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Connect InvestNext to SurveyMonkey and automate any workflow

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SurveyMonkeySurveyMonkey
2. Choose an Action
The event an automation performs after it's triggered
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Zapier makes it easy to integrate InvestNext with SurveyMonkey - no code necessary. See how you can get setup in minutes.

Select a trigger from InvestNext

A trigger is an event that starts your Zap and runs the workflow. For example, with InvestNext, a trigger could be "Form Submission."
A trigger is the event that kicks off your automated workflow.

Setup an action from SurveyMonkey

An action is what takes place after the automation is triggered. For example, with SurveyMonkey, the action could be "Create Contact."
An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

Connect InvestNext and SurveyMonkey to integrate crucial parts of your business

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Choose a Trigger
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Choose an Action

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.

  • InvestNext triggers, actions, and search
    New Opportunity

    Triggers when a new opportunity 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?
    Action
    Write
    • Survey
      Required
    • Collector
    Trigger
    Instant
    Try It
    • Survey
      Required
    • Collector
    • Contact Email(s)
      Required
    • Message Subject
    • Message Body
    • Hide "Powered by SurveyMonkey"
    Action
    Write

Automate SurveyMonkey: get inspired on the Zapier blog

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About InvestNext
InvestNext is a workspace to manage the entire lifecycle of your real estate syndication.
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Related categories
  • CRM (Customer Relationship Management)
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  • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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    About SurveyMonkey
    SurveyMonkey is the easiest way to create surveys and get answers. SurveyMonkey lets you whip up a survey quickly and get targeted answers from the audience you want to ask.
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