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
- A Revv Documents account - create an account at revv.so/signup.
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
Wath Document Stage Changed
Triggers when the document stage has been changed.
| Webhook Name | Enter a name for the webhook. |
| Connection | Establish a connection to your Revv Documents account. |
Watch Document Signed by All Signers
Triggers when a document has been signed by all signers.
| Webhook Name | Enter a name for the webhook. |
| Connection | Establish a connection to your Revv Documents account. |
List Documents
Retrieves a list of documents.
| Connection | Establish a connection to your Revv Documents account. |
| Sort by Document Number | Select the checkbox to sort documents by document number |
| Limit | Set the maximum number of documents Integromat should return during one scenario execution cycle. |
Search Document Activities
Searches for document activities.
| Connection | Establish a connection to your Revv Documents account. |
| Document ID | Select or map the Document ID whose activities you want to sort. |
| Before | Enter (map) the date to search the document activities that were occurred on or before the specified date. |
| After | Enter (map) the date to search the document activities that were occurred on or after the specified date. |
| Limit | Set the maximum number of activities Integromat should return during one scenario execution cycle. |
Get a Document
Retrieves a document.
| Connection | Establish a connection to your Revv Documents account. |
| Document ID | Select or map the Document ID whose details you want to retrieve. |
Create a Document
Creates a new document.
| Connection | Establish a connection to your Revv Documents account. |
| Template ID | Select or map the Template ID for the document. |
| Title | Enter (map) a name for the document. |
| Folder ID | Select or map the Folder ID in which you want to create the document. |
Clone a Document
Clones a document.
| Connection | Establish a connection to your Revv Documents account. |
| Document ID | Select or map the Document ID you want to clone |
Folders
List Folders
Retrieves a list of folders.
| Connection | Establish a connection to your Revv Documents account. |
| Limit | Set the maximum number of folders Integromat should return during one scenario execution cycle. |
Create a Folder
Creates a new folder in the main folder.
| Connection | Establish a connection to your Revv Documents account. |
| Name | Enter (map) a name for the folder. |
Move Folders
Moves selected folder into a folder.
| Connection | Establish a connection to your Revv Documents account. |
| Folder ID | Select or map the Folder IDs which you want to move. |
| To Folder ID | Select or map the Folder ID to which you want to move the above folders. |
Delete Folders
Deletes select folders.
| Connection | Establish a connection to your Revv Documents account. |
| Folder ID | Select or map the Folder IDs which you want to delete. |
Contacts
List Contacts
Retrieves a list of contacts.
| Connection | Establish a connection to your Revv Documents account. |
| Limit | Set the maximum number of contacts Integromat should return during one scenario execution cycle. |
Create a Contact
Creates a new contact.
| Connection | Establish a connection to your Revv Documents account. |
| Name | Enter (map) the contact's name. |
| Enter (map) the contact's email address. | |
| Title | Enter (map) the contact title. |
| Description | Enter (map) the contact details |
| Notes | Enter (map) the additional information about the contact. |
| Phone | Enter (map) the contact's phone number. |
| Enter (map) the contact's LinkedIn account details. | |
| Enter (map) the contact's Instagram account details. | |
| Enter (map) the contact's Twitter account details. |
Get a Contact
Retrieves a contact.
| Connection | Establish a connection to your Revv Documents account. |
| Contact ID | Select or map the Contact ID whose details you want to retrieve. |
Update a Contact
Updates a contact.
| Connection | Establish a connection to your Revv Documents account. |
| Select by | Select or map the option to choose the contact whose details you want to update:
|
| Contact Email | Select or map the contact's email address whose details you want to update. |
| Contact ID | Select or map the contact ID whose details you want to update. |
| Name | Enter (map) the contact's name. |
| Title | Enter (map) the contact's title. For example, Mr. |
| Description | Enter (map) the contact's details. |
| Notes | Enter (map) the additional information about the contact. |
| Phone | Enter (map) the contact's phone number. |
| Enter (map) the contact's LinkedIn account details. | |
| Enter (map) the contact's Instagram account details. | |
| Enter (map) the contact's Twitter account details. |
Delete a Contact
Deletes a contact.
| Connection | Establish a connection to your Revv Documents account. |
| Contact ID | Select or map the Contact ID you want to delete. |
Other
Make an API Call
Performs an arbitrary authorized API call.
| Connection | Establish a connection to your Revv Documents account. |
| URL | Enter a path relative to For the list of available endpoints, refer to the Revv Documents API Documentation. |
| Method | Select the HTTP method you want to use: GET POST PUT PATCH DELETE |
| Headers | Enter the desired request headers. You don't have to add authorization headers; we already did that for you. |
| Query String | Enter the request query string. |
| Body | Enter 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:
