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Gmail + InvestNext

Send emails in Gmail for new form submissions in InvestNext

Receive an email notification in Gmail when a new form submission is received on InvestNext, keeping you up-to-date on your investment opportunities. This automation simplifies the process of tracking form submissions without manually checking the InvestNext app, allowing you to focus on more important tasks. Stay informed and never miss an important form submission again.

Receive an email notification in Gmail when a new form submission is received on InvestNext, keeping you up-to-date on your investment opportunities. This automation simplifies the process of tracking form submissions without manually checking the InvestNext app, allowing you to focus on more important tasks. Stay informed and never miss an important form submission again.

  1. When this happens...
    InvestNextInvestNext
    Form Submission

    Trigger when a new form is submitted

    TriggerScheduled
  2. automatically do this!
    GmailGmail
    Send Email

    Triggers when a new e-mail appears in the specified mailbox.

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

    • Dynamic Fields

    Trigger
    Scheduled
    Try It
  • InvestNext triggers, actions, and search

    Updated Opportunity Stage

    Triggers when an opportunity stage is updated

    Trigger
    Instant
    Try It

    • Label/Mailbox

    • Search String

    Trigger
    Scheduled
    Try It

    • Label/MailboxRequired

    Trigger
    Scheduled
    Try It
  • InvestNext triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created

    Trigger
    Instant
    Try It

    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • Phone Number

    • Send Invite To Investor Portal?

    • Update Existing Contact Record?

    Action
    Write
  • Gmail triggers, actions, and search

    New Label

    Triggers when you add a new label.

    Trigger
    Scheduled
    Try It

    • Label/Mailbox

    Trigger
    Scheduled
    Try It
gmail logo
gmail logo

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Learn moreHelp

Related categories

  • Email
  • Google

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investnext logo
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About InvestNext

InvestNext is a workspace to manage the entire lifecycle of your real estate syndication.
Help

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