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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 "Accreditation Created or Updated" from InvestNext.

Add your action

An action happens after the trigger—such as "Add Contact to List" in Mobile Message.

You’re connected!

Zapier seamlessly connects InvestNext and Mobile Message, 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.

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

New SMS Delivery Status
Triggers when an SMS delivery status changes (delivered or failed).
Trigger
Instant
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- Contact List
  Required
- Contact ID
- Phone Number
Action
Write
- Message ID
- Your Reference
Action
Write
- List Name
  Required
Action
Write
- Contact List
  Required
Action
Write
- Phone Number
  Required
Action
Write
- Receiving Number (To)
  Required
- Sender (From)
  Required
- Message
  Required
- Your Reference
- Allow Emoji / Non-GSM Characters (UCS-2)
- Maximum SMS Parts Per Message
- Schedule Send Time (UTC)
- Bypass Unsubscribe Filtering
Action
Write
- Contact ID
  Required
- Phone Number
- First Name
- Last Name
- Company
- Other
Action
Write
- Message ID
  Required
- Your Reference
Action
Search

All Investors Have Signed a Given E-Signature Document
Triggers when all investors have electronically signed a given e-signature document
Trigger
Instant
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Deal Room Lead Trigger
Triggers when an investor visits a capital raise's dealroom
Trigger
Instant
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- Dynamic Fields
Trigger
Polling
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KYC Update
Triggers when a KYC request status changes
Trigger
Instant
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New Transaction
Triggers when a new transaction is created.
Trigger
Instant
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- 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
New Inbound SMS
Triggers when an inbound SMS is received.
Trigger
Instant
Try It
- Phone Number
  Required
Action
Write
- Phone Number
  Required
- First Name
- Last Name
- Company
- Other
Action
Write
- Contact ID
  Required
Action
Write
- Contact List
  Required
- Contact ID
- Phone Number
Action
Write
- Contact List
  Required
- New Name
  Required
Action
Write
- Contact List
  Required
- Sender (From)
  Required
- Message
  Required
- Your Reference
- Allow Emoji / Non-GSM Characters (UCS-2)
- Maximum SMS Parts Per Message
- Schedule Send Time (UTC)
- Bypass Unsubscribe Filtering
Action
Write
- Phone Number
  Required
Action
Search

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

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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 InvestNext and Mobile Message 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.

Create more impactful campaigns with automation

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.

Make work flow with AI

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

Learn about AI automation

About InvestNext

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

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