Connect Revv Documents to Clientary and automate any workflow

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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 Revv Documents with Clientary - no code necessary. See how you can get setup in minutes.

Select a trigger from Revv Documents

A trigger is an event that starts your Zap and runs the workflow. For example, with Revv Documents, a trigger could be "Document Accepted."

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

Setup an action from Clientary

An action is what takes place after the automation is triggered. For example, with Clientary, the action could be "Client."

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

That’s it! You just connected Revv Documents to Clientary

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.

Connect Revv Documents and Clientary 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.

Connect Revv Documents and Clientary 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

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.

Document Accepted
Triggers when the document is accepted
Trigger
Instant
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Document Signed
Triggers when a document is signed by all signees.
Trigger
Instant
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- Unique Identifier
  Required
- Contact Name
  Required
- Email
  Required
- Expected Deal Size
- Phone
- Title
- Type
- LinkedIn
- Twitter
- Instagram
- Notes
Action
Write
- Unique Identifier
  Required
- Contact Name
  Required
- Opportunity Stage
- Expected Close Date
- Expected Deal Size
- Email
  Required
Action
Write
- Choose folder
- Choose template
  Required
- Document name
  Required
Action
Write

- Note
- Choose folder
  Required
- Number of collaborators
  Required
Action
Write
New Expense
A new expense in Clientary.
Trigger
Scheduled
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New Payment
Triggers when a new payment is added to your Clientary account.
Trigger
Scheduled
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New Staff
Triggers when a new staff member is added!
Trigger
Scheduled
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New Invoice
A new invoice is created in Clientary.
Trigger
Scheduled
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New Estimate
Triggered when a new estimate is created in Clientary.
Trigger
Scheduled
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- Expense Amount
  Required
Action
Write
- Invoice Client
- Currency Code
  Required
- Due Date
  Required
- Date
  Required
- Line Item Price
  Required
- Line Item Quantity
  Required
- Line Item Description
  Required
- Line Item Taxable?
Action
Write
- Title
  Required
- Completed
- Assignee
- Project
Action
Write

Document Stage Changed
Triggers when a document stage changes from Draft to Sent or Signed.
Trigger
Instant
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- Choose folder
- Choose template
  Required
- Document name
  Required
- No. of acceptors
  Required
Action
Write
- Choose folder
- Document name
  Required
- Choose template
  Required
Action
Write
- Note
- Choose folder
- Choose template
  Required
- Document name
  Required
Action
Write
- Document ID
  Required
- Number of collaborators
  Required
Action
Write
New Contact
An individual contact within Clientary.
Trigger
Scheduled
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New Lead
Triggered when a new lead is created in Clientary.
Trigger
Scheduled
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New Project
Triggered when a new project is created in Clientary.
Trigger
Scheduled
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New Task
Triggers when a new task is added to your Clientary account.
Trigger
Scheduled
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New Client
Triggered when a new client is created in Clientary.
Trigger
Scheduled
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- Client Name
  Required
- Number
- Website
- Description
- Country
- Street Address
- Street Address (2nd Line)
- City
- State
- Zip Code
Action
Write
- Client
- Currency Code
  Required
- Line Item Price
  Required
- Line Item Quantity
  Required
- Title
- Line Item Taxable?
- Estimate Subject
- Note
Action
Write
- Lead Name
  Required
- Lead Contact Name
  Required
- Lead Contact Email
- Phone
- Lead Value
Action
Write

About Revv Documents

Revv Documents is intended for individuals and teams looking to automate everyday paperwork accurately and smartly, all-in-one tool. Use Revv Documents to manage proposals, quotes, contracts and agreements.

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Documents

About Clientary

Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.

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