Formstack + InvestNext
Create contacts in InvestNext for new Formstack submissions
Effortlessly manage new leads from Formstack by adding them as contacts in InvestNext with this seamless workflow. Whenever you receive a new submission in Formstack, the contact information will be instantly added to your InvestNext account. Save precious time and stay organized by allowing this automation to handle your lead capturing process.
Effortlessly manage new leads from Formstack by adding them as contacts in InvestNext with this seamless workflow. Whenever you receive a new submission in Formstack, the contact information will be instantly added to your InvestNext account. Save precious time and stay organized by allowing this automation to handle your lead capturing process.
- When this happens...New Submission
Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.
- automatically do this!Create Contact
Creates a new contact in the CRM (duplicate email addresses will be ignored)
- Free forever for core features
- 14 day trial for premium features & apps
New Form
Triggers when a new Form is created.
Try ItFormRequired
User Agent
Remote Address
Mark Submission as "read"?
Dynamic Fields
Try ItUpdated Opportunity Stage
Triggers when an opportunity stage is updated
Try It
FormRequired
Field identification
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Opportunity
Triggers when a new opportunity is created
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Phone Number
Send Invite To Investor Portal?
Update Existing Contact Record?
