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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 "Form Submission" from InvestNext.

Add your action

An action happens after the trigger—such as "Add/Move Opportunity to Pipeline/Stage" in WooSender.

You’re connected!

Zapier seamlessly connects InvestNext and WooSender, 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
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity 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?
Action
Write
Appointment Created
Appointment Created By WooSender
Trigger
Instant
Try It
Marked as Attention
Triggers when contacts were marked as attention
Trigger
Instant
Try It

- Pipeline
  Required
- Stage
  Required
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
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- Contact ID
- Contact Email
- Contact Phone Number
- Opportunity Name
- Same As Contact Name
  Required
- Heat Score
  Required
- Value
- Pipeline
  Required
- Stage
  Required
- Numbers Of Products
  Required
- Update all fields if an opportunity already exists in the same pipeline
  Required
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Note
- Tag
- Company
- Revenue
- Timezone
Action
Write
- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Full Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search

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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Appointment Cancelled
Appointment Cancelled By WooSender
Trigger
Instant
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Appointment Updated
Appointment Updated By WooSender
Trigger
Instant
Try It
New Contact
Triggers when a new contact has been added on WooSender.
Trigger
Instant
Try It
- Pipeline
  Required
- Stage
  Required
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
Try It
- Title
  Required
- Start time
  Required
- End time
  Required
- Appointment Assignee
- Description
- Contact ID
- Contact Email
- Contact Phone Number
- Contact Assignee
- Campaign
- Pipeline
- Stages
Action
Write
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Write
- Id
  Required
- Title
  Required
- Start time
  Required
- End Time
  Required
- Appointment Assignee
  Required
- Contact ID
- Contact Email
- Contact Phone Number
- Description
- Call Contact Automatically
- Resend notification based on the appointment changes
Action
Write
- First search property name
- Second search property name
- Third search property name
Action
Search
- First search property name
- Second search property name
- Third search property name
- Full Name
- First Name
- Last Name
- Email
- Phone Number
- Assignee
- Campaign
- Pipeline
- Tag
- Note
- Company
- Revenue
- Timezone
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect InvestNext and WooSender to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your InvestNext to WooSender integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About InvestNext

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

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About WooSender

WooSender is a communication tool that helps you start, converse, and book more appointments on autopilot for your business through SMS, email, live chat, phone calls, and more.