Create integrations between Formstack and InvestNext to automate any workflow
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
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 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
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.
- New Form
Triggers when a new Form is created.
Try It - FormRequired
- User Agent
- Remote Address
- Mark Submission as "read"?
- Dynamic Fields
Try It- Updated Opportunity Stage
Triggers when an opportunity stage is updated
Try It
- FormRequired
- Field identification
Try It- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
- New Opportunity
Triggers when a new opportunity is created
Try It - First NameRequired
- Last NameRequired
- EmailRequired
- Phone Number
- Send Invite To Investor Portal?
- Update Existing Contact Record?
Related categories
Related categories