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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Form Response" from Google Forms.

Add your action

An action happens after the trigger—such as "Create CRM Contact" in InvestNext.

You’re connected!

Zapier seamlessly connects Google Forms and InvestNext, automating your workflow.

Supported triggers and actions

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.

- Form
  Required
Trigger
Instant
Try It
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
All Investors Have Signed a Given E-Signature Document
Triggers when all investors have electronically signed a given e-signature document
Trigger
Instant
Try It
Deal Room Lead Trigger
Triggers when an investor visits a capital raise's dealroom
Trigger
Instant
Try It
- Dynamic Fields
Trigger
Polling
Try It

KYC Update
Triggers when a KYC request status changes
Trigger
Instant
Try It
New Transaction
Triggers when a new transaction is created.
Trigger
Instant
Try It

- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone Number
- Send Invite To Investor Portal?
- Update Existing Contact Record?
- team ids
Action
Write
- Project Id
  Required
Action
Write

- Form
  Required
Trigger
Instant
Try It
Accreditation Created or Updated
Triggers when a new accreditation is created or updated on a given investing account.
Trigger
Instant
Try It
Sponsor Countersigned a Given E-Signature Document
Triggers when the sponsor has electronically countersigned a given e-signature document
Trigger
Instant
Try It
Deleted Opportuntiy
Triggers when a new opportunity gets deleted
Trigger
Instant
Try It
Initial Funding for Opportunity
Triggers when initial funding occurs on an opportunity
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created
Trigger
Instant
Try It
Updated Opportunity Stage
Triggers when an opportunity stage is updated
Trigger
Instant
Try It
- Contact Id
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Google Forms and InvestNext to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Google Forms on the Zapier blog

Make work flow with AI

Level up your Google Forms to InvestNext integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Google Forms

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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Related categories

Forms & Surveys

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About InvestNext

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