What you can automate

When customer Comment Received in Revolear, find or create account, then find or create contact, then add contact to account in Salesflare.

When deal Created in Revolear, create opportunity in Salesflare.

When customer Suggestion Received in Revolear, find or create account, then find or create contact, then add contact to account in Salesflare.

When new Account in Salesflare, create/Update Account in Revolear.

When new Opportunity in Salesflare, create Deal in Revolear.

About Revolear

Revolear is an end-to-end platform for structuring, proposing, negotiating, and approving deals. Designed for humans. Powered by AI.

Revolear operations on Zapier

Start a workflow when this happens

Agreement Sent for Signature — Triggers when a user sends an agreement for Signature.
Agreement Signature Complete — Triggers when all signatories when completed the signature process for an agreement.
Create/Update Account — Triggers when a account is created/updated.
Create/Update Contact — Triggers when a contact is created/updated.
Customer Comment Received — Triggers when a Contact sends a comment on a proposal or agreement.

Show 6 more triggers

Customer Suggestion Received — Triggers when a Contact sends a suggestion on a proposal or agreement.
Deal Created — Triggers when a new deal is created.
Publish Proposal — Triggers when a proposal is published.
Share Proposal or Agreement — Triggers when a version of a proposal or agreement is shared with a customer.
Submit Form — Triggers when a form is submitted
View Proposal or Agreement — Triggers when a Contact views a proposal or agreement.

Things Salesflare can make it do

Add Signatory to Page — Add a signatory to a page in Revolear.
Apply Prediction — Update Revolear Deal with latest predicted value for a field.
Create Contact — Creates a contact in Revolear enriched with Zoominfo. If provided fields then it will update the existing contact.
Create Deal — Creates a new deal, and associates the primary contact and account.
Create/Update Account — Create and Update a account in Revolear.

Show 16 more actions

Download Agreement — Download the agreement for the deal.
Generate Page — Generate a page in Revolear.
Generate Smart Block — Generate smart block in Revolear.
Invite to DealSpace — Invite contacts to a DealSpace in Revolear.
Look Up Account by Account ID — Look up a account by its unique identifier in Revolear.
Look Up Contact by Contact Email — Look up a Revolear contact by its unique identifier in Revolear.
Look Up Deals by External ID — Look up deals by a unique external identifier.
Look Up Deals by Its Name — Look up deals by its name. If there are multiple deals with the same name, all of them will be returned.
Look Up Product by Product Name — Look up a Revolear product by its name.
Look Up Solution Elements by Solution ID — Look up a deal elements by its unique identifier in Revolear.
Look Up a Deal by Account ID — Look up a deal by a unique account identifier in Revolear.
Look Up a Deal by Deal ID — Look up a deal by its unique identifier in Revolear.
Publish Page — Publish a page in Revolear.
Submit Revolear Form — Submit a Revolear form.
Update Deal — Update Revolear Deal for header fields.
Validate Contact — Creates a contact in Revolear enriched with Zoominfo. If provided fields then it will update the existing contact.

Revolear and Salesflare