Gmail + InvestNext

Send emails in Gmail for new opportunities in InvestNext

When a new investment opportunity arises in InvestNext, you need to act quickly. Streamline your communication process with this efficient workflow. As soon as you get a new opportunity in InvestNext, an email is promptly sent via Gmail, ensuring you, or the relevant parties, are immediately alerted. Make smart, swift decisions with this seamless InvestNext to Gmail workflow.

When this happens...
New Opportunity
Triggers when a new opportunity is created
TriggerInstant
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

- Dynamic Fields
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- EmailRequired
- Phone Number
- Send Invite To Investor Portal?
- Update Existing Contact Record?
Action
Write
New Label
Triggers when you add a new label.
Trigger
Polling
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- Label or mailboxRequired
Trigger
Polling
Try It

- Search keywordsRequired
Trigger
Polling
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- Label/Mailbox
Trigger
Polling
Try It

- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Subject
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

Initial Funding for Opportunity
Triggers when initial funding occurs on an opportunity
Trigger
Instant
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Updated Opportunity Stage
Triggers when an opportunity stage is updated
Trigger
Instant
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- Label or mailbox
- Search keywords
Trigger
Polling
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- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- LabelRequired
- MessageRequired
Action
Write
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more