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Zapier makes it easy to integrate InvestNext with Typeform - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Form Submission" from InvestNext.
Add your action
An action happens after the trigger—such as "Create an Empty Form" in Typeform.
You’re connected!
Zapier seamlessly connects InvestNext and Typeform, 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.
- Dynamic Fields
Try ItTriggerPolling- New Opportunity
Triggers when a new opportunity is created
Try ItTriggerInstant - First NameRequired
- Last NameRequired
- EmailRequired
- Phone Number
- Send Invite To Investor Portal?
- Update Existing Contact Record?
ActionWrite- title of your formRequired
- Choose Workspace To Create This Form In, leave it blank for default workspace
ActionWrite
- Initial Funding for Opportunity
Triggers when initial funding occurs on an opportunity
Try ItTriggerInstant - Updated Opportunity Stage
Triggers when an opportunity stage is updated
Try ItTriggerInstant - FormRequired
Try ItTriggerInstant- Form To DuplicateRequired
- Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
- Title of Your Duplicate Form (leave blank for same title)
ActionWrite
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