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How Zapier works

Zapier makes it easy to integrate Revv Documents with involve.me - 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 involve.me

An action is what takes place after the automation is triggered.
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Revv Documents to involve.me

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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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Make work flow with AI

Level up your Revv Documents to involve.me 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 Revv Documents and involve.me 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.
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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.

  • Revv Documents triggers, actions, and search
    Document Accepted

    Triggers when the document is accepted

    Trigger
    Instant
    Try It
  • Revv Documents triggers, actions, and search
    Document Signed

    Triggers when a document is signed by all signees.

    Trigger
    Instant
    Try It
    • 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

Learn how to automate Revv Documents on the Zapier blog

Learn how to automate involve.me on the Zapier blog

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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.
Related categories
  • Documents
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involveme logo
About involve.me
involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
Learn more
Related categories
  • Forms & Surveys
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