Fundwave + Google Forms integrations
Add deals in Fundwave from new Google Forms responses
This integration automatically adds each new response received on Google Forms as a deal in Fundwave. The respondent's email gets recorded as the deal contact person, allowing you to streamline your deal creation work.
- When this happens...New Form ResponseTriggers when a new form response is received.
- automatically do this...Find Pipeline in DealflowFind Pipeline in Dealflow by Name.
- then do this...Find Sector in DealflowFind Sector in Dealflow by Name for a given Pipeline ID.
- then do this...Find Source in DealflowFind Source in Dealflow by Name for a given Pipeline ID.
- then do this!Add DealAdds a new Deal to Dealflow.
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More things you can do with Google Forms and Fundwave
Discover other triggers and actions you can use with Google Forms and Fundwave
- FormRequired
Try ItTriggerInstant- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite- Fund NameRequired
- Currency CodeRequired
- Country CodeRequired
- Incorporation Date of the Fund Parnership (YYYY-MM-DD)Required
- Fund Initial Closing Date (YYYY-MM-DD)Required
- Fund TypeRequired
- Investor Account TypeRequired
- Chart Of AccountsRequired
- Manager ID
- Source Fund ID
- Template COA ID
- Is New COA
ActionWrite- Text of the Asset UpdateRequired
- Asset ID
- Asset Update Type ID
- Date of the Asset Update (format -> YYYY-MM-DDTHH:MM:SSZ)
- Is the Asset Update Significant?
ActionWrite
- FormRequired
Try ItTriggerInstant- Deal NameRequired
- Pipeline IDRequired
- Description
- Stage (ID)
- Contact Person Name
- Contact Person Email
- Contact Person Mobile No
- How much you are raising
- Sector ID
- Sub Sector ID
- Source (ID)
ActionWrite- Note ContentRequired
- Pipeline IDRequired
- Deal IDRequired
ActionWrite- Asset ID
- Asset NameRequired
- Currency CodeRequired
- Country CodeRequired
- Sub Sector IDRequired
- Fund IDRequired
ActionWrite
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Google Forms is an easy way to collect data from the web with a simple UI and powerful editor. Works hand-in-hand with Google Sheets!
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