InvestorBase Integrations
Put InvestorBase to work with AI and enterprise-grade automation
Automate smarter with InvestorBase and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
- Free tier available
Join millions worldwide who automate their work using Zapier
Launch your first automated workflow
Create spreadsheet rows in Google Sheets for every new buyers list automation event in InvestorBase
Create new opportunities in InvestorFuse when new buyers list automation events are triggered in InvestorBase
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.
- New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
Try ItTriggerInstant - Multiple Buyers Export Event
Triggers when you click "Send to Zapier" after selecting multiple buyers.
Try ItTriggerInstant - Send Offer Details Event
Triggers when someone submits an offer in one of your listings
Try ItTriggerInstant
- Buyers List Automation Event
Triggers when "Send to Zapier" is clicked in the buyers page.
Try ItTriggerInstant - Multiple Buyers List Automation Event
Triggers when multiple buyers from your buyer list are selected.
Try ItTriggerInstant - NameRequired
- Email
- Phone
- Full Address
- Is a Flipper?
- Is a Landlord?
- Buys: Single Family Residence
- Buys: Multi Family Residence
- Buys: Condo
- Buys: Land
- Buys: Mobile Home
- Buys: Other
- Notes
- Is Buyer VIP?
- Max Purchase Price
- Min Purchase Price
- Max Renovation Budget
- Oldest Year Built
- Company Name
- Doesn't Buy: Septic
- Doesn't Buy: Multi Lane Road
- Doesn't Buy: Well Water
- Doesn't Buy: Commercial Adjacent
- Doesn't Buy: HOA
- Doesn't Buy: Pool
ActionWrite
For builders
Let your AI safely access InvestorBase
Go beyond Zap workflows. Install Zapier in your AI to call InvestorBase actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
Call actions in natural language with Zapier MCP
Act in InvestorBase from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Work in code with the Zapier SDK
Expose InvestorBase actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a InvestorBase connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "investorbase", owner: "me" });
await zapier.runAction({
app: 'investorbase',
action: 'add_buyer_to_buyers_list',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.










