Revolear + Slack

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 Agreement
Triggers when a Contact views a proposal or agreement.
TriggerInstant
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Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
ActionWrite

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Supported triggers and actions

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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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 IdRequired
- Proposal IdRequired
- EmailsRequired
- User Context Email
Action
Write
- EmailsRequired
- Solution IdRequired
- 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 IdRequired
- Template NameRequired
- User Context Email
Action
Write
- Revolear Account IDRequired
- 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
- Solution IdRequired
- Site NameRequired
- User Context Email
- Show Contact Card
- Contact Card User Id
- Deafult Page Name
- Pages Name
- message
Action
Write
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- Search QueryRequired
- Optimized data
Trigger
Scheduled
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- Channel
- Reaction
- User
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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- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
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
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- 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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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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- Account URLRequired
- Account NameRequired
- 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
Action
Write
- User Context EmailRequired
- Additional Inputs
- Name
- External Id
- Revolear Solution Model NameRequired
- Effective Date
- Duration
- End Date
- Party Id
- Primary Email
- Status
- Account Id
- primaryDealTeam
Action
Write
- Solution IdRequired
- Proposal IdRequired
- EmailsRequired
- User Context Email
Action
Write
- Revolear Contact EmailRequired
- User Context Email
Action
Write
- Revolear Solution ID
- User Context Email
Action
Write
- Revolear Solution Name
- User Context Email
Action
Write
- Solution IdRequired
- User Context Email
- 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
New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include Alias
Trigger
Instant
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- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
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- ChannelRequired
- 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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- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap Id
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
Action
Write
- Status Text
- Status Emoji
- Expiration Time
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
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
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
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- 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.

Related categories

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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.

Learn more

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Revolear + Slack

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

Customer Comment Received

Agreement Signature Complete

Share Proposal or Agreement

Customer Suggestion Received

Create/Update Contact

Add Signatory to Page

Create Contact

Generate Page

Look Up Account by Account ID

Look Up a Deal by Account ID

Look Up Deals by External ID

Publish Page

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Reaction Added

New User

Invite User to Channel

Send Direct Message

Send Private Channel Message

Update Profile

API Request (Beta)

Retrieve Thread Messages

Create Private Channel

Edit Message

Find Message

Find User by ID

Find User by Username

Deal Created

Agreement Sent for Signature

Publish Proposal

Create/Update Account

View Proposal or Agreement

Create Account

Create Deal

Invite to Deal Room

Look Up Contact by Contact Email

Look Up a Deal by Deal ID

Look Up Deals by Its Name

Update Deal

New Channel

New Team Custom Emoji

New Mention

New Message Posted to Private Channel

New Saved Message

Add Reminder

Send Channel Message

Create Channel

Set Channel Topic

Set Status

Delete Message

Remove User from Channel

Find Public Channel

Get Message by Timestamp

Find User by Email

Find User by Name

About Revolear

Related categories

About Slack

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