Connect InvestNext to SurveyMonkey and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Create your first workflow
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Choose a Trigger
Start here
Start here
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.
- Dynamic Fields
Try It- Updated Opportunity Stage
Triggers when an opportunity stage is updated
Try It - SurveyRequired
- Collector
Try It- First NameRequired
- Last NameRequired
- EmailRequired
- Contact List
- New Opportunity
Triggers when a new opportunity is created
Try It - First NameRequired
- Last NameRequired
- EmailRequired
- Phone Number
- Send Invite To Investor Portal?
- Update Existing Contact Record?
- SurveyRequired
- Collector
Try It- SurveyRequired
- Collector
- Contact Email(s)Required
- Message Subject
- Message Body
- Hide "Powered by SurveyMonkey"
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Related categories
Related categories