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Integrate Rev.io with Docusign to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Rev.io with Docusign - no code necessary. See how you can get setup in minutes.

Select a trigger from Rev.io

A trigger is an event that starts your Zap and runs the workflow. For example, with Rev.io, a trigger could be "New Bill."

A trigger is the event that kicks off your automated workflow.

Setup an action from Docusign

An action is what takes place after the automation is triggered. For example, with Docusign, the action could be "Send Envelope Using Document."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Rev.io to Docusign

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Rev.io to Docusign integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Rev.io and Docusign 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.

Automate your lead management and improve conversions

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Rev.io and Docusign to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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.
Trigger
Instant
Try It
New Customer
Triggers when a new customer is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new product is created.
Trigger
Scheduled
Try It
New Task
Triggers when a new task is created.
Trigger
Scheduled
Try It
Order Status Changed
Triggers when a the status of an order changes.
Trigger
Instant
Try It

Request Approved
Triggers when a request is approved.
Trigger
Instant
Try It
- Status
Trigger
Scheduled
Try It

Task Completed
Triggers when a task is completed.
Trigger
Instant
Try It
Task Updated
Triggers when a task is updated.
Trigger
Instant
Try It
- Customer
  Required
- Contact Name
  Required
- Title
- Email Address
- Fax Number
- Mobile/Cell Number
- Company Name
- Contact Type
- Comments
Action
Write
- Bill
  Required
- Download Full Bill?
Action
Write
- Customer
  Required
- Subject
  Required
- Body
  Required
Action
Write
- Parent Customer
- Customer
  Required
- 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
Action
Write
- Task
  Required
- Subject
  Required
- Message
- Complete
- Canceled
- Customer
  Required
- Request
- Order
Action
Write
- File
  Required
- File_name
- Description
- Customer
  Required
- Order
- Request
- File_type
Action
Write
- Bill ID
- Customer
  Required
Action
Search
- Order
- Customer
  Required
- Request
Action
Search
- Request
- Customer
  Required
Action
Search
- Number
- Customer
  Required
Action
Search
- Ticket
  Required
- Customer
  Required
Action
Search
New Folder
Triggers when a new folder is created.
Trigger
Scheduled
Try It
- Template ID
- Brand ID
- Email Subject
- Email Body
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
  Required
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
New Request
Triggers when a new request is created.
Trigger
Instant
Try It
New Ticket
Triggers when a new ticket is created.
Trigger
Scheduled
Try It
New Payment
Triggers when a new payment is received.
Trigger
Scheduled
Try It
Request Assigned
Triggers when a request is assigned.
Trigger
Instant
Try It
Task Canceled
Triggers when a task is canceled.
Trigger
Instant
Try It
Customer Profile Updated
Triggers when information on the customer's profile is updated.
Trigger
Scheduled
Try It
Ticket Updated
Triggers when a ticket is updated.
Trigger
Instant
Try It
- Bill
  Required
- Download Full Bill?
Action
Write
- Bill
  Required
Action
Write
- Contact
  Required
- Customer
  Required
- Contact Name
  Required
- Title
- Email Address
- Fax Number
- Mobile/Cell Number
- Company Name
- Contact Type
- Comments
Action
Write
- Bill
  Required
- Status
- Order_type
- Customer
  Required
- Pon
- Request
Action
Write
- Ticket
  Required
- Description
- Status
- Resolution
- Customer
  Required
- Contact_name
- Contact_phone
- Contact_email
- Custom_status
- Due_date
Action
Write
- Contact Name
  Required
- Account_number
- Customer
  Required
Action
Search
- Contact
  Required
- Customer
  Required
Action
Search
- Report ID
Action
Search
- Contact Name
  Required
- Request Template ID
Action
Search
- Task
  Required
- Customer
  Required
- Request
Action
Search
- Status
- Add certificate of completion?
- Download form data?
Trigger
Scheduled
Try It
- Brand ID
- Email Subject
- Email Body
Action
Write
- Apply template ID?
- Email Subject
- Email Body
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write

Automate Docusign: get inspired on the Zapier blog

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.

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Payment Processing

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

Learn more Help

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Signatures

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