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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 Ibexa Connect scenario, not in this documentation article) are mandatory!

Connecting Revv Documents to Ibexa Connect

To connect your Revv Documents account to Ibexa Connect 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 Ibexa Connect module.

  1. Log in to your Revv Document account.

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

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  3. 3. Enter the Redirect URI as https://www.Ibexa Connect.com/oauth/cb/revv-documents and click Create.

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

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  5. Go to Ibexa Connect and open the Revv Document module's Create a connection dialog.

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  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.

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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.

Watch Document Signed by All Signers

Triggers when a document has been signed by all signers.

Webhook Name Enter a name for the webhook.

List Documents

Retrieves a list of documents.

Sort by Document Number Select the checkbox to sort documents by document number
Limit Set the maximum number of documents Ibexa Connect should return during one scenario execution cycle.

Search Document Activities

Searches for document activities.

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 Ibexa Connect should return during one scenario execution cycle.

Get a Document

Retrieves a document.

Document ID Select or map the Document ID whose details you want to retrieve.

Create a Document

Creates a new document.

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.

Clone a Document

Clones a document.

Document ID Select or map the Document ID you want to clone

Folders

List Folders

Retrieves a list of folders.

Limit Set the maximum number of folders Ibexa Connect should return during one scenario execution cycle.

Create a Folder

Creates a new folder in the main folder.

Name Enter (map) a name for the folder.

Move Folders

Moves selected folder into a folder.

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.

Folder ID Select or map the Folder IDs which you want to delete.

Contacts

List Contacts

Retrieves a list of contacts.

Limit Set the maximum number of contacts Ibexa Connect should return during one scenario execution cycle.

Create a Contact

Creates a new contact.

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.

Contact ID Select or map the Contact ID whose details you want to retrieve.

Update a Contact

Updates a contact.

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.

Contact ID Select or map the Contact ID you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

URL

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

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

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

In our example, 3 folders were returned:

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