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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

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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 "Add Contact to Campaign" in Salesforce.

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Zapier seamlessly connects Revolear and Salesforce, 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
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
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or 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
Try It
- 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 Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

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Connect Revolear and Salesforce 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 Salesforce on the Zapier blog

Make work flow with AI

Level up your Revolear to Salesforce 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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Related categories

App Builder

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

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