Fundwave + Google Forms
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.
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 Response
Triggers when a new form response is received.
- automatically do this...Find Pipeline in Dealflow
Find Pipeline in Dealflow by Name.
- then do this...Find Sector in Dealflow
Find Sector in Dealflow by Name for a given Pipeline ID.
- then do this...Find Source in Dealflow
Find Source in Dealflow by Name for a given Pipeline ID.
- then do this!Add Deal
Adds a new Deal to Dealflow.
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FormRequired
Try ItStop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
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
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?
FormRequired
Try ItDeal 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)
Note ContentRequired
Pipeline IDRequired
Deal IDRequired
Asset ID
Asset NameRequired
Currency CodeRequired
Country CodeRequired
Sub Sector IDRequired
Fund IDRequired
