Revv Documents

The Revv Documents modules allow you to monitor, create, update, send, retrieve, list, and delete the contacts, documents, folders, and websites in your Revv Documents account.

Getting Started with Revv Documents

Prerequisites

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Revv Documents to Integromat

To connect your Revv Documents account to Integromat you need to obtain the Client ID and Client Secret from your Revv Documents account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your Revv Document account.

2. Click Settings > Revv API > Add OAuth application. Enter a name for the oAuth application.

3. Enter the Redirect URI as https://www.integromat.com/oauth/cb/revv-documents and click Create.

4. Copy the Client ID and Client Secret values to a safe place.

5. Go to Integromat and open the Revv Document module's Create a connection dialog.

6. In the Connection name field, enter a name for the documentation.

7. In the Subdomain field, enter your account's domain. For example, if your account's URL address is https:xyz.revv.so then your subdomain is xyz.

8. In the Client ID and Client Secret fields, enter the details copied in step 4.

9. Confirm the access by clicking Authorize.

The connection has been established.

Documents

You do not have to add the webhooks in the Revv Documents as it is automatically done for you once you add and save an instant trigger module to your scenario.

Wath Document Stage Changed 

Triggers when the document stage has been changed.

Webhook NameEnter a name for the webhook.
ConnectionEstablish a connection to your Revv Documents account.

Watch Document Signed by All Signers

Triggers when a document has been signed by all signers.

Webhook NameEnter a name for the webhook.
ConnectionEstablish a connection to your Revv Documents account.

List Documents

Retrieves a list of documents.

ConnectionEstablish a connection to your Revv Documents account.
Sort by Document NumberSelect the checkbox to sort documents by document number
LimitSet the maximum number of documents Integromat should return during one scenario execution cycle.

Search Document Activities

Searches for document activities.

ConnectionEstablish a connection to your Revv Documents account.
Document IDSelect or map the Document ID whose activities you want to sort.
BeforeEnter (map) the date to search the document activities that were occurred on or before the specified date.
AfterEnter (map) the date to search the document activities that were occurred on or after the specified date.
LimitSet the maximum number of activities Integromat should return during one scenario execution cycle.

Get a Document

Retrieves a document.

ConnectionEstablish a connection to your Revv Documents account.
Document IDSelect or map the Document ID whose details you want to retrieve.

Create a Document

Creates a new document.

ConnectionEstablish a connection to your Revv Documents account.
Template IDSelect or map the Template ID for the document.
TitleEnter (map) a name for the document.
Folder IDSelect or map the Folder ID in which you want to create the document.

Clone a Document

Clones a document.

ConnectionEstablish a connection to your Revv Documents account.
Document IDSelect or map the Document ID you want to clone

Folders

List Folders

Retrieves a list of folders.

ConnectionEstablish a connection to your Revv Documents account.
LimitSet the maximum number of folders Integromat should return during one scenario execution cycle.

Create a Folder

Creates a new folder in the main folder.

ConnectionEstablish a connection to your Revv Documents account.
NameEnter (map) a name for the folder.

Move Folders

Moves selected folder into a folder.

ConnectionEstablish a connection to your Revv Documents account.
Folder IDSelect or map the Folder IDs which you want to move.
To Folder IDSelect or map the Folder ID to which you want to move the above folders.

Delete Folders

Deletes select folders.

ConnectionEstablish a connection to your Revv Documents account.
Folder IDSelect or map the Folder IDs which you want to delete.

Contacts

List Contacts

Retrieves a list of contacts.

ConnectionEstablish a connection to your Revv Documents account.
LimitSet the maximum number of contacts Integromat should return during one scenario execution cycle.

Create a Contact

Creates a new contact.

ConnectionEstablish a connection to your Revv Documents account.
NameEnter (map) the contact's name.
EmailEnter (map) the contact's email address.
TitleEnter (map) the contact title. 
DescriptionEnter (map) the contact details
NotesEnter (map) the additional information about the contact.
PhoneEnter (map) the contact's phone number.
LinkedInEnter (map) the contact's LinkedIn account details.
InstagramEnter (map) the contact's Instagram account details.
TwitterEnter (map) the contact's Twitter account details.

Get a Contact

Retrieves a contact.

ConnectionEstablish a connection to your Revv Documents account.
Contact IDSelect or map the Contact ID whose details you want to retrieve.

Update a Contact

Updates a contact.

ConnectionEstablish a connection to your Revv Documents account.
Select bySelect or map the option to choose the contact whose details you want to update:
  • By Email
  • By ID
Contact EmailSelect or map the contact's email address whose details you want to update.
Contact IDSelect or map the contact ID whose details you want to update.
NameEnter (map) the contact's name.
TitleEnter (map) the contact's title. For example, Mr.
DescriptionEnter (map) the contact's details.
NotesEnter (map) the additional information about the contact.
Phone Enter (map) the contact's phone number.
LinkedInEnter (map) the contact's LinkedIn account details.
InstagramEnter (map) the contact's Instagram account details.
TwitterEnter (map) the contact's Twitter account details.

Delete a Contact

Deletes a contact.

ConnectionEstablish a connection to your Revv Documents account.
Contact IDSelect or map the Contact ID you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

ConnectionEstablish a connection to your Revv Documents account.
URL

Enter a path relative tohttps://<subdomain>.revv.so  For example: /build/api/docs 

For the list of available endpoints, refer to the Revv Documents API Documentation.

Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

HeadersEnter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query StringEnter the request query string.
BodyEnter the body content for your API call.

Example of Use - List Folders

The following API call returns all the folders from your Revv Documents account:

URL:
/build/api/folders 

Method:
GET

Matches of the search can be found in the module's Output under Bundle > Body
In our example, 3 folders were returned:


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