Third Party Integration

An integration is the actual link with RevCent and your third party account. Used in combination with a Trigger, you can have entities created in your third party account.

New: Check out our RevCent Functions tool which allows much greater flexibility and can integrate with any third party.

Why Use A Third Party Integration?

• Add a new customer to a MailChimp email list when a sale is created.
• Create an invoice in a specific Xero business account.
• Send a message to a custom webhook.
• Create as many integrations as you want.

View Third Party Integrations

View your third party integrations by clicking Integrations > Third Party > Integrations in the sidebar, or go to https://revcent.com/user/third-party-integrations

Create A Third Party Integration

Create a new third party integration by clicking the Create New Third Party Integration button when viewing all third party integrations or go to https://revcent.com/user/new-third-party-integration

Name

Enter a name for the third party integration. Required.

Description

Enter a description for the third party integration.

Once the third party integration is created you will be forwarded to the Edit Third Party Integration Page for the new third party integration. You can then select and enter the required credentials for the third party you are linking. Continue to the Edit A Third Party Integration section below.

Edit A Third Party Integration

Edit an existing third party integration by clicking the edit icon when viewing all third party integrations.

Name

Enter a name for the third party integration. Required.

Description

Enter a description for the third party integration.

Status

Set the status for the third party integration.

Third Party

Select the third party that you wish to link. Once a third party is selected you will be required to enter the credentials that are necessary to link the third party. Each third party is different in the credentials that are required.

Example: In the image above we have selected MailChimp as the third party. MailChimp requires an API key in order to link RevCent. You will need to enter the MailChimp API key.

Saving Third Party Credentials

1. Click the Test button so RevCent can verify your credentials are correct.
2. Click the Save button next to the Test button so RevCent can save your credentials.
3. Click the Save Changes button at the bottom of the Edit Third Party Integration page.
4. After the page has reloaded continue to the Specific Fields section below.

Specific Fields

This is the important part. Some third parties require specific fields in order for the integration to fully work. Depending on the required fields, RevCent will display form fields for you to select.

In the example image above we have selected MailChimp as the third party. MailChimp requires that you select a Member Status and a MailChimp list. Any fields for the third party that are marked required are necessary.

Saving Specific Fields

1. Select each required field for the third party.
2. Click the Save Changes button at the bottom of the Edit Third Party Integration page.
3. Congratulations, your integration is now complete.

Integration Set Up Complete

Now that you have linked the third party and selected any required fields, continue to the Trigger section for setting up a trigger that will use the integration.

Trigger

A trigger is a combination of an event, Third Party Integration and optional Campaign filters.

Third Party Integration Required

In order to utilize a trigger you must have at least one Third Party Integration.

How Does A Trigger Work?

1. You create a trigger with an event and a third party integration.
2. When the event occurs, the trigger is fired.
3. The trigger refers to the integration and proceeds accordingly.
4. Depending on the event and the integration, RevCent will create the required entities in the third party.
5. Optional Campaign Filters can be set to ensure only specific events with matching RevCent campaign(s) fire the trigger.

Supported Trigger Events

• New Customer: A customer is created in your account, either by a new sale, new customer signup, etc.
• Customer Added or Removed From Group: A customer is added or removed from a customer group. Useful for syncing with email marketing.
• Sale Created: A new sale is created in your account and payment was either successful or unsuccessful.
• Subscription Renewal Success: A new subscription renewal is created in your account and payment was successful.
• Subscription Renewal Fail: A new subscription renewal is created in your account and payment was unsuccessful.
• Trial Expired Success: A trial has expired and payment was successful.
• Trial Expired Fail: A trial has expired and payment was unsuccessful.
• Usage Account Charge Success: A usage account was successfully charged at the end of the billing period.
• Usage Account Charge Fail: A usage account was unsuccessfully charged at the end of the billing period.
• Salvage Transaction Success: A salvage transaction has been successfully processed and payment was successful.
• Refund Created: A pending refund was created.

View Triggers

View your triggers by clicking Integrations > Third Party > Triggers in the sidebar, or go to https://revcent.com/user/triggers

Create A Trigger

Create a new trigger by clicking the Create New Trigger button when viewing all triggers or go to https://revcent.com/user/new-trigger

Name

Enter a name for the trigger. Required.

Description

Enter a description for the trigger.

Once the trigger is created you will be forwarded to the Edit Trigger Page for the new trigger. You can then select the event and optional Campaign filter. Continue to the Edit A Trigger section below.

Edit A Trigger

Edit an existing trigger by clicking the edit icon when viewing all triggers.

Name

Enter a name for the third party integration. Required.

Description

Enter a description for the third party integration.

Status

Set the status for the third party integration.

Trigger Event

Select the event that will fire the trigger.

Third Party Integration

Select your Third Party Integration.

Campaign Filter

Select one or more campaigns which are required for the trigger to proceed. Optional. Not available for “Added or Removed From Group” trigger.

Customer Group Filter

Select one or more customer groups which when a customer is added or removed from a selected group, the trigger will either add or remove the customer from third party email marketing services. Only available for “Added or Removed From Group” trigger.