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

A Revv Documents account - create an account at revv.so/signup.

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

Connect 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.

Log in to your Revv Document account.
Click Settings > Revv API > Add OAuth application. Enter a name for the oAuth application.
Enter the Redirect URI as https://www.Make.com/oauth/cb/revv-documents and click Create.
Copy the Client ID and Client Secret values to a safe place.
Go to Make and open the Revv Document module's Create a connection dialog.
In the Connection name field, enter a name for the documentation.
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.
In the Client ID and Client Secret fields, enter the details copied in step 4.
Confirm the access by clicking Authorize.

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.

Wath Document Stage Changed

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.

Watch Document Signed by All Signers

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.

List Documents

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.

Search Document Activities

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.

Get a Document

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.

Create a Document

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.

Send a Document for eSignature

Sends the document for eSign. Internally this also will check whether all the signatory details are filled.

Connection	Establish a connection to your Revv Documents account.
Document ID	Select or map the Document ID whom you want to send for esignature.

Send a Document to Fill and eSign

Assigns fillers and sends the document to fill and eSign.

Connection

Establish a connection to your Revv Documents account.

Document ID

Select or map the Document ID to send for fill and eSign.

Signatories

Enter the details of the signatories:

Signatory ID	Select the Signatory ID whose esign is needed.
Is Filler	Select whether to fill the document.
Signer Email	Enter the signer's email address.
First Name	Enter the signatory's first name.
Last Name	Enter the signatory's last name.

Save Document Signatory Details

Saves the details of signatories in the specified document.

Connection

Establish a connection to your Revv Documents account.

Document ID

Select or map Dcoument ID whose signatory details you want to save.

Components

Enter the details of the components:

Component ID

Select or map the Component ID which has the signatory blocks.

Signer Blocks

Enter the signer details:

Block ID	Select or map the signer's Block ID.
Signer Email	Enter the signer email address.
First Name	Enter the signer's first name.
Last Name	Enter the signer's last name.

Update Document Signatories

Updates a details of the specified signatories in the document.

Connection

Establish a connection to your Revv Documents account.

Document ID

Select or map Dcoument ID whose signatory details you want to update.

Signatories

Enter the details of signatories:

Signatory ID	Select or map the Signatory ID.
First Name	Enter the signatory's first name.
Last Name	Enter the signatory's last name.
Signer Email	Enter the signatory's email address.

Clone a 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

List 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.

Create a Folder

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.

Move Folders

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.

Delete 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

List 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.

Create a Contact

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.

Get a Contact

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.

Update a Contact

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.

Delete a Contact

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

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Revv Documents account.
URL	Enter a path relative to`https://<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.

Example of Use - List Folders

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

URL:

/build/api/folders

Method:

GET

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

In our example, 3 folders were returned:

In this section:

Revv Documents

Getting Started with Revv Documents

Connect Revv Documents to Make

Documents

Note

Wath Document Stage Changed

Watch Document Signed by All Signers

List Documents

Search Document Activities

Get a Document

Create a Document

Send a Document for eSignature

Send a Document to Fill and eSign

Save Document Signatory Details

Update Document Signatories

Clone a Document

Folders

List Folders

Create a Folder

Move Folders

Delete Folders

Contacts

List Contacts

Create a Contact

Get a Contact

Update a Contact

Delete a Contact

Other

Make an API Call

Note

Example of Use - List Folders

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