Salesflare Salesflare Integrations

Revv Documents and Salesflare

How to connect Revv Documents

Revv Documents operations on Make

Triggers (2)

Start a workflow when this happens

  • Watch Document Signed by All Signers — Triggers when a document has been signed by all signers.
  • Watch Document Stage Changed — Triggers when document stage has been changed.

Actions (15)

Things Salesflare can make it do

  • Clone a Document — Clones a document.
  • Create a Contact — Creates a new contact.
  • Create a Document — Creates a new document.
  • Create a Folder — Creates a new folder in the main folder.
  • Delete Folders — Deletes selected folders.
Show 10 more actions
  • Delete a Contact — Deletes a contact.
  • Get a Contact — Retrieves a contact.
  • Get a Document — Retrieves a document.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Move Folders — Moves selected folders into a folder.
  • Save Document Signatory Details — Saves the details of signatories in the specified document.
  • Send a Document for eSignature — Sends the document for eSign. Internally this also will check whether all the signatory details are filled.
  • Send a Document to Fill and eSign — Assigns fillers and sends the document to fill and eSign.
  • Update Document Signatories — Updates a details of the specified signatories in the document.
  • Update a Contact — Updates a contact.

Searches (4)

Look up existing records

  • List Contacts — Retrieves a list of contacts.
  • List Documents — Retrieves a list of documents.
  • List Folders — Retrieves a list of folders.
  • Search Document Activities — Searches for document activities.

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