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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Customer Comment Received" from Revolear.

Add your action

An action happens after the trigger—such as "Conditionally run..." in Paths by Zapier.

You’re connected!

Zapier seamlessly connects Revolear and Paths by Zapier, automating your workflow.

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
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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
Conditionally run...
Creates a new branch.
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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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
- Color
- Emoji
- Rules
  Required
Action
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Connect Revolear and Paths by Zapier 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.

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.

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.

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.

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.

Learn how to automate Paths by Zapier on the Zapier blog

Make work flow with AI

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

Learn about AI automation

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 Paths by Zapier

Conditional logic for your Zapier workflows. Paths let your apps take different actions based on conditions you choose.

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