Do everything in one place
Customize your Replicon and Rev Ops integration with the following
triggers and actions.
Triggers
When this happens…
Replicon
- New clientNew client created in Replicon
- New or updated invoice ready to syncNew/updated ready to sync invoice in Replicon
- New projectNew project created in Replicon
- New userNew user created in Replicon
Any other trigger you can think up
Rev Ops
- Account Change Event Real-timeTriggers when account created or updated in RevOps
- Deal Change Event Real-timeTriggers when deal created or updated in RevOps
Any other trigger you can think up
Actions
Do this…
Replicon
- Custom actionCustom action in Replicon (Custom)
- Assign all users to projectAssign all users to project in Replicon
- Assign co-manager to projectAssign co-manager to project in Replicon
- Add line item to expense sheetAdd line item to expense sheet in Replicon
- Assign manager to projectAssign manager to project in Replicon
- Assign user to projectAssign user to project in Replicon
- Update invoice statusUpdate status for invoice in Replicon
- Create clientCreate client in Replicon
- Create expense sheetCreate expense sheet in Replicon
- Create projectCreate project in Replicon
- Create project taskCreate project task in Replicon
- Create timesheetCreate timesheet in Replicon
- Create userCreate user in Replicon
- Get all tasks for a project BatchGet all project task in Replicon
- Get client detailsGet client details from Replicon
- Get project cost amount detailsGet project cost amount details from Replicon
- Get expensable projects BatchGet expensable projects by expense sheet in Replicon
- Get invoice details by URIGet invoice details from Replicon
- Get invoice item details by URIGet invoice item details from Replicon
- Get project detailsGet project details from Replicon
- Get list of project team members BatchGet list of project team members from project in Replicon
- Get task assignments for resource BatchGet task assignments for resource in Replicon
- Get user detailsGet user details from Replicon
- Get list of clients BatchGet list of clients from Replicon
- Get all eligible project leaders BatchGet all eligible project leaders from Replicon
- Get list of projects BatchGet list of projects from Replicon
- Get list of users BatchGet list of users from Replicon
- Get payroll details BatchGet payroll details for a specific pay period from Replicon
- Search clients BatchSearch clients in Replicon
- Search programs BatchSearch programs in Replicon
- Search projects BatchSearch projects in Replicon
- Search users BatchSearch users in Replicon
- Submit expense sheetSubmit expense sheet in Replicon
- Update clientUpdate client in Replicon
- Update payment due date and issue dateUpdate payment due date and date of issue for invoice in Replicon
- Update invoice descriptionUpdate description for invoice in Replicon
- Update invoice sync statusUpdate sync status for invoice in Replicon
- Update projectUpdate project in Replicon
- Update project clientUpdate project client in Replicon
- Update project end dateUpdate end date for project in Replicon
- Update project fixed bid rateUpdate project fixed bid rate in Replicon
- Update project nameUpdate project name in Replicon
- Update project programUpdate program to project in Replicon
- Update project statusUpdate project status in Replicon
- Update userUpdate user in Replicon
Any other action you can think up
Rev Ops
- Calculate Usage and CostCalculate usage and cost in RevOps
- Create AccountCreates and verifies payable accounts in RevOps
- Create InvoiceCreate an invoice in RevOps
- Create or Update UsageEventCreate or update usage event in RevOps
- Create PlanCreate plan in RevOps
- Delete AccountDelete account in RevOps
- Void InvoiceVoid an invoice in RevOps
- Get Account InstanceGet a account in RevOps
- Get Deal InstanceGet a deal in RevOps
- Get Invoice InstanceGet a invoice in RevOps
- Get List of AccountsGet a list of accounts in RevOps
- Get List of DealsGet a list of deals in RevOps
- Get List of InvoicesGet a list of invoices in RevOps
- Get List of PlansGet a list of plans in RevOps
- Get List of Usage EventsGet a list of usage events in RevOps
- Get Plan InstanceGet a plan in RevOps
- Get Usage Event InstanceGet a usage event in RevOps
- Send Invoice NotificationSend an invoice notification in RevOps
- Invoice PaymentCharge an invoice in RevOps
- Update AccountUpdate account in RevOps
- Update InvoiceCreate an invoice in RevOps
- Update PlanUpdate plan in RevOps
Any other action you can think up
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