Connect Rev.io to Autotask and automate any workflow
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Zapier makes it easy to integrate Rev.io with Autotask - no code necessary. See how you can get setup in minutes.
Select a trigger from Rev.io
Setup an action from Autotask
That’s it! You just connected Rev.io to Autotask
Connect Rev.io and Autotask to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Bill
Triggers when a new bill is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new task is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Order Status Changed
Triggers when a the status of an order changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Request Approved
Triggers when a request is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed
Triggers when a task is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Updated
Triggers when a task is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - CustomerRequired
- Contact NameRequired
- Title
- Email Address
- Fax Number
- Mobile/Cell Number
- Company Name
- Contact Type
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BillRequired
- Download Full Bill?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CustomerRequired
- SubjectRequired
- BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent Customer
- CustomerRequired
- Account_number
- Email Address
- Is this a Parent Customer?
- Registration_code
- Security_pin
- Source
- Status
- Auto Debit Enabled
- Auto Debit Day
- Auto Debit Payment Account ID
- Amount_due
- Amount_overdue
- Bill_profile_id
- Bill_method
- Balance
- Balance_limit
- Balance_limit_enabled
- Company Name
- Contact Type
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
- SubjectRequired
- Message
- Complete
- Canceled
- CustomerRequired
- Request
- Order
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FileRequired
- File_name
- Description
- CustomerRequired
- Order
- Request
- File_type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Bill ID
- CustomerRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Order
- CustomerRequired
- Request
ActionThis is an event a Zap performs.SearchFind existing data in your app- Request
- CustomerRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Number
- CustomerRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TicketRequired
- CustomerRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company
- Assigned To Resource ID
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Contact
Triggers when a new contact is found.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Project
Triggers when a new Project is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Service Call
Triggers when a new service call is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Create Company To-Do
Creates a new Company To-Do.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact NameRequired
- Submitter IDRequired
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)Required
- Status
- Submit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- QuoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TicketRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account ID
- Account Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Company
ActionThis is an event a Zap performs.SearchFind existing data in your app- Opportunity Title
- Opportunity ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- BillRequired
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
ActionThis is an event a Zap performs.SearchFind existing data in your app- Currency IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Company Name
- Company
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Order
Triggers when a new order is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Request
Triggers when a new request is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Ticket
Triggers when a new ticket is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Payment
Triggers when a new payment is received.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Request Assigned
Triggers when a request is assigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Canceled
Triggers when a task is canceled.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Customer Profile Updated
Triggers when information on the customer's profile is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Ticket Updated
Triggers when a ticket is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - BillRequired
- Download Full Bill?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BillRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- CustomerRequired
- Contact NameRequired
- Title
- Email Address
- Fax Number
- Mobile/Cell Number
- Company Name
- Contact Type
- Comments
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BillRequired
- Status
- Order_type
- CustomerRequired
- Pon
- Request
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TicketRequired
- Description
- Status
- Resolution
- CustomerRequired
- Contact_name
- Contact_phone
- Contact_email
- Custom_status
- Due_date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact NameRequired
- Account_number
- CustomerRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ContactRequired
- CustomerRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Report ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Contact NameRequired
- Request Template ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- TaskRequired
- CustomerRequired
- Request
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Invoice
Triggers when a new invoice is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Task
Triggers when a new Task is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Time Entry
Triggers when a new time entry is found.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Updated Quote
Triggers when a quote is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Create Company
Creates a company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Ticket Note
Creates a ticket note.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Article CategoryRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Opportunity
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TaskRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Api_docs_info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BillRequired
- Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- BillRequired
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your app- QuoteName
- QuoteRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Country IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Resource IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app