What you can automate

When new Contact in Rev.io, find or create contact in Salesflare.

When new Customer in Rev.io, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Order in Rev.io, create opportunity, then find or create contact in Salesflare.

When new Task in Rev.io, create task in Salesflare.

When new Ticket in Rev.io, create task in Salesflare.

When order Status Changed in Rev.io, create opportunity, then find or create contact in Salesflare.

About Rev.io

Rev.io is an IoT billing platform with the tools needed to accurately manage billing from quote-to-cash. Save time by leveraging existing integrations with your applications and processes, so you can focus on long-term growth.

Rev.io operations on Zapier

Triggers (18)

Start a workflow when this happens

Customer Profile Updated — Triggers when information on the customer's profile is updated.
New Bill — Triggers when a new bill is created.
New Contact — Triggers when a new contact is created.
New Customer — Triggers when a new customer is created.
New Order — Triggers when a new order is created.

Show 13 more triggers

New Payment — Triggers when a new payment is received.
New Product — Triggers when a new product is created.
New Request — Triggers when a new request is created.
New Task — Triggers when a new task is created.
New Ticket — Triggers when a new ticket is created.
Order Status Changed — Triggers when a the status of an order changes.
Request Approved — Triggers when a request is approved.
Request Assigned — Triggers when a request is assigned.
Request Status Changed — Triggers when the status of a request is updated.
Task Canceled — Triggers when a task is canceled.
Task Completed — Triggers when a task is completed.
Task Updated — Triggers when a task is updated.
Ticket Updated — Triggers when a ticket is updated.

Actions (11)

Things Salesflare can make it do

Add Contact to Customer — Creates a contact associated to a customer.
Add Note to Customer — Creates a customer note.
Download Bill PDF — Downloads a Bill PDF.
Download Bill XML — Downloads a Bill XML.
Download Request PDF — Downloads a Request PDF.

Show 6 more actions

Update Contact — Updates a contacts.
Update Customer — Updates a customer.
Update Order — Update an order.
Update Task — Updates a task.
Update Ticket — Updates a ticket.
Upload File/Attachment — Upload a file or attachment.

Searches (10)

Look up existing records

Find a Bill — Finds a bill by bill id or customer id.
Find a Contact — Finds a contact by contact id or customer id.
Find a Customer — Finds a customer by name, account number or customer id.
Find a Order — Finds an order by order id, customer id, or request id.
Find a Report — Finds a report by report id.

Show 5 more searches

Find a Request — Finds a request by request ID or customer ID.
Find a Request Template — Finds a request template by name or request template id.
Find a Service — Finds a service by number (primary identifier) or customer id.
Find a Task — Finds a task by task id, customer id, or request id.
Find a Ticket — Finds a Ticket by Ticket ID or Customer ID.

Rev.io and Salesflare

How to connect Rev.io