Rev.io’s commitment to help service providers stay lean and grow revenue efficiently has greatly influenced our approach to integration options throughout 2018 and into 2019. We’re always looking for new ways to enhance our usage-rating and billing system. That is why we are extremely excited to announce our public launch on the Zapier platform. Zapier is a tool that allows you to automate tasks and save time by connecting apps you use every day. Using Zapier’s extensive platform, you can connect Rev.io to 1,000+ apps with the click of a button!
To automate workflows, you set up “Zaps” on Zapier’s platform that connect Rev.io with another available app, like Salesforce or ConnectWise Manage. A Zap is simply a series of steps that are configured to automate processes like adding a contact to a Customer Account in Rev.io when a contact is added to that Customer Account in Salesforce. You can also configure multi-step Zaps that allow you to link multiple apps together. Our task automation app comes with pre-configured templates for “plug and play” ease of use!
Today, Rev.io’s app will offer 4 Triggers, 1 Search, and 2 Actions. Triggers, Searches, and Actions (TSAs) are Zapier’s terms for the work the platform performs. From the Zapier Terminology guide, “A Trigger is the event that starts a Zap… An Action is an event a Zap performs…” and search is a search performed inside the Rev.io app. We’re expecting to expand Rev.io’s list of Zaps throughout this year, but you can always access the most updated list of TSAs on the Rev.io app.
If you need more help with a Zap, take a look at our on-demand webinar recording, or check out the multitude of Zapier related resources:
You can get started today by logging into Rev.io and navigating to the user menu in the top right where you will see our newly embedded Zapier Widget or going straight to Zapier’s website to setup a Zap! That’s right, you can access our Zapier Widget directly from Rev.io’s usage-rating and billing system.
Ready to get started? Check out our on-demand webinar recording for a tour of Rev.io’s zaps and functionality. Not a client or partner yet? Contact Rev.io to learn more about our usage-rating and billing engine with integrated customer management, tax calculation, workflow processes, device inventory, custom quoting!
Take a 30-minute tour of the Rev.io platform and see how it can be customized to your business’s unique needs. One of our team members will reach out to schedule the call with you.