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Automate Tasks to Simplify Workflows with Rev.io on Zapier

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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!

Now, you can save time and automate processes by using Zapier to connect Rev.io with 1,000+ apps.

What’s a Zap And How Do I Use It?

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 app comes with pre-configured templates for “plug and play” ease of use!

What can I do with Rev.io’s Zaps?

What Does Rev.io’s App Do Today?

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.

Currently, Rev.io’s Zapier app will offer:

Triggers

  • New Customer
  • Request Status Changed
  • New Payment
  • Customer Profile Updated

Search(es)

  • Find Customer

Actions

  • Add Note to Customer
  • Add Contact to Customer

Where Can I Learn More About Zapier And Rev.io’s Zaps?

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.

Access Zapier through 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? Get in touch with us to learn more about Rev.io’s usage-rating and billing engine with integrated customer management, tax calculation, workflow processes, device inventory, custom quoting!

Leverage Rev.io’s New Webhook Framework to Streamline and Enhance Integration

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Rev.io’s commitment to help service providers stay lean and grow revenue efficiently has influenced our theme of Promoting Partnership this year. As part of our Promoting Partnership theme, we’re focused on making it easy for clients to build new integrations. That’s why we’re excited to announce the latest enhancement to our REST API platform – webhooks! Now you might be asking: what is a webhook?

A webhook is a feature that allows external users to subscribe to “events” that occur in Rev.io’s billing software, so users can be notified of that event and take action. You can think of it like setting a timer when you bake – instead of constantly having to check the bread in the oven periodically (a traditional API integration where one system “polls” another constantly) the timer goes off notifying you that the bread is ready for you to take the next step!

Rev.io announces the newest enhancement to their usage-based billing system and REST API platform – webhooks!

Already in 2018, we have been thrilled with the adoption rate of our REST API and we know that adding webhooks will help drive deeper, more robust integrations across various platforms. Now, clients using our communications billing software can utilize our REST API platform to build new integrations and save time.

CARING FOR EMPLOYEES, CLIENTS, AND THE COMMUNITY DELIVERS NEW FEATURES

After releasing our REST API and new developer portal earlier in 2018, Rev.io recruited a number of clients to participate on our first ever API “Accelerator Program.” Throughout the program (which took place in Q2 2018), we worked with clients to help them get new integration projects up and running while gathering their feedback about future enhancements.

Throughout the quarter-long accelerator program we heard extensively from our clients about the desire for a webhook framework to ease integration, reduce resource consumption, and deepen integration experiences – and we listened! Not only did we prioritize the webhooks feature because of client feedback, but we also began the third quarter project by surveying accelerator program participants, along with a number of other clients, to help us determine what key webhook events would help them most.

current and future webhooks enhancements

Now, you might want to know, what’s available at launch and what features are upcoming in the future? Well we’re excited to say we have 8 webhook events available today!

Here’s the list of webhook events currently available to Rev.io clients:

  • Bill Created
  • Charge Created
  • Credit Created
  • Monthly Recurring Charges (MRCs) Posted
  • Order Created
  • Order Status Changed
  • Payment Created
  • Rating Completed

Not only that, but Rev.io exists to help our communications and IoT clients grow revenue efficiently. So as you can imagine, we’re not stopping here! Now that the webhook framework is in place with our initial launch events, we are looking for additional feedback and ideas on new webhook events that we can add to help your integration needs. You can share feedback and suggestions on new webhook events using the Rev.io Ideas forum with the REST API Idea category.

Not a client or partner yet? Contact Rev.io to learn more about our rating engine, usage-based billing, workflow processes, device inventory, and customer management platform!

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