Zapier Quick Start Guide
What is Zapier?
Zapier (rhymes with happier) empowers you to connect Rev.io with the other apps you use to run your business.
Zapier thinks about software integrations in terms of “Triggers” and “Actions.” Activity in one app triggers a resulting action in another app, without you needing to do any work.
Connecting two apps together is called making a “Zap.” Zapier lives in the middle, monitoring your triggers and initiating actions in whatever workflow you establish. You can sign up for a free Zapier account at https://zapier.com/
Using the Rev.io App in Zapier
To begin the process of using the Rev.io Zapier App, look for the “Make a Zap” button on the top of the Zapier website:
Zapier prides itself on providing a very intuitive and easy interface for new users to build integrations. Each small step is fully explained in the Zap Editor, and Zapier requires every Zap to be built slowly, step-by-step.
You are first asked to “Choose a Trigger App.” There is one aspect of the process that can be confusing to new users, so we will explain this thoroughly. As explained at the beginning of this tutorial, Zapier is organized into Triggers, Searches, and Actions.
At the moment, Rev.io’s app includes four Triggers, one Search, and two Actions. This means that if you search for “Rev.io” in the search box, its logo should appear.
Once in the Zap Editor, you will see a selection of Triggers or Actions, depending on which step you are on.
The four potential trigger enabled:
New Customer - triggers when a new customer has been created
Updated Customer - triggers when a customer has been updated
New Payment - triggers when a new payment has been created
Request Status Change - triggers when the status of a request has been updated.
The one potential search is:
Find Customer - allows the user to find a customer by name, account number, or customer Id.
The two potential actions enabled are:
Create Contact - allows the user to create a contact.
Create Note - allows the user to add a note to a customer.
Below is a short looping video that shows the first part of the “Make a Zap!” process, from finding the Rev.io app in the search box to using the “New Customer” Trigger:
Once you’ve chosen you Trigger, you will proceed step-by-step to choose a receiving Action, which can be any one of several different apps that make sense to you.
Here are some example Rev.io Zaps that you could create as an test:
New Payment in Rev.io triggers creation of new row in a Google Sheet
New Customer in Rev.io triggers email via Gmail
Request Status Change in Rev.io triggers a Slack notification
Once you get into the Zapier “Triggers, Searches, and Actions” mindset, you’ll come up with all sorts of new ways to make the Rev.io app useful to your team.
Questions about how to use Zapier further? Check out these handy tutorials: