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Integration · Payments

rev.io

Connect Claude & ChatGPT to Rev.io

Ask your AI what a customer owes, to pull up their latest bill, or to open a support ticket in Rev.io. It searches customers, bills, charges, credits, payments, services, products, orders and tickets, reads account aging and bill PDFs, and creates customers, contacts, notes, tasks and tickets. It can also refund a payment if you switch that tool on.

Connect Rev.io free

Free plan, no credit card. Takes about a minute.

Try asking

  • “How much does customer 5812 owe, and how overdue is it?”

    The AI reads the customer's account aging: the amount owed and how overdue it is.

  • “Get the PDF of this customer's latest bill.”

    It searches the customer's bills, picks the latest one and downloads its PDF.

  • “Which services does Nordic Foods have with us?”

    It finds the customer and lists their services, such as phone numbers, lines or circuits, with status.

What your AI can do

Billing and payments

Search bills, charges, credits and payments, download bill PDFs, read account aging and refund payments.

Customers and services

Search, read and create customers and contacts, and look up services, products and provisioning orders.

Support and follow-up

Open tickets, add ticket comments, create tasks and notes, and search them by customer.

  • “Open a high priority ticket for customer 5812: internet is down at the main office.”

    It creates a support ticket for the customer with the description and priority.

  • “Add a note to the customer: agreed to pay the balance by Friday.”

    It adds a note with subject and body to the customer.

  • “Refund 49.00 of payment 90211.”

    It refunds the partial amount. Money goes back to the customer and this cannot be undone.

302 tools for Rev.io

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

  • add_ticket_commentChanges dataAdd a comment (`message`) to a ticket (`ticket_id`); `is_public` makes it visible to the customer.
  • attach_product_customerVisible to othersAssign a product. Has effects visible outside this system. API summary: Assign an inventory item to a specified customer.
  • attach_product_productVisible to othersAssign a product. Has effects visible outside this system. API summary: Assign inventory items to a specified service product.
  • attach_product_serviceVisible to othersAssign a product. Has effects visible outside this system. API summary: Assign inventory items to a specified service.
  • cancel_paymentDeletesVoid a payment (payment id). Destructive action; may require approval.
  • create_a_bank_account_paymentChanges dataCreate a new account. Required: bank account, customer id or amount. Search accounts first to avoid duplicates. API summary: Create a bank account payment.
  • create_a_card_paymentChanges dataCreate a new payment. Required: card, customer id or amount. Search payments first to avoid duplicates. API summary: Create a card payment.
  • create_a_new_paymentChanges dataCreate a new payment. Required: customer id or amount. Search payments first to avoid duplicates.
  • create_accountChanges dataCreate a new account. Required: account name, account number, account type or customer id. Search accounts first to avoid duplicates. API summary: Create a bank account payment account.
  • create_addressChanges dataCreate a new address. Search addresses first to avoid duplicates.
  • create_agentChanges dataCreate a new agent. Required: status. Search agents first to avoid duplicates. API summary: Create agent.
  • create_auditChanges dataCreate a new audit. Required: audit type. Search audits first to avoid duplicates. API summary: Create audit.
  • create_billChanges dataCreate a new invoice. Search invoices first to avoid duplicates. API summary: Create bill.
  • create_categoryChanges dataCreate a new category. Required: description. Search categories first to avoid duplicates. API summary: Create product group.
  • create_contactChanges dataCreate a contact with `name`, plus email, phone, title, company, address and the `customer_id` it belongs to.
  • create_contact_typeChanges dataCreate a new contact. Required: description. Search contacts first to avoid duplicates. API summary: Create contact type.
  • create_creditChanges dataCreate a new credit. Required: description, customer id, is tax included, quantity, rate or is prorated. Search credits first to avoid duplicates. API summary: Create credit.
  • create_customerChanges dataCreate a new customer with billing and service addresses, email, status and finance settings (bill profile, payment terms). Search first to avoid duplicates.
  • create_customer_2Changes dataCreate a new customer. Required: customer id, related customer id or customer relationship type id. Search customers first to avoid duplicates. API summary: Create customer relationship.
  • create_depositChanges dataCreate a new deposit. Required: description or customer id. Search deposits first to avoid duplicates. API summary: Create deposits.
  • create_documentChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Create file.
  • create_integration_key_linkChanges dataCreate a new integration key link. Search integration key links first to avoid duplicates. API summary: Create integration key link.
  • create_inventoryChanges dataCreate a new inventory. Required: identifier or name. Search inventories first to avoid duplicates. API summary: Create inventory type.
  • create_invoiceChanges dataCreate a new invoice. Required: description. Search invoices first to avoid duplicates. API summary: Create bill profile.
  • create_messageChanges dataCreate a new message. Search messages first to avoid duplicates. API summary: Create bill messages for a customer.
  • create_noteChanges dataAdd a note with `subject` and `body` to a customer (`customer_id`), order or request.
  • create_packageChanges dataCreate a new package. Required: provider id, description, description on bill or usage plan group id. Search packages first to avoid duplicates. API summary: Create package.
  • create_package_productChanges dataCreate a new product. Required: product id, package id or description. Search products first to avoid duplicates. API summary: Create package product.
  • create_paymentChanges dataCreate a new payment. Required: customer id, is tax included, description, cost, is commission exempted or quantity. Search payments first to avoid duplicates. API summary: Create charge.
  • create_paymentcardChanges dataCreate a new paymentcard. Required: name first, expiration month, expiration year or customer id. API summary: Create a card payment account.
  • create_pos_tv1_serviceChanges dataCreate a new pos tv1 service. Required: customer id or provider id. API summary: Create service.
  • create_productChanges dataCreate a new product. Search products first to avoid duplicates. API summary: Create inventory item.
  • create_product_pos_tv1_productsChanges dataCreate a new product. Required: product type id, description or provider id. Search products first to avoid duplicates. API summary: Create product.
  • create_productallowanceChanges dataCreate a new product. Required: product id or allowance type. Search products first to avoid duplicates. API summary: Create productallowance.
  • create_providerChanges dataCreate a new provider. Search providers first to avoid duplicates. API summary: Create provider.
  • create_provider_accountChanges dataCreate a new account. Required: provider id. Search accounts first to avoid duplicates. API summary: Create provider account.
  • create_report_categoryChanges dataCreate a new category. Search categories first to avoid duplicates. API summary: Create report category.
  • create_report_resultChanges dataCreate a new result for a report. Required: format. API summary: Run a report with input.
  • create_requestChanges dataCreate a new request. Required: request status id or customer id. Search requests first to avoid duplicates. API summary: Create request.
  • create_request_addressChanges dataCreate a new address. Search addresses first to avoid duplicates. API summary: Create request address.
  • create_request_contactChanges dataCreate a new contact. Required: contact id or request id. Search contacts first to avoid duplicates. API summary: Create request contact.
  • create_request_productChanges dataCreate a new product. Required: request service id, request id, product id or quantity. Search products first to avoid duplicates. API summary: Create request product.
  • create_request_serviceChanges dataCreate a new request service. Required: request address id, request id, service type id or provider id. Search request services first to avoid duplicates. API summary: Create request service.
  • create_service_commissionChanges dataCreate a new service commission. Search service commissions first to avoid duplicates.
  • create_service_productChanges dataCreate a new product. Required: generate proration, product id or service id. Search products first to avoid duplicates. API summary: Create service product.
  • create_service_typeChanges dataCreate a new service type. Required: description or service code. Search service types first to avoid duplicates. API summary: Create service type.
  • create_spreadsheetChanges dataCreate a new spreadsheet. API summary: Create requests via Excel file upload.
  • create_subscriptionDeletesCreate a new subscription. Required: webhook receiver id or event type. Search subscriptions first to avoid duplicates. Destructive action; may require approval. API summary: Create webhook subscription.
  • create_taskChanges dataCreate a task with `subject`, `message`, `due_date`, assignee (`assigned_to`) and the customer or order it relates to.
  • create_ticketChanges dataOpen a support ticket for a customer (`customer_id`) with a `description`, contact details, priority, type and assignee.
  • create_usage_planChanges dataCreate a new usage plan. Required: description. Search usage plans first to avoid duplicates. API summary: Create usage plan.
  • create_usage_plan_groupChanges dataCreate a new usage plan group. Search usage plan groups first to avoid duplicates. API summary: Create usage plan group.
  • create_usage_plan_group_planChanges dataCreate a new usage plan group plan. Required: usage plan group id or plan id. Search usage plan group plans first to avoid duplicates. API summary: Create usage plan group plan.
  • create_usage_plan_rateChanges dataCreate a new usage plan rate. Required: plan id or description. Search usage plan rates first to avoid duplicates. API summary: Create usage plan rate.
  • create_userChanges dataCreate a new user. Required: task id or user id. Search users first to avoid duplicates. API summary: Create task notified users.
  • create_webhook_receiverDeletesCreate a new webhook receiver. Required: url. Search webhook receivers first to avoid duplicates. Destructive action; may require approval. API summary: Register webhook receiver.
  • delete_accountDeletesPermanently delete a account by account id. Destructive action; may require approval. API summary: Delete a payment account.
  • delete_addressDeletesPermanently delete a address by address id. Destructive action; may require approval. API summary: Delete request address.
  • delete_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete product group.
  • delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete contact.
  • delete_creditDeletesPermanently delete a credit by credit id. Destructive action; may require approval. API summary: Reverse credit.
  • delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Delete customer relationship.
  • delete_delet_ev1_servicesMoves moneyPermanently delete a delet ev1 service. Financial or irreversible action; may require approval. API summary: Disconnects a specified service.
  • delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete file.
  • delete_integration_key_linkDeletesPermanently delete a integration key link by integration key link id. Destructive action; may require approval. API summary: Delete integration key link.
  • delete_inventoryDeletesPermanently delete a inventory by inventory id. Destructive action; may require approval. API summary: Delete inventory type.
  • delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete bill profile.
  • delete_invoice_delet_ev1_bills_idDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Reverse bill.
  • delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval. API summary: Delete note.
  • delete_packageDeletesPermanently delete a package by package id. Destructive action; may require approval. API summary: Delete package.
  • delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Delete charge.
  • delete_payment_delet_ev1_payments_idDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Reverse a payment.
  • delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete package product.
  • delete_product_delet_ev1_products_idDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete product.
  • delete_productallowanceDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete productallowance.
  • delete_productsMoves moneyPermanently delete a product. Financial or irreversible action; may require approval. API summary: Disconnect service product.
  • delete_report_categoryDeletesPermanently delete a category by category id. Destructive action; may require approval. API summary: Delete report category.
  • delete_request_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete request contact.
  • delete_request_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete request product.
  • delete_request_serviceDeletesPermanently delete a request service by request service id. Destructive action; may require approval. API summary: Delete request service.
  • delete_service_commissionDeletesPermanently delete a service commission by service commission id. Destructive action; may require approval.
  • delete_subscriptionDeletesPermanently delete a subscription by subscription id. Destructive action; may require approval. API summary: Delete webhook subscription.
  • delete_usage_planDeletesPermanently delete a usage plan by usage plan id. Destructive action; may require approval. API summary: Delete usage plan.
  • delete_usage_plan_groupDeletesPermanently delete a usage plan group by usage plan group id. Destructive action; may require approval. API summary: Delete usage plan group.
  • delete_usage_plan_group_planDeletesPermanently delete a usage plan group plan by usage plan group plan id. Destructive action; may require approval. API summary: Delete usage plan group plan.
  • delete_usage_plan_rateDeletesPermanently delete a usage plan rate by usage plan rate id. Destructive action; may require approval. API summary: Delete usage plan rate.
  • delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete task notified users.
  • delete_webhook_receiverDeletesPermanently delete a webhook receiver by webhook receiver id. Destructive action; may require approval. API summary: Delete webhook receiver.
  • detach_product_customerVisible to othersUnassign a product. Has effects visible outside this system. API summary: Unassign an inventory item.
  • detach_product_productVisible to othersUnassign a product. Has effects visible outside this system. API summary: Unassign inventory items from a specified service product.
  • detach_product_serviceVisible to othersUnassign a product. Has effects visible outside this system. API summary: Unassign inventory items from a specified service.
  • download_documentDownload the document for a document. API summary: Download a file.
  • download_request_pdfDownload the pdf document for a request. API summary: Download request PDF.
  • get_accountGet one account by account id. API summary: View payment account.
  • get_account_ge_tv1_provider_accounts_idGet one account by account id. API summary: View provider account.
  • get_addressGet one address by address id. API summary: Get a single address by ID.
  • get_address_ge_tv1_request_addresses_idGet one address by address id. API summary: View request address.
  • get_agentGet one agent by agent id. API summary: View agent.
  • get_announcementGet one announcement by announcement id. API summary: View announcement.
  • get_auditGet one audit by audit id. API summary: View audit.
  • get_billGet one bill by its ID (`invoice_id`), with amounts, dates and status.
  • get_bill_pdfDownload the PDF of a bill by `bill_id`.
  • get_categoryGet one category by category id. API summary: View product group.
  • get_category_ge_tv1_report_categories_idGet one category by category id. API summary: View report category.
  • get_chargeGet one charge by its ID (`payment_id`).
  • get_commission_planGet one commission plan by commission plan id. API summary: View commission plan.
  • get_contactGet one contact by `contact_id`.
  • get_contact_ge_tv1_contact_types_idGet one contact by contact id. API summary: View contact type.
  • get_contact_ge_tv1_provider_contacts_idGet one contact by contact id. API summary: View providercontact.
  • get_contact_ge_tv1_request_contacts_idGet one contact by contact id. API summary: View request contact.
  • get_creditGet one credit by credit id. API summary: View credit.
  • get_customerGet one customer by `customer_id`, including addresses, status, billing and finance details.
  • get_customer_2Get one customer by customer id. API summary: View customer relationship.
  • get_customer_account_agingGet a customer's account aging (how much is owed and how overdue) by `customer_id`.
  • get_depositGet one deposit by deposit id. API summary: View deposits.
  • get_documentGet one document by document id. API summary: View file.
  • get_integration_entity_typeGet one integration entity type by integration entity type id. API summary: View integration entity type.
  • get_integration_key_linkGet one integration key link by integration key link id. API summary: View integration key link.
  • get_integration_systemGet one integration system by integration system id. API summary: View integration system.
  • get_inventoryGet one inventory by inventory id. API summary: View inventory type.
  • get_inventory_itemGet one inventory by inventory id. API summary: Get Inventory Item.
  • get_inventory_items_associated_with_a_serviceSearch inventories by search inventory item id, search customer id, search service id, search identifier, search service type or search inventory type. Use this to find existing inventories before creating a new inventory. API summary: Get Inventory Items associated with a service.
  • get_invoiceGet one invoice by invoice id. API summary: View bill profile.
  • get_messageGet one message by message id. API summary: View note.
  • get_message_ge_tv1_note_types_idGet one message by message id. API summary: View note type.
  • get_numberinfoGet one numberinfo by tn. API summary: Get Number Information.
  • get_orderGet one order by `order_id`.
  • get_packageGet one package by package id. API summary: View package.
  • get_paymentGet one payment by `payment_id`.
  • get_payment_ge_tv1_payment_methods_idGet one payment by payment id. API summary: View payment method.
  • get_processGet one process by process id. API summary: View process.
  • get_process_phaseGet one process phase by process phase id. API summary: View process phase.
  • get_process_routeGet one process route by process route id. API summary: View process route.
  • get_productGet one product by product id. API summary: View inventory item.
  • get_product_ge_tv1_package_products_idGet one product by product id. API summary: View package product.
  • get_product_ge_tv1_product_allowances_idGet one product by product id. API summary: View productallowance.
  • get_product_ge_tv1_product_types_idGet one product by product id. API summary: View product type.
  • get_product_ge_tv1_products_idGet one product by product id. API summary: View product.
  • get_product_ge_tv1_request_products_idGet one product by product id. API summary: View request product.
  • get_product_ge_tv1_service_product_idGet one product by product id. API summary: View service product.
  • get_providerGet one provider by provider id. API summary: View provider.
  • get_reportGet one report by report id. API summary: View report.
  • get_requestGet one request by request id. API summary: View request.
  • get_request_serviceGet one request service by request service id. API summary: View request service.
  • get_request_statusGet one request status by request status id. API summary: View request status.
  • get_request_templateGet one request template by request template id. API summary: View request template.
  • get_serviceGet one service by `service_id`.
  • get_service_commissionGet one service commission by service commission id. API summary: Get a single service commission.
  • get_service_typeGet one service type by service type id. API summary: View service type.
  • get_subscriptionGet one subscription by subscription id. API summary: View webhook subscription.
  • get_taskGet one task by task id. API summary: View process task.
  • get_task_ge_tv1_task_steps_idGet one task by task id. API summary: View task step.
  • get_task_ge_tv1_task_types_idGet one task by task id. API summary: View task type.
  • get_task_ge_tv1_tasks_idGet one task by task id. API summary: View task.
  • get_ticketGet one support ticket by `ticket_id`.
  • get_ticket_2Get one ticket by ticket id. API summary: View ticket journal.
  • get_ticket_ge_tv1_ticket_processes_idGet one ticket by ticket id. API summary: View ticketprocess.
  • get_usage_planGet one usage plan by usage plan id. API summary: View usage plan.
  • get_usage_plan_groupGet one usage plan group by usage plan group id. API summary: View usage plan group.
  • get_usage_plan_group_planGet one usage plan group plan by usage plan group plan id. API summary: View usage plan group plan.
  • get_usage_plan_rateGet one usage plan rate by usage plan rate id. API summary: View usage plan rate.
  • get_userGet one user by user id. API summary: View user group.
  • get_user_ge_tv1_users_idGet one user by user id. API summary: View user.
  • get_webhook_receiverGet one webhook receiver by webhook receiver id. API summary: View webhook receiver.
  • list_base64sList base64s. Optional filters: request request id, request request template id, request special message or request attach pdf to request. API summary: Download request PDF represented as a Base64-encoded string.
  • list_credit_tax_detailsList tax details for a credit. API summary: View the tax details of a specified credit.
  • list_csrsList csrs. Optional filters: csr profile id, csr phone number, csr provider account id or csr provider record. API summary: Get CSR.
  • list_csvsList csvs. API summary: Download usage export file.
  • list_customer_messagesList messages for a customer. API summary: Retrieve bill messages for a customer.
  • list_customers_ge_tv1_customers_optimized_id_financeList customers for a customer. API summary: View optimized finance information of an existing customer.
  • list_fieldsList fields. Optional filters: category or type id. API summary: View defined custom fields.
  • list_invoice_xmlsList xmls for a invoice. Optional filters: summary. API summary: Download XML version of a bill.
  • list_invoicesList invoices. Optional filters: params customer id, params page size or params start index. API summary: Get bill information in ledger form.
  • list_lrnsList lrns. Optional filters: lrn phone number. API summary: Get LRN Information.
  • list_methodsList methods. API summary: Get list of approval methods available for request.
  • list_ordersList orders. Optional filters: view order order id. API summary: View Provider Order.
  • list_payment_billappliedtosList billappliedtos for a payment. API summary: Bill(s) to which a payment was applied.
  • list_payment_chargeappliedtosList chargeappliedtos for a payment. API summary: Bill(s) and charge(s) the payment was applied to.
  • list_paymentsList payments for a payment. API summary: View the tax details of a specified charge.
  • list_recentsList recents. API summary: Retrieve recent customer IDs.
  • list_report_resultsList results for a report. Optional filters: clear cache. API summary: Run a report.
  • list_request_chargessummariesList chargessummaries for a request. API summary: Get charges, taxes and fees for a request.
  • list_system_statusesList system statuses. API summary: Get API service status.
  • pay_serviceMoves moneyTransfer a service (service id). Financial or irreversible action; may require approval. API summary: Transfer a specified service to another customer account.
  • refund_paymentMoves moneyRefund a payment by `payment_id`, fully or a partial `amount`. Money is returned to the customer; this cannot be undone.
  • replace_productallowanceChanges dataUpdate an existing product identified by product id. API summary: Replace productallowance.
  • search_accountsSearch accounts by search payment account id, search card expiration date start, search card expiration date end, search bank account name, search bank account type or search bank name. Use this to find existing accounts before creating a new account. API summary: Search payment accounts.
  • search_addressesSearch addresses by search address id, search customer id, search city, search state or province, search postal code or search line 1. Use this to find existing addresses before creating a new address. API summary: Search for one or more addresses.
  • search_agentsSearch agents by search agent id, search parent agent id, search agent type id, search default commission plan id, search address id or search account number. Use this to find existing agents before creating a new agent.
  • search_announcementsSearch announcements by search announcement id, search body html, search created date start, search created date end, search location or search title. Use this to find existing announcements before creating a new announcement.
  • search_auditsSearch audits by search audit id, search audit type, search created by, search created date start, search created date end or search customer id. Use this to find existing audits before creating a new audit.
  • search_billsSearch bills (invoices) by `search_customer_id`, bill ID, due date, cycle date or created date.
  • search_categoriesSearch categories by search product group id, search description, search page size, search page or search sort. Use this to find existing categories before creating a new category. API summary: Search product groups.
  • search_chargesSearch charges on customer accounts by `search_customer_id`, bill, service, product or created date.
  • search_commission_plansSearch commission plans by search commission plan id, search description, search page size, search page or search sort. Use this to find existing commission plans before creating a new commission plan.
  • search_contact_typesSearch contacts by search contact type id, search description, search page size, search page or search sort. Use this to find existing contacts before creating a new contact. API summary: Search contact types.
  • search_contactsSearch contacts by name, email, phone, company or `search_customer_id`.
  • search_creditsSearch credits on customer accounts by `search_customer_id`, bill, service or created date.
  • search_customer_productsSearch products assigned to customers' services by `search_customer_id`, service, product or status.
  • search_customersSearch customers by `search_name`, account number, status, customer ID or created/updated date. Paginated with `search_page` and `search_page_size`.
  • search_customers_2Search customers by search customer relationship id, search customer id, search related customer id, search customer relationship type id, search page size or search page. Use this to find existing customers before creating a new customer. API summary: Search customer relationships.
  • search_customers_ge_tv1_customers_metadataSearch customers by search customer id, search account number, search parent customer id, search is parent, search bill profile id or search status. Use this to find existing customers before creating a new customer. API summary: View a customer metadata.
  • search_customers_optimizedSearch customers by search customer id, search parent customer id, search account number, search agent id, search is parent or search bill profile id. Use this to find existing customers before creating a new customer. API summary: Search customers optimized.
  • search_depositsSearch deposits by search customer id, search page size, search page or search sort. Use this to find existing deposits before creating a new deposit.
  • search_documentsSearch documents by search file id, search request id, search customer id, search created date start, search created date end or search page size. Use this to find existing documents before creating a new document. API summary: Search files.
  • search_exact_searchesSearch exact searches by search integration key link id, search integration system id, search integration entity type id, search internal id, search external id or search created date start. Use this to find existing exact searches before creating a new exact search. API summary: Get exact search for an integration key link.
  • search_integration_entity_typesSearch integration entity types by search integration entity type id, search entity type name, search created date start, search created date end, search created by or search page size. Use this to find existing integration entity types before creating a new integration entity type.
  • search_integration_key_linksSearch integration key links by search integration key link id, search integration system id, search integration entity type id, search internal id, search external id or search created date start. Use this to find existing integration key links before creating a new integration key link.
  • search_integration_systemsSearch integration systems by search integration system id, search system name, search created date start, search created date end, search created by or search page size. Use this to find existing integration systems before creating a new integration system.
  • search_inventoriesSearch inventories by search inventory type id, search category, search product id, search page size, search page or search sort. Use this to find existing inventories before creating a new inventory. API summary: Search inventory types.
  • search_invoicesSearch invoices by search bill profile id, search description, search active, search page size, search page or search sort. Use this to find existing invoices before creating a new invoice. API summary: Search bill profiles.
  • search_note_typesSearch messages by search note type id, search description, search page size, search page or search sort. Use this to find existing messages before creating a new message. API summary: Search note types.
  • search_notesSearch notes by `search_customer_id`, order, request or note type.
  • search_order_service_productsSearch products by search order id, search service product id, search page size, search page or search sort. Use this to find existing products before creating a new product. API summary: Search order service products.
  • search_order_servicesSearch orders by search order id, search service id, search page size, search page or search sort. Use this to find existing orders before creating a new order. API summary: Search order services.
  • search_ordersSearch provisioning orders by `search_customer_id`, status, type, assignee or dates.
  • search_package_productsSearch products by search package product id, search product id, search package id, search description, search code 1 or search page size. Use this to find existing products before creating a new product. API summary: Search package products.
  • search_packagesSearch packages by search package id, search description, search provider id, search class, search active or search created date start. Use this to find existing packages before creating a new package.
  • search_payment_methodsSearch payments by search payment method id, search description, search cc enabled, search erate enabled, search ach enabled or search show in customer portal flag. Use this to find existing payments before creating a new payment. API summary: Search payment methods.
  • search_paymentsSearch payments by `search_customer_id`, bill, payment method or created date.
  • search_process_phasesSearch process phases by search process phase id, search process id, search active, search name, search page size or search page. Use this to find existing process phases before creating a new process phase.
  • search_process_routesSearch process routes by search process route id, search process phase id, search description, search page size, search page or search sort. Use this to find existing process routes before creating a new process route.
