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Google Sheets + InvestNext

Create rows in Google Sheets for new opportunities in InvestNext

When a new opportunity arises in InvestNext, add this information to your Google Sheets instantly with this workflow. This saves you time by eliminating the need to manual entry, keeping all your investment opportunities organized and easily accessible in a spreadsheet. Boost your efficiency and stay updated with the most recent opportunities within InvestNext effortlessly.

When a new opportunity arises in InvestNext, add this information to your Google Sheets instantly with this workflow. This saves you time by eliminating the need to manual entry, keeping all your investment opportunities organized and easily accessible in a spreadsheet. Boost your efficiency and stay updated with the most recent opportunities within InvestNext effortlessly.

  1. When this happens...
    InvestNextInvestNext
    New Opportunity

    Triggers when a new opportunity is created

    TriggerInstant
  2. automatically do this!
    Google SheetsGoogle Sheets
    Create Spreadsheet Row

    Create a new row in a specific spreadsheet.

    ActionWrite
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Supported triggers and actions

    • Dynamic Fields

    Trigger
    Polling
    Try It
  • InvestNext triggers, actions, and search

    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

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
  • InvestNext triggers, actions, and search

    Initial Funding for Opportunity

    Triggers when initial funding occurs on an opportunity

    Trigger
    Instant
    Try It
  • InvestNext triggers, actions, and search

    Updated Opportunity Stage

    Triggers when an opportunity stage is updated

    Trigger
    Instant
    Try It

    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Polling
    Try It

    • Drive

    Trigger
    Polling
    Try It
google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Related categories

  • Google
  • Spreadsheets

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investnext logo
investnext logo

About InvestNext

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

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  • CRM (Customer Relationship Management)

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