Use RevvSales' Integrations with Zapier
  • 07 Sep 2020
  • 2 Minutes To Read
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Use RevvSales' Integrations with Zapier

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

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

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

Note: RevvSales app is moved from invite only phase to Beta phase. Users can discover it on zapier app directory. Please contact RevvSales support if you have questions.

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

  1. Click the link: https://zapier.com/developer/public-invite/112621/664d686c3df5fa42940e4cfb1c1e30c1/

    RevvSales Zapier Integration

  2. Click Accept Invite & Build a Zap.
  3. Choose your account which you are using with RevvSales to continue to Zapier.
  4. On the Zapier page, click Create zap.
  5. On the Choose your app section, search, and select RevvSales.

    RevvSales integration with Zapier
  6. Click Continue.

    RevvSales Zapier Integration
  7. On the Allow Zapier to access your RevvSales account page, enter the API key RevvSales generates for you. You need to generate an API key in RevvSales and provide it to Zapier during the connection setting process.

    RevvSales Zapier API

Generating API Key

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

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

    RevvSales Zapier Integration Settings

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

    RevvSales_API Key

    Click Copy key and paste the key in the Zapier API key page during the account connection process. (Given above)

    Your RevvSales account is configured with Zapier. Now, you can create zaps and connect apps with RevvSales.

    Refer to Zapier documentation for instructions on how to create zaps.

Supported Actions and Triggers

Actions

RevvSales supports 2 actions; Based on a third-party apps' triggers, action will occur in RevvSales.

Create an opportunity

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

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

Create Contact

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

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

Triggers

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

Document Signed

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

Example:  If a document is signed by all parties in RevvSales, 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, an 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 RevvSales, a notification will be automatically sent to a chat channel in Google Chat.

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