  • search_processesSearch processes by search process id, search name, search active, search type, search created date start or search created date end. Use this to find existing processes before creating a new process.
  • search_product_typesSearch products by search product type id, search description, search product type code, search page size, search page or search sort. Use this to find existing products before creating a new product. API summary: Search product types.
  • search_productallowancesSearch products by search product allowance id, search product id, search page size, search page or search sort. Use this to find existing products before creating a new product. API summary: Search productallowances.
  • search_productsSearch the product catalog by description, code, product type or active status.
  • search_products_2Search products by search inventory item id, search customer id, search identifier, search inventory type id, search status or search page size. Use this to find existing products before creating a new product. API summary: Search inventory items.
  • search_provider_accountsSearch accounts by search provider account id, search provider id, search description, search bill profile id, search state province or search gravity profile id. Use this to find existing accounts before creating a new account. API summary: Search provider accounts.
  • search_providercontactsSearch contacts by search provider contact id, search name, search email, search phone number, search website url or search page size. Use this to find existing contacts before creating a new contact. API summary: Search providercontacts.
  • search_providersSearch providers by search provider id, search description, search provider code, search gravity profile id, search state province or search created date start. Use this to find existing providers before creating a new provider.
  • search_report_categoriesSearch categories by search report category id, search description, search order index, search page size, search page or search sort. Use this to find existing categories before creating a new category. API summary: Search report categories.
  • search_reportsSearch reports by search report id, search report category id, search description, search created by, search page size or search page. Use this to find existing reports before creating a new report.
  • search_request_addressesSearch addresses by search request address id, search request id, search address id, search is shipping address, search page size or search page. Use this to find existing addresses before creating a new address. API summary: Search request addresses.
  • search_request_contactsSearch contacts by search request contact id, search request id, search contact id, search request address id, search page size or search page. Use this to find existing contacts before creating a new contact. API summary: Search request contacts.
  • search_request_productsSearch products by search request product id, search request service id, search request id, search product id, search page size or search page. Use this to find existing products before creating a new product. API summary: Search request products.
  • search_request_servicesSearch request services by search request service id, search request id, search request address id, search created date start, search created date end or search number. Use this to find existing request services before creating a new request service.
  • search_request_statusesSearch request statuses by search request status id, search active, search status type, search name, search created date start or search created date end. Use this to find existing request statuses before creating a new request status.
  • search_request_templatesSearch request templates by search request template id, search active, search name, search created date start, search created date end or search page size. Use this to find existing request templates before creating a new request template.
  • search_requestsSearch requests by search request id, search customer id, search request status id, search request status, search assigned to or search group assigned to. Use this to find existing requests before creating a new request.
  • search_service_commissionsSearch service commissions by search service commission id, search customer id, search service id, search agent id, search tier or search commission plan id. Use this to find existing service commissions before creating a new service commission. API summary: Search for one or more service commissions.
  • search_service_typesSearch service types by search service type id, search service code, search description, search active, search page size or search page. Use this to find existing service types before creating a new service type.
  • search_servicesSearch services (e.g. phone numbers, lines, circuits) by `search_customer_id`, number, description, service type or status.
  • search_subscriptionsSearch subscriptions by search webhook subscription id, search webhook receiver id, search event type, search page size, search page or search sort. Use this to find existing subscriptions before creating a new subscription. API summary: Search webhook subscriptions.
  • search_task_stepsSearch tasks by search task step id, search description, search active, search page size, search page or search sort. Use this to find existing tasks before creating a new task. API summary: Search task steps.
  • search_task_typesSearch tasks by search task type id, search description, search page size, search page or search sort. Use this to find existing tasks before creating a new task. API summary: Search task types.
  • search_tasksSearch tasks by `search_customer_id`, subject, assignee, order or dates.
  • search_tasks_2Search tasks by search process task id, search process phase id, search name, search page size, search page or search sort. Use this to find existing tasks before creating a new task. API summary: Search process tasks.
  • search_ticketprocessesSearch tickets by search ticket process id, search description, search page size, search page or search sort. Use this to find existing tickets before creating a new ticket. API summary: Search ticketprocesses.
  • search_ticketsSearch support tickets by `search_customer_id`, status, priority, assignee, contact or dates.
  • search_tickets_2Search tickets by search ticket journal id, search ticket id, search message, search is public, search created by or search created date start. Use this to find existing tickets before creating a new ticket. API summary: Search ticket journals.
  • search_usage_plan_group_plansSearch usage plan group plans by search usage plan group plan id, search usage plan group id, search plan id, search page size, search page or search sort. Use this to find existing usage plan group plans before creating a new usage plan group plan.
  • search_usage_plan_groupsSearch usage plan groups by search usage plan group id, search description, search active, search created date start, search created date end or search page size. Use this to find existing usage plan groups before creating a new usage plan group.
  • search_usage_plan_ratesSearch usage plan rates by search usage plan rate id, search plan id, search description, search page size, search page or search sort. Use this to find existing usage plan rates before creating a new usage plan rate.
  • search_usage_plansSearch usage plans by search plan id, search description, search active, search created date start, search created date end or search page size. Use this to find existing usage plans before creating a new usage plan.
  • search_user_groupsSearch users by search user group id, search group type, search name, search active, search page size or search page. Use this to find existing users before creating a new user. API summary: Search user groups.
