Connect Rev.io to Microsoft Dynamics 365 CRM and automate any workflow
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How Zapier works
Zapier makes it easy to integrate Rev.io with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Select a trigger from Rev.io
Setup an action from Microsoft Dynamics 365 CRM
That’s it! You just connected Rev.io to Microsoft Dynamics 365 CRM
Connect Rev.io and Microsoft Dynamics 365 CRM 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
Connect Rev.io and Microsoft Dynamics 365 CRM 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.
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- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Invoice
Triggers when a new invoice is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Create Campaign
Creates a new campaign.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- BillRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- BillRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- BillRequired
- State
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- BillRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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.- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Campaign_nameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
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- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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 Account
Triggers when a new account is created.
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 created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Customer typeRequired
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Owner
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Custom EntityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- BillRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- BillRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
ActionThis is an event a Zap performs.SearchFind existing data in your app- State
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
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- Info
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
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- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
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