Revolear + Slack

Revolear + Slack integrations

Send channel messages in Slack when proposals or agreements are viewed in Revolear

Boost your team's efficiency by streamlining your communication process between Revolear and Slack. With this workflow, each time a proposal or agreement is viewed on Revolear, a channel message is promptly sent on Slack. By keeping everyone informed, this aids in timely decision making and improves overall productivity.

When this happens...
View Proposal or AgreementTriggers when a Contact views a proposal or agreement.
TriggerInstant
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Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWrite

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More things you can do with Revolear and Slack

Discover other triggers and actions you can use with Revolear and Slack

Customer Comment Received
Triggers when a Contact sends a comment on a proposal or agreement.
Trigger
Instant
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Agreement Signature Complete
Triggers when all signatories when completed the signature process for an agreement.
Trigger
Instant
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Share Proposal or Agreement
Triggers when a version of a proposal or agreement is shared with a customer.
Trigger
Instant
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Submit Form
Triggers when a form is submitted
Trigger
Instant
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Create/Update Account
Triggers when a account is created/updated.
Trigger
Instant
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View Proposal or Agreement
Triggers when a Contact views a proposal or agreement.
Trigger
Instant
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- Solution Id
  Required
- Solution Element Path
  Required
- User Context Email
Action
Write

- Emails
  Required
- Solution Id
  Required
- User Context Email
- First Name
- Last Name
- Phone
- Company
- Image URL
- Salutation
- Title
- Enriched
- Management Level
- Contact Accuracy Score
- Country
- Region
- metroArea
- Position Start Date
- Years of Experience
- City
- LinkedIn URL
- Scheduling URL
- Job Function
- Department
- IsOrgSignatory
Action
Write
- Solution Id
  Required
- Envelope Id
- User Context Email
Action
Write
- Solution Id
  Required
- Proposal Id
  Required
- User Context Email
Action
Write
- Revolear Account ID
  Required
- User Context Email
Action
Write
- Revolear Account ID
- User Context Email
Action
Write
- Revolear Solution External ID
- User Context Email
- CRM Integration Platform
Action
Write
- Revolear Product Name
- Revolear Product Display Label
- User Context Email
Action
Write
- Solution Id
  Required
- Site Name
  Required
- User Context Email
- Show Contact Card
- Contact Card User Id
- Deafult Page Name
- Pages Name
- message
Action
Write
- Solution Id
  Required
- User Context Email
- Elements to be updated
- Agreement Date
- Account Primary
- Amount Primary Abbreviation
- Amount Secondary
- Amount Secondary Abbreviation
- Amount Tertiary
- Amount Tertiary Abbreviation
- Annual Contract Value
- Annual Recurring Revenue
- Approval Status
- Created Date
- Currency Code
- Effective Date
- Effective Duration
- End Date
- Name
- Owner Id
- Status
- Opportunity ID
- Opportunity Name
- HubSpot ID
- HubSpot Deal Name
- External ID
- Opportunity Stage
- Account ID
- Primary Contact Email
Action
Write
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- Search Query
  Required
- Optimized data
Trigger
Polling
Try It
- Channel ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
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- Automation Identifier
- Access type
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- Text
  Required
- Remind when?
  Required
- Remind who?
Action
Write
- Conversation ID
  Required
- Scheduled As
  Required
- Scheduled Message ID
  Required
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Allowed_delete_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
Action
Write
- Canvas ID
  Required
- Operation
  Required
Action
Write
- Channel Name
  Required
Action
Write
- Status_copy
- Approval request message
  Required
- Send message as
  Required
- Approval type
  Required
- Zap_id
- Include a link to this automation?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Conversation ID
  Required
- Message TS (ID)
  Required
Action
Search
- Email
  Required
- Return Raw Results?
Action
Search
- Full Name
  Required
- Return Raw Results?
Action
Search

Deal Created
Triggers when a new deal is created.
Trigger
Instant
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Agreement Sent for Signature
Triggers when a user sends an agreement for Signature.
Trigger
Instant
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Publish Proposal
Triggers when a proposal is published.
Trigger
Instant
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Customer Suggestion Received
Triggers when a Contact sends a suggestion on a proposal or agreement.
Trigger
Instant
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Create/Update Contact
Triggers when a contact is created/updated.
Trigger
Instant
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- Solution Id
  Required
- Proposal Id
  Required
- Emails
  Required
- User Context Email
Action
Write
- Account URL
  Required
- Account Name
  Required
- User Context Email
- Account Nickname
- Account phone number
- Account city
- Account country
- Account zip code
- Account State
- Account Street
- Account Description
- Account Website
- Account Legal Form
- Additional Inputs
Action
Write
- User Context Email
- Additional Inputs
- Name
- External Id
- Revolear Solution Model Name
  Required
- Effective Date
- Duration
- End Date
- Party Id
- Primary Email
- Status
- Account Id
- primaryDealTeam
- opportunityId
Action
Write
- Solution Id
  Required
- Template Name
  Required
- User Context Email
Action
Write
- Solution Id
  Required
- Proposal Id
  Required
- Emails
  Required
- User Context Email
- Email Template Name
Action
Write
- Revolear Contact Email
  Required
- User Context Email
Action
Write
- Revolear Solution ID
- User Context Email
Action
Write
- Revolear Solution Name
- User Context Email
Action
Write
- Revolear Solution ID
- User Context Email
Action
Write
- Solution Id
  Required
- Form Name
  Required
- Additional Inputs
- User Context Email
Action
Write
- Emails
  Required
Action
Write
New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include_alias
Trigger
Instant
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- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
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- Channel
  Required
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- Channel
  Required
- Message
  Required
- Reaction
  Required
Action
Write
- Conversation ID
  Required
Action
Write
- Channel
  Required
- Users
  Required
Action
Write
- Title
- Content
- Channel ID
Action
Write
- Send Multi Message
- Message Text
  Required
- Send as a bot?
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Allowed_edit_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel
  Required
- Topic
  Required
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Search Query
  Required
- Sort By
- Sort Direction
- Include Bot Messages in Search Results?
Action
Search
- ID
  Required
- Return Raw Results?
Action
Search
- Username
  Required
- Return Raw Results?
Action
Search

About Revolear

Revolear is an end-to-end platform for structuring, proposing, negotiating, and approving deals. Designed for humans. Powered by AI.

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About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

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