Gmail + InvestNext

Send emails in Gmail for new form submissions in InvestNext

Receive an email notification in Gmail when a new form submission is received on InvestNext, keeping you up-to-date on your investment opportunities. This automation simplifies the process of tracking form submissions without manually checking the InvestNext app, allowing you to focus on more important tasks. Stay informed and never miss an important form submission again.

When this happens...
Form Submission
Trigger when a new form is submitted
TriggerScheduled
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

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Supported triggers and actions

What does this mean?

- Dynamic Fields
Trigger
Scheduled
Try It
Updated Opportunity Stage
Triggers when an opportunity stage is updated
Trigger
Instant
Try It
- Label or mailbox
- Search keywords
Trigger
Scheduled
Try It
- Label or mailboxRequired
Trigger
Scheduled
Try It
- Search keywordsRequired
Trigger
Scheduled
Try It

- Label/Mailbox
Trigger
Scheduled
Try It
- 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
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body type
- BodyRequired
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

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
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label
- 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
- 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 Help

Related categories

Similar apps

About InvestNext

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

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

Related Zap Templates

Send emails in Gmail for updated opportunity stages in InvestNext

Related Zap Templates

Send emails in Gmail for updated opportunity stages in InvestNext

Gmail + InvestNext

Send emails in Gmail for new form submissions in InvestNext

Form Submission

Dynamic Fields

Updated Opportunity Stage

New Attachment

Label or mailbox

Search keywords

New Labeled Email

New Email Matching Search

New Thread

Label/Mailbox

Delete Email

Create Draft Reply

Trigger Instructions

To

Cc

Bcc

From

From Name

Body type

Add signature default

Label or mailbox

Attachments

Send Email

To

Cc

Bcc

From

From Name

Reply To

Body type

Add signature default

Label or mailbox

Attachments

Reply to Email

Trigger Instructions

To

Cc

Bcc

From

From Name

Reply To

Body type

Label or mailbox

Attachments

Find or Send Email

To

Cc

Bcc

From

From Name

Reply To

Body type

Add signature default

Label or mailbox

Attachments

New Opportunity

Create Contact

Phone Number

Send Invite To Investor Portal?

Update Existing Contact Record?

New Label

New Email

Label or mailbox

New Starred Email

Add Label to Email

Label

Create Draft

Recipient Instructions

To

Cc

Bcc

From

From Name

Body type

Add signature default

Label or mailbox

Attachments

Create Label