1.Catches incoming conversation webhook
Integrate Webhooks by Zapier and conversation routing to receive the incoming conversation payload and pass raw reply fields into processing.
Update consent tracker and task from investor reply
Automatically catch incoming conversation webhook payloads across Webhooks by Zapier, ChatGPT (OpenAI), Google Sheets, Flowdash, and Front. Update consent status and commitment totals when reply text arrives, sender handle matches, or consent language appearsβso you can update records, refresh totals, and document conversations without manual follow-up.
How this automation protects your consent record
When incoming replies arrive without consistent mapping to consent records, mismatches and delays can create compliance risk. This automation classifies reply intent, looks up the right worksheet row, and updates consent status and totalsβso your team can act on accurate consent signals quickly.
Webhooks by Zapieror swap with your favorite app
2.Classifies reply text into consent intent
Integrate ChatGPT (OpenAI) and text classification tools to classify message text and map reply text into a consent intent category.
ChatGPT (OpenAI)or swap with your favorite app
3.Looks up LP row by sender handle
Integrate Google Sheets and lookup tools to map sender handle to the configured consent worksheet row and return a found row reference.
Google Sheetsor swap with your favorite app
4.Updates consent status and commitment totals
Integrate Google Sheets and spreadsheet update tools to set consent status and add commitment totals for the matched row.
5.Updates task and adds conversation note
Integrate Flowdash and Front to update the related task, add comment context, and tag when consent thresholds are reached.
Flowdashor swap with your favorite app
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