Google Sheets + InvestNext
Create Google Sheets rows from updated InvestNext opportunities
Keep your Google Sheets up-to-date with InvestNext's latest updates. With this workflow, any change in Opportunity Stage in InvestNext generates a new row in your chosen Google Sheets. It's a seamless way to organize and track all changes in your investment opportunities in a spreadsheet without manually transferring the information. Enhance your productivity and focus on what truly matters in managing your investments.
Keep your Google Sheets up-to-date with InvestNext's latest updates. With this workflow, any change in Opportunity Stage in InvestNext generates a new row in your chosen Google Sheets. It's a seamless way to organize and track all changes in your investment opportunities in a spreadsheet without manually transferring the information. Enhance your productivity and focus on what truly matters in managing your investments.
- When this happens...Updated Opportunity Stage
Triggers when an opportunity stage is updated
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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Dynamic Fields
Try ItUpdated Opportunity Stage
Triggers when an opportunity stage is updated
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
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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?
No Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItDrive
SpreadsheetRequired
WorksheetRequired
Trigger Column
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