Give agents the order and subscription details they need, and reach buyers the moment a payment fails.
Get more done with Tidio and Rev.io integration
Answer billing, usage and provisioning questions in Tidio with the Rev.io account in view.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
Compare plans
Category
Finance
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Rev.io
Explain a usage charge
The Rev.io invoice next to the usage data answers the bill shock question with numbers.
Answer why a service stopped
Suspension status usually explains it, and often points at a failed payment.
Track a provisioning order
Order status from Rev.io tells the customer what stage their service is at.
Escalate with the account
When billing has to get involved, the invoice is already identified.
Overview
Rev.io bills the complicated things: recurring plans, usage, services that get provisioned and suspended. Customers ask about the invoice they do not recognize and the service that stopped working, and both answers live in the same place. Reading Rev.io into Tidio gives the agent the account, the invoice and the usage behind it. Provisioning, adjustments and payments are still made in Rev.io.
Key features
- Invoice and usage in the chat The Rev.io invoice with the usage that explains it.
- Service status visible See whether a service is active or suspended.
- Order and provisioning state Answer where a new service actually got to.
- Adjustments stay in Rev.io Credits and payments are posted where the trail is.
Rev.io
Finance
Tags
Workflow Automation
Contact Sync
How it works
Connect Rev.io in minutes
1
Connect Rev.io and Tidio
Zapier, Integrately or Make links the two, or a service reads Rev.io and posts to the Tidio API.
2
Match the account
Lookups key on the Rev.io account, so agree on the identifier support will ask for.
3
Keep changes in Rev.io
Provisioning, credits and payments are made there, with the approvals they need.
Discover more integrations
All Integrations
Feed the numbers your conversations produce into the plans your finance team builds.
Bring support and demand signals from chat into the plans your business runs on.
Answer billing questions with the BlueSnap payment in view, and reach out when one fails.
Give agents the Braintree transaction behind every billing question, and act on disputes sooner.
Use the conversation as dispute evidence, and reach the customer before a case is decided.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Rev.io integration
Can agents suspend or reactivate a service?
Reactivating after a payment is reasonable if you set a rule for it. Suspending is a billing decision with contract implications, so leave it in Rev.io. The conversation is better used to explain why a suspension happened, which is the question customers actually ask.
How much usage detail should be shown?
Enough to explain the charge: the period, the total and the largest components. A full usage export in a chat window produces more questions than it answers, and the customer who wants line by line detail can be sent the Rev.io invoice.
Is the Rev.io integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Rev.io integration.