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

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Revv Documents to Make

To connect your Revv Documents account to Make 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 Make module.

  1. Log in to your Revv Document account.

  2. Click Settings > Revv API > Add OAuth application. Enter a name for the oAuth application.

    61f278b5acb89.gif
  3. 3. Enter the Redirect URI as https://www.Make.com/oauth/cb/revv-documents and click Create.

    61f278bb352c9.png
  4. Copy the Client ID and Client Secret values to a safe place.

    61f278bc5e678.png
  5. Go to Make and open the Revv Document module's Create a connection dialog.

    61f278bdd3646.gif
  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.

    61f278c05dc63.png

The connection has been established.

Documents

Note

You do not have to add the webhooks in the Revv Documents as it is automatically done for you once you add and save an instant trigger module to your scenario.

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.

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.

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 Make should return during one scenario execution cycle.

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 Make should return during one scenario execution cycle.

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.

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.

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

Retrieves a list of folders.

Connection

Establish a connection to your Revv Documents account.

Limit

Set the maximum number of folders Make should return during one scenario execution cycle.

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.

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.

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

Retrieves a list of contacts.

Connection

Establish a connection to your Revv Documents account.

Limit

Set the maximum number of contacts Make should return during one scenario execution cycle.

Creates a new contact.

Connection

Establish a connection to your Revv Documents account.

Name

Enter (map) the contact's name.

Email

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.

LinkedIn

Enter (map) the contact's LinkedIn account details.

Instagram

Enter (map) the contact's Instagram account details.

Twitter

Enter (map) the contact's Twitter account details.

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.

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:

  • By Email

  • By ID

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.

LinkedIn

Enter (map) the contact's LinkedIn account details.

Instagram

Enter (map) the contact's Instagram account details.

Twitter

Enter (map) the contact's Twitter account details.

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

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Revv Documents account.

URL

Enter a path relative tohttps://<subdomain>.revv.so For example: /build/api/docs

Note

For the list of available endpoints, refer to the Revv Documents API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

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.

The following API call returns all the folders from your Revv Documents account:

URL:

/build/api/folders

Method:

GET

61f278c195eb7.png

Matches of the search can be found in the module's Output under Bundle > Body.

In our example, 3 folders were returned:

61f278c2d506a.png