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HubSpot
Marketing Automation
MarketSharp
CRM (Customer Relationship Management)
Google Sheets
Google, Spreadsheets
ActiveCampaign
Marketing Automation
Pipedrive
CRM (Customer Relationship Management)
Mailchimp
Marketing Automation
HubSpot
Marketing Automation
MarketSharp
CRM (Customer Relationship Management)
Google Sheets
Google, Spreadsheets
ActiveCampaign
Marketing Automation
Pipedrive
CRM (Customer Relationship Management)
Mailchimp
Marketing Automation
Alpaca
App Builder
monday.com
Project Management
Fortnox
Accounting
Join millions worldwide who automate their work using Zapier
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.
Try ItTriggerInstant - Sponsor Countersigned a Given E-Signature Document
Triggers when the sponsor has electronically countersigned a given e-signature document
Try ItTriggerInstant - Deleted Opportuntiy
Triggers when a new opportunity gets deleted
Try ItTriggerInstant - Initial Funding for Opportunity
Triggers when initial funding occurs on an opportunity
Try ItTriggerInstant
- All Investors Have Signed a Given E-Signature Document
Triggers when all investors have electronically signed a given e-signature document
Try ItTriggerInstant - Deal Room Lead Trigger
Triggers when an investor visits a capital raise's dealroom
Try ItTriggerInstant - Dynamic Fields
Try ItTriggerPolling- KYC Update
Triggers when a KYC request status changes
Try ItTriggerInstant
For builders
Let your AI safely access InvestNext
Go beyond Zap workflows. Install Zapier in your AI to call InvestNext actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in InvestNext 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
Code
Open the SDK docsWork in code with the Zapier SDK
Expose InvestNext 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 InvestNext connection @ https://zapier.com/de/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "investnext", owner: "me" });
await zapier.runAction({
app: 'investnext',
action: 'create_contact',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
About InvestNext
InvestNext is a workspace to manage the entire lifecycle of your real estate syndication.
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