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Integrate Revolear with Vestaboard to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Revolear with Vestaboard - no code necessary. See how you can get setup in minutes.

Select a trigger from Revolear

A trigger is an event that starts your Zap and runs the workflow. For example, with Revolear, a trigger could be "Customer Comment Received."

A trigger is the event that kicks off your automated workflow.

Setup an action from Vestaboard

An action is what takes place after the automation is triggered. For example, with Vestaboard, the action could be "Send Message."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Revolear to Vestaboard

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Revolear to Vestaboard integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Revolear and Vestaboard to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Revolear and Vestaboard to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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 Id
  Required
- Proposal Id
  Required
- Emails
  Required
- User Context Email
Action
Write
- Emails
  Required
- Solution Id
  Required
- User Context Email
- First Name
- Last Name
- Account phone number
- Company
- Image URL
- Salutation
- Title
- Enriched
- Management Level
- Contact Accuracy Score
- Account country
- Region
- metroArea
- Position Start Date
- Years of Experience
- Account city
- LinkedIn URL
- Scheduling URL
- Job Function
- Department
- IsOrgSignatory
Action
Write

- Solution Id
  Required
- Template Name
  Required
- User Context Email
Action
Write
- Account Id
- User Context Email
Action
Write
- Account Id
- User Context Email
Action
Write
- External Id
- User Context Email
- CRM Integration Platform
Action
Write
- Solution Id
  Required
- Account Name
  Required
- User Context Email
- Show Contact Card
- Contact Card User Id
- Deafult Page Name
- Pages Name
- message
Action
Write
- Text
  Required
- Board
  Required
Action
Write

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
Try It
- 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
Action
Write
- User Context Email
- Additional Inputs
- Account Name
  Required
- External Id
- Revolear Solution Model Name
  Required
- Effective Date
- Duration
- End Date
- Party Id
- Primary Email
- Status
- Account Id
- primaryDealTeam
Action
Write
- Solution Id
  Required
- Proposal Id
  Required
- Emails
  Required
- User Context Email
Action
Write
- Emails
  Required
- User Context Email
Action
Write
- Solution Id
  Required
- User Context Email
Action
Write
- Revolear Solution Name
- User Context Email
Action
Write
- Solution Id
  Required
- 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
- Duration
- End Date
- Account Name
  Required
- Owner Id
- Status
- Opportunity ID
- Opportunity Name
- HubSpot ID
- HubSpot Deal Name
- External Id
- Opportunity Stage
- Account Id
- Primary Email
Action
Write