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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 "Add to Bulk Send List."

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

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

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

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25m

Customers have created over 25 million Zaps on the platform

6 mins

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.

Learn about AI automation

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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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

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.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

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.

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
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
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
Polling
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
Click Declined
Triggers when a recipient declined a clickwrap agreement.
Trigger
Instant
Try It
Envelope Completed
Triggers when an envelope is completed.
Trigger
Instant
Try It
Envelope Created
Triggers when an envelope is created.
Trigger
Instant
Try It
Envelope Deleted
Triggers when an envelope is deleted.
Trigger
Instant
Try It
Envelope Discard
Triggers when an envelope is discarded.
Trigger
Instant
Try It
Envelope Resent
Triggers when an envelope is resent.
Trigger
Instant
Try It
Envelope Voided
Triggers when an envelope is voided.
Trigger
Instant
Try It
Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Trigger
Instant
Try It
New Folder
Triggers when a new folder is created.
Trigger
Polling
Try It
Recipient Autoresponded
Triggers when a recipient’s email account sent an automated response to an envelope notification.
Trigger
Instant
Try It
Recipient Declined
Triggers when a recipient declined to sign.
Trigger
Instant
Try It
Recipient Delivered
Triggers when a recipient viewed the documents through the DocuSign signing website. This event does not signify email or SMS delivery of an envelope.
Trigger
Instant
Try It
Recipient Reassigned
Triggers when a recipient reassigned an envelope.
Trigger
Instant
Try It
Recipient Sent
Triggers when a notification that it's their turn to sign was sent to the recipient.
Trigger
Instant
Try It
SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Deleted
Triggers when a template is deleted.
Trigger
Instant
Try It
- Bulk List ID
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Contact Name
  Required
- Role Name
  Required
- Name
  Required
- Email
  Required
Action
Write
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email Address
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Envelope ID
  Required
Action
Write
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Template
  Required
- Template Name
  Required
- Description
- Email Subject
- Email Blurb
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email Address
- Phone Number
- Recipient Name
- Role Name
  Required
Action
Write
- Api_docs_info
- Apply standard error handling?
  Required
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Additional Request Headers
- Body
  Required
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
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
Polling
Try It
New Payment
Triggers when a new payment is received.
Trigger
Polling
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
Polling
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
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Trigger
Instant
Try It
- Events to Monitor
  Required
Trigger
Instant
Try It
Envelope Corrected
Triggers when an envelope is corrected.
Trigger
Instant
Try It
Envelope Declined
Triggers when an envelope is declined.
Trigger
Instant
Try It
Envelope Delivered
Triggers when an envelope is delivered.
Trigger
Instant
Try It
Envelope Purge
Triggers when an envelope is purged.
Trigger
Instant
Try It
Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
Try It
Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Trigger
Instant
Try It
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Download form data?
Trigger
Polling
Try It
Recipient Authentication Failed
Triggers when a recipient failed an authentication check. If they had multiple attempts to pass a check, they failed all the attempts.
Trigger
Instant
Try It
Recipient Completed
Triggers when a recipient signed or completed their actions for an envelope.
Trigger
Instant
Try It
Recipient Delegated
Triggers when a delegation rule is in place and an envelope is sent to a delegated signer.
Trigger
Instant
Try It
Recipient Marked to Finish Later
Triggers when a recipient selected OTHER ACTIONS > Finish Later for an envelope.
Trigger
Instant
Try It
Recipient Resent
Triggers when an envelope was resent to a specific recipient.
Trigger
Instant
Try It
SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Trigger
Instant
Try It
Template Created
Triggers when a template is created.
Trigger
Instant
Try It
Template Modified
Triggers when a template is modified.
Trigger
Instant
Try It
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Template
  Required
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
Action
Write
- Envelope ID
  Required
- Document ID
  Required
Action
Write
- Template ID
- Brand ID
- Email Subject
- Email Blurb
Action
Write
- Template Name
  Required
Action
Write
- Webform
  Required
- Link Type
  Required
Action
Write
- Bulk List ID
  Required
- Template
  Required
Action
Write
- Envelope ID
  Required
- Void Reason
  Required
Action
Write

Learn how to automate Docusign 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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