Connect InvestNext and 5 Stars Reputation to power AI-driven automation

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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 "Import a Review" in 5 Stars Reputation.

You’re connected!

Zapier seamlessly connects InvestNext and 5 Stars Reputation, 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

- Stars Count
  Required
- Review Text
  Required
- Identifier
  Required
- Create Time
- Update Time
- Reviewer Name
- Reviewer Profile URL
- Reply Text
- Reply Time
- Review Name
- Data Source Name
  Required
Action
Write

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
- Name
  Required
- Email
- Phone
Action
Write

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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

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Make work flow with AI

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Learn about AI automation

About InvestNext

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

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About 5 Stars Reputation

5 Stars Reputation enables users to add their company's reviews to the 5 Stars Reputation platform

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