InvestNext and Salesflare

How to connect InvestNext

When new Opportunity in InvestNext, create opportunity in Salesflare.
When new Transaction in InvestNext, create opportunity, then find or create contact in Salesflare.
When updated Opportunity Stage in InvestNext, create opportunity in Salesflare.

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

Start a workflow when this happens

Accreditation Created or Updated — Triggers when a new accreditation is created or updated on a given investing account.
All Investors Have Signed a Given E-Signature Document — Triggers when all investors have electronically signed a given e-signature document
Deal Room Lead Trigger — Triggers when an investor visits a capital raise's dealroom
Deleted Opportuntiy — Triggers when a new opportunity gets deleted
Form Submission — Trigger when a new form is submitted

Show 6 more triggers

Initial Funding for Opportunity — Triggers when initial funding occurs on an opportunity
KYC Update — Triggers when a KYC request status changes
New Opportunity — Triggers when a new opportunity is created
New Transaction — Triggers when a new transaction is created.
Sponsor Countersigned a Given E-Signature Document — Triggers when the sponsor has electronically countersigned a given e-signature document
Updated Opportunity Stage — Triggers when an opportunity stage is updated

Things Salesflare can make it do

Create CRM Contact — Creates a new contact in the CRM (duplicate email addresses will be ignored)
Find CRM Contact — Finds a CRM Contact by searching
Find Project — Finds a project by searching