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Documentation Index

Fetch the complete documentation index at: https://docs.revdesk.com/llms.txt

Use this file to discover all available pages before exploring further.

Connect RevDesk to over 8,000 apps through Zapier. Create automated workflows that trigger when calls happen, appointments get booked, or leads are qualified.

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What it does

  • 8,000+ app connections - Connect to virtually any tool
  • No-code automation - Build workflows without coding
  • Trigger on events - Start workflows from RevDesk events
  • Send data to RevDesk - Push data from other apps

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Available triggers

Use these RevDesk events to start Zaps:
TriggerWhen it fires
New CallWhen a call is received
Call CompletedWhen a call ends
Appointment BookedWhen an appointment is created
Appointment CancelledWhen booking is cancelled
Appointment RescheduledWhen booking time changes
Lead QualifiedWhen AI qualifies a lead
Meeting EndedWhen a scheduled meeting completes

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CRM sync

RevDesk → Google Sheets Log every call to a spreadsheet for analysis

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Lead routing

RevDesk → Email Send qualified leads to your sales team instantly

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Follow-up sequences

RevDesk → Mailchimp Add new contacts to email sequences

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Team notifications

RevDesk → Microsoft Teams Post to Teams when appointments are booked

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SMS confirmation

RevDesk → Twilio Send custom SMS after appointments

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Setup

1

Create a Zap

Go to zapier.com and click “Create Zap”
2

Choose RevDesk as trigger

Search for “RevDesk” in the trigger apps
3

Select trigger event

Choose which RevDesk event starts your workflow
4

Connect your account

Sign in to RevDesk when prompted
5

Add actions

Choose what happens when the trigger fires
6

Turn on your Zap

Test and activate your automation

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Data available in Zapier

Each trigger includes relevant data: Call events include:
  • Caller name, phone, email
  • Call duration and timestamp
  • Call outcome and disposition
  • Transcript and recording links
  • Custom fields you’ve configured
Appointment events include:
  • Customer details
  • Appointment date and time
  • Service type
  • Location or video link
  • Notes from booking

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Example workflows

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Qualified lead → Close deal

  1. Trigger: Lead Qualified in RevDesk
  2. Action: Create deal in Pipedrive
  3. Action: Send email to sales rep
  4. Action: Add to follow-up sequence

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Appointment booked → Full automation

  1. Trigger: Appointment Booked
  2. Action: Add to Google Calendar (backup)
  3. Action: Send confirmation email
  4. Action: Create Trello card for prep
  5. Action: Notify team in Slack

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Requirements

  • Zapier account (Free tier works, paid for multi-step)
  • RevDesk account
  • No additional cost from RevDesk

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Troubleshooting

Check that your Zap is turned on and the trigger event matches your expectations.
Make sure all required fields are available. Test with a real event, not sample data.
Reauthorize the RevDesk connection in Zapier’s Connected Accounts.

Create a Zap

Start building automations now