps and connect apps with Revv.
   
   Refer to Zapier documentation for instructions on how to create zaps.

Supported Actions and Triggers

Actions

Revv supports 3 actions; Based on third-party apps' triggers, action will occur in Revv.

Create an opportunity

Based on a trigger in a third-party application, a new opportunity folder is created in Revv automatically.

Example: When there is a new opportunity created in Salesforce (trigger), a new opportunity folder with the same name is created in Revv using Zapier. 

Create Contact

Based on a trigger in a third-party application, a new contact folder is created in Revv automatically.

Example: When there is a new contact is created in Zoho (trigger), a new contact folder with the same name is created in Revv using Zapier.

Create Document

Based on a trigger in a third party application, a new document is created in a designated folder in Revv

Example: When there is a new contact name in Google sheets, a new document is created in Revv corresponding to that contact using Zapier

Triggers

Revv supports specific triggers; Based on Revv triggers, and action will occur in a third-party application.

Document Signed

When a document is signed by all the signers in Revv, action will occur in a third-party application. Document Signed is the trigger here.

Example:  If a document is signed by all parties in Revv, the signed pdf will be automatically stored in G-Drive

Document Stage Changed

When a document stage changes from Draft to Sent for e-Signature or Signed, action will occur in a third-party application. Document Stage Changed to Sent or Signed is the trigger here.

Example:  When a document is sent for e-Signature in Revv, a notification will be automatically sent to a chat channel in Google Chat.