  • search_usersSearch users by search task id, search user id, search page size, search page or search sort. Use this to find existing users before creating a new user. API summary: Search task notified users.
  • search_users_ge_tv1_usersSearch users by search user id, search agent id, search customer hierarchy id, search login, search first name or search last name. Use this to find existing users before creating a new user.
  • search_webhook_receiversSearch webhook receivers by search webhook receiver id, search description, search url, search page size, search page or search sort. Use this to find existing webhook receivers before creating a new webhook receiver.
  • submit_webhook_receiverDeletesActivate a webhook receiver (webhook receiver id). Destructive action; may require approval.
  • update_accountChanges dataUpdate an existing account identified by account id. Only the fields you pass are changed. API summary: Partially update payment account.
  • update_account_patc_hv1_provider_accounts_idChanges dataUpdate an existing account identified by account id. Only the fields you pass are changed. API summary: Partially update provider account.
  • update_addressChanges dataUpdate an existing address identified by address id. Only the fields you pass are changed. API summary: Do a partial update of an existing address.
  • update_address_patc_hv1_request_addresses_idChanges dataUpdate an existing address identified by address id. Only the fields you pass are changed. API summary: Partially update request address.
  • update_agentChanges dataUpdate an existing agent identified by agent id. Only the fields you pass are changed. API summary: Partially update agent.
  • update_categoryChanges dataUpdate an existing category identified by category id. Only the fields you pass are changed. API summary: Partially update product group.
  • update_category_patc_hv1_report_categories_idChanges dataUpdate an existing category identified by category id. Only the fields you pass are changed. API summary: Partially update report category.
  • update_contactChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Partially update contact.
  • update_contact_patc_hv1_contact_types_idChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Partially update contact type.
  • update_contact_patc_hv1_request_contacts_idChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Partially update request contact.
  • update_customerChanges dataUpdate an existing customer identified by customer id. Only the fields you pass are changed. API summary: Do a partial update of an existing customer.
  • update_customer_messagesVisible to othersUpdate an existing message identified by customer id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Do a partial update of an existing customer's bill messages.
  • update_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Partially update file.
  • update_integration_key_linkChanges dataUpdate an existing integration key link identified by integration key link id. API summary: Replace integration key link.
  • update_inventoryChanges dataUpdate an existing inventory identified by inventory id. Only the fields you pass are changed. API summary: Partially update inventory type.
  • update_invoiceChanges dataUpdate an existing invoice identified by invoice id. Only the fields you pass are changed. API summary: Partially update bill profile.
  • update_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Partially update note.
  • update_orderChanges dataUpdate an existing order identified by order id. Only the fields you pass are changed. API summary: Partially update order.
  • update_ordersVisible to othersUpdate an existing order. Has effects visible outside this system. API summary: Choose the next process phase route for an existing order.
  • update_packageChanges dataUpdate an existing package identified by package id. Only the fields you pass are changed. API summary: Partially update package.
  • update_paymentcardChanges dataUpdate an existing paymentcard identified by paymentcard id. Only the fields you pass are changed. API summary: Update a card payment account.
  • update_productChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Partially update inventory item.
  • update_product_patc_hv1_package_products_idChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Partially update package product.
  • update_product_patc_hv1_products_idChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Partially update product.
  • update_product_patc_hv1_request_products_idChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Partially update request product.
  • update_product_patc_hv1_service_product_idChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Partially update service product.
  • update_providerChanges dataUpdate an existing provider identified by provider id. Only the fields you pass are changed. API summary: Partially update provider.
  • update_requestChanges dataUpdate an existing request identified by request id. Only the fields you pass are changed. API summary: Partially update request.
  • update_request_approvalsVisible to othersUpdate an existing approval identified by request id. Has effects visible outside this system. API summary: Approve a request.
  • update_request_serviceChanges dataUpdate an existing request service identified by request service id. Only the fields you pass are changed. API summary: Partially update request service.
  • update_reratesVisible to othersUpdate an existing rerate identified by customer id. Has effects visible outside this system. API summary: Rerate unbilled usage of an existing customer.
  • update_serviceChanges dataUpdate an existing service identified by service id. Only the fields you pass are changed. API summary: Partially update service.
  • update_service_commissionChanges dataUpdate an existing service commission identified by service commission id. Only the fields you pass are changed. API summary: Do a partial update of an existing service commission.
  • update_subscriptionDeletesUpdate an existing subscription identified by subscription id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Partially update webhook subscription.
  • update_taskChanges dataUpdate an existing task identified by task id. Only the fields you pass are changed. API summary: Partially update task.
  • update_tasksVisible to othersUpdate an existing task identified by task id. Has effects visible outside this system. API summary: Take action on task.
  • update_ticketChanges dataUpdate an existing ticket identified by ticket id. Only the fields you pass are changed. API summary: Partially update ticket.
  • update_usage_planChanges dataUpdate an existing usage plan identified by usage plan id. Only the fields you pass are changed. API summary: Partially update usage plan.
  • update_usage_plan_groupChanges dataUpdate an existing usage plan group identified by usage plan group id. Only the fields you pass are changed. API summary: Partially update usage plan group.
  • update_usage_plan_group_planChanges dataUpdate an existing usage plan group plan identified by usage plan group plan id. Only the fields you pass are changed. API summary: Partially update usage plan group plan.
  • update_usage_plan_rateChanges dataUpdate an existing usage plan rate identified by usage plan rate id. Only the fields you pass are changed. API summary: Partially update usage plan rate.
  • update_usersVisible to othersUpdate an existing user. Has effects visible outside this system. API summary: Replace task notified users on the task.
  • update_webhook_receiverDeletesUpdate an existing webhook receiver identified by webhook receiver id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Partially update webhook receiver.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose Rev.io from the app list.

