Revv Documents, Salesforce Integrations

Revv Documents
Salesforce
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Triggers

Revv Documents

Watch Document Signed by All Signers INSTANT

Triggers when a document has been signed by all signers.

Revv Documents

Watch Document Stage Changed INSTANT

Triggers when document stage has been changed.

Salesforce

Watch Jobs

Triggers when a bulk data job is created.

Salesforce

Watch Records

Triggers when a record is created or updated in an object.

Actions

Revv Documents

Clone a Document

Clones a document.

Revv Documents

Create a Contact

Creates a new contact.

Revv Documents

Create a Document

Creates a new document.

Revv Documents

Create a Folder

Creates a new folder in the main folder.

Revv Documents

Delete a Contact

Deletes a contact.

Revv Documents

Delete Folders

Deletes selected folders.

Revv Documents

Get a Contact

Retrieves a contact.

Revv Documents

Get a Document

Retrieves a document.

Revv Documents

Make an API Call

Performs an arbitrary authorized API call.

Revv Documents

Move Folders

Moves selected folders into a folder.

Revv Documents

Update a Contact

Updates a contact.

Salesforce

Complete/Abort a Job

Completes or aborts a job.

Salesforce

Create a Job

Creates a new bulk data job.

Salesforce

Create a Record

Creates a new record in an object.

Salesforce

Delete a Record

Deletes a record.

Salesforce

Download an Attachment/Document

Downloads an attachment or a document.

Salesforce

Get a Record

Gets a specified record in an object.

Salesforce

Make an API Call

Performs an arbitrary authorized API call.

Salesforce

Post a Message to a Chatter Feed

Posts a message to a chatter feed.

Salesforce

Update a Record

Updates an existing record in an object.

Salesforce

Upsert a Record

Upserts a record.

Searches

Revv Documents

List Contacts

Retrieves a list of contacts.

Revv Documents

List Documents

Retrieves a list of documents.

Revv Documents

List Folders

Retrieves a list of folders.

Revv Documents

Search Document Activities

Searches for document activities.

Salesforce

List Jobs

Retrieves all bulk data jobs in the organization.

Salesforce

List/Search Records

Lists or searches for records in an object using filter or SOQL query.

Salesforce

Search Records

Searches for records in an object using SOSL query.

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