HubSpot integration with Revv Documents
How to Create opportunity folders in Revv for new HubSpot deals
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create opportunity folders in Revv for new HubSpot deals" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Revv Documents integrations
Revv Documents actions
Nekton can use any feature that is available in Revv Documents API.
Using our advanced AI, you can easily create custom automations for Revv Documents.
Here are some typical actions you can do in your automated workflows.
Create Contact
Create a contact.
Create Opportunity
Create an opportunity.
Create Document and Send for Esign
Create a document and send it for eSignature.
Share Folder
Give view/ edit access to recipient for folder
Create Document and Send for Acceptance
Create a document and send it for acceptance.
Create Document
Create a document using templates.
About Revv Documents
Revv Documents is intended for individuals and teams looking to automate everyday paperwork accurately and smartly, all-in-one tool. Use Revv Documents to manage proposals, quotes, contracts and agreements.