  2. 2

    Paste your key

    Enter three fields: the API user as loginname@clientcode, that user's password, and your APIM subscription key. In Rev.io create an API-only user with the permissions you want. For the subscription key, sign up at developers.rev.io, go to Products > Rev.io API and create a subscription named 'CLIENT NAME-KEY'. After Rev.io approves it (about 48 hours) the key is under Profile > Show key.

  3. 3

    Add the link to your AI

    You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:

    1. Click your name, then Settings › Connectors › Add custom connector.
    2. Paste your link as the Remote MCP server URL.
    3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Rev.io?

It can search and read customers, contacts, bills, charges, credits, payments, services, products, orders, notes, tasks and tickets, read account aging and download bill PDFs. It can create customers, contacts, notes, tasks, tickets and ticket comments, and refund payments.

Does the AI see my Rev.io credentials?

No. You paste your Rev.io API user, password and subscription key into HeyMyApps once. It is encrypted at rest, never shown to the AI and never shown again after you save it. The AI only sees the results of the tools you have switched on.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Refunding a payment returns money to the customer and cannot be undone, so it can require your approval before it runs. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan, and you do not need a credit card to start. Paid plans are billed per completed task. You also need your own Rev.io account.

Why does Rev.io need three credentials?

Rev.io's API uses an API-only user, entered as loginname@clientcode with its password, plus an APIM subscription key for your company. The user's permissions in Rev.io also limit what the AI can reach. Getting the subscription key approved takes about 48 hours.

Let your AI work in Rev.io today.

Start free. Your key stays encrypted, and you decide what the AI may do.

Connect Rev.io free

HeyMyApps is not affiliated with Rev.io. Product names are trademarks of their owners.