Do everything in one place
Customize your Revel Systems and Sign Request integration with the following
triggers and actions.
Triggers
When this happens…
Revel Systems
- New customerNew customer in Revel Systems
- New purchase orderNew purchase order in Revel Systems
- New salesNew sales in Revel Systems
- New time sheet entryNew time sheet entry in Revel Systems
- New/updated customerNew/updated customer in Revel Systems
- New/updated salesNew/updated sales in Revel Systems
Any other trigger you can think up
Actions
Do this…
Revel Systems
- Custom actionCustom action in Revel Systems (Custom)
- Create customerCreate customer in Revel Systems
- Create employeeCreate employee in Revel Systems
- Get customer by IDGet customer by ID in Revel Systems
- Update customerUpdate customer in Revel Systems
- Update employeeUpdate employee in Revel Systems
- Update productUpdate product in Revel Systems
Any other action you can think up
Sign Request
- Custom actionCustom action in (Custom)
- Create documentCreate document in SignRequest
- Get document details by UUIDGet Document in SignRequest
- Get template details by UUIDGet Template in SignRequest
- Search documentsSearch documents in SignRequest
- Search templatesSearch templates in SignRequest
Any other action you can think up
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