What This Automation Does
This automation updates an existing deal in your CRM when all investors have completed the required e-signature documents for an opportunity in InvestNext. It ensures your CRM reflects when investor documentation is fully signed without requiring manual updates.
By syncing document completion status to your CRM, your team can track key deal milestones and quickly identify when an opportunity has reached the fully signed stage.
When You Should Use This
Use this automation if you:
Manage deal documentation and signatures through InvestNext
Track deal progress or investor activity in a CRM such as HubSpot
Want your CRM to reflect when investor documents are fully signed by them
Need visibility into deal completion milestones within your CRM
How the Automation Works
At a high level, this automation follows three steps:
All investors sign the required e-signature documents in InvestNext
Zapier detects that the signature process is complete
The corresponding deal in your CRM is found and updated
This ensures your CRM reflects when all investor documentation has been completed.
Step-by-Step Setup Instructions
Step 1: Create a New Zap in Zapier
Log in to Zapier and click Create Zap to begin building the automation.
Step 2: Configure the InvestNext Trigger
Select InvestNext as the trigger app
Choose All Investors Have Signed a Given E-Signature Document as the trigger event
Connect your InvestNext account if prompted
Test the trigger to retrieve a sample document completion event
Testing the trigger allows Zapier to retrieve example data for use in field mapping.
Output Data
Below is an example of the data output from an All Investors Have Signed a Given E-Signature Document. The Opportunity ID will be used as the unique identifier for updating respective stages in your deal pipeline.
Opportunity Documents Signed By All Investors will be TRUE when all investors have signed.
Step 3: Filter for Investors Signed Documents
In this step, a Filter by Zapier is added before proceeding to the additional steps in the automation. I'm filtering for TRUE as the value for Opportunity Documents Signed by All Investors.
Step 4: Find the Matching CRM Deal
Select your CRM (for example, HubSpot) as the action app
Choose Find Deal as the action event
Configure the search to locate the deal using the InvestNext Opportunity ID
This step ensures the correct deal is located before applying updates.
Step 5: Update the CRM Deal
Add another action step in Zapier
Select your CRM again as the action app
Choose Update Deal as the action event
Update the Deal Stage to Investors Signed
Step 6: Test and Turn On the Zap
Run a test to update a sample deal in your CRM
Confirm the deal record updates correctly
Turn the Zap On once everything looks correct
After activation, your CRM will automatically update when all investors complete the required documents.
Common Issues & Troubleshooting
Deals are not being updated
Confirm the Zap is turned on
Verify the CRM deal contains the correct InvestNext Opportunity ID
Check Zapier run history for errors
Document completion updates do not appear in CRM
Confirm the trigger event is configured correctly
Test the Zap using a recent document completion event from InvestNext
Notes & Limitations
This automation updates deals associated with InvestNext opportunities
The CRM deal must contain the InvestNext Opportunity ID to match records correctly
Zap processing time may vary slightly depending on your Zapier plan
Related Automations
Track Initial Investment Funding in Your CRM from InvestNext
Automatically Update CRM Deals with Accreditation Status from InvestNext
Update CRM Deals When Sponsors Countersign Required Documents in InvestNext