Send Slack channel messages for new deals created in Revolear
Easily keep your team updated on new deals. With this workflow, each time a new deal is created in Revolear, a channel message is posted in Slack. Streamline your operations, improve team transparency, and ensure everyone is on the same page.
Easily keep your team updated on new deals. With this workflow, each time a new deal is created in Revolear, a channel message is posted in Slack. Streamline your operations, improve team transparency, and ensure everyone is on the same page.
- When this happens...Deal Created
Triggers when a new deal is created.
TriggerInstantThis event starts a Zap instantly. - automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
ActionWriteCreate a new record or update an existing record in your app.
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Customer Comment Received
Triggers when a Contact sends a comment on a proposal or agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Agreement Signature Complete
Triggers when all signatories when completed the signature process for an agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Share Proposal or Agreement
Triggers when a version of a proposal or agreement is shared with a customer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Submit Form
Triggers when a form is submitted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create/Update Account
Triggers when a account is created/updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.View Proposal or Agreement
Triggers when a Contact views a proposal or agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Solution IdRequired
Solution Element PathRequired
User Context Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Solution IdRequired
Envelope Id
User Context Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Solution IdRequired
Proposal IdRequired
User Context Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Revolear Account IDRequired
User Context Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Revolear Account ID
User Context Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Revolear Solution External ID
User Context Email
CRM Integration Platform
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Revolear Product Name
Revolear Product Display Label
User Context Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Solution IdRequired
Site NameRequired
User Context Email
Show Contact Card
Contact Card User Id
Deafult Page Name
Pages Name
message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Solution IdRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
User Name
Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Search QueryRequired
Optimized data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConversation ID
Reaction
Member ID
Message Author ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Zap Identifier
Access type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Delete Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Edit Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
Content Type
Reply Broadcast
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Topic set by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Status Emoji
Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove User from Channel
This action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch QueryRequired
Sort By
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
Deal Created
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Agreement Sent for Signature
Triggers when a user sends an agreement for Signature.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Publish Proposal
Triggers when a proposal is published.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Suggestion Received
Triggers when a Contact sends a suggestion on a proposal or agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create/Update Contact
Triggers when a contact is created/updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Solution IdRequired
Proposal IdRequired
EmailsRequired
User Context Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
Additional Inputs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.User Context Email
Additional Inputs
Name
External Id
Revolear Solution Model NameRequired
Effective Date
Duration
End Date
Party Id
Primary Email
Status
Account Id
primaryDealTeam
opportunityId
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Solution IdRequired
Template NameRequired
User Context Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Solution IdRequired
Proposal IdRequired
EmailsRequired
User Context Email
Email Template Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Revolear Contact EmailRequired
User Context Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Revolear Solution ID
User Context Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Revolear Solution Name
User Context Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Revolear Solution ID
User Context Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Solution IdRequired
Form NameRequired
Additional Inputs
User Context Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.EmailsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.New Channel
Triggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Username
Highlight Word
Trigger for Bot Messages?
Only Public Channels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
Remind when?Required
Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Scheduled AsRequired
Scheduled Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Message TextRequired
Send as a bot?
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Copy
Approval request messageRequired
Send message asRequired
Approval typeRequired
Zap Id
Include a link to this Zap?
Approve button URL
Approve button label
Add decline button
Add details button
Require confirmation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Title
Email
Display Name
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Private Channel
This action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message TS (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app