
When this happens...
Account Created
Timeline Entry Created
Tag Updated
Tag Deleted
Tag Created
Rev Org Created
Part Updated
Part Deleted
Part Created
Group Updated
Group Member Added
Group Created
Dev User Updated
Dev User Created
Conversation Updated
Conversation Deleted
Conversation Created
AI Agent Response
Account Updated
Account Deleted
Webhook Created
Work Created
Work Updated
Work deleted

Automatically do this!
Create Asset
Change Order Status
Find or Create Asset
Create a Lead
Create a Order
Create a Client
Find or Create Client
Create a Payment
List Tasks
List Inquiry Statuses
List Inquiry Types
List Inquiries
List Estimates
List Order Statuses
List Orders
List Invoice Statuses
List Invoices
List Warehouses
List Postings
List Assets
List Contacts
List Products
List Services
Get Company Settings
Get Locations
List Employees
Get Company Taxes
List Order/Estimate Types
Get Order/Estimate Custom Fields
Add Invoice Comment
Add Lead Comment
Add Order Comment
Add Task Comment
Changing Order Status
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new Account is created.
Trigger when a new Timeline Entry Created.
Trigger when a new Tag Updated.
Trigger when a Tag Deleted.
Trigger when a new Tag Created.
Trigger when a new Rev Org Created.
Action is the task that follows automatically within your DevRev integrations.
Updates the user corresponding to the input ID.
Lists users within your organization.
Lists a collection of parts
Gets a part’s information.
Lists a collection of parts by Type.
Updates a part’s information.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your DevRev and RemOnline accounts to viaSocket. Once connected, you can set up a workflow where an event in DevRev triggers actions in RemOnline (or vice versa).
Absolutely. You can customize how DevRev data is recorded in RemOnline. This includes choosing which data fields go into which fields of RemOnline, setting up custom formats, and filtering out unwanted information.
The data sync between DevRev and RemOnline typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between DevRev and RemOnline. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.
Learn MoreRemOnline is a versatile, web-based platform designed to optimize and simplify various business operations. It provides powerful tools for managing customer relationships, tracking inventory, and overseeing sales processes, making it an ideal solution for businesses across different industries. Whether you're in retail, service-oriented sectors, or any field that requires efficient operations management, RemOnline offers a seamless approach to improving workflow, boosting productivity, and enhancing customer satisfaction. With its user-friendly interface and comprehensive features, the platform enables businesses to manage tasks more effectively and scale their operations with ease.
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