What This Automation Does
This automation updates an existing deal in your CRM when a sponsor countersigns the required e-signature documents for an opportunity in InvestNext. It ensures your CRM reflects when sponsor approval is complete without requiring manual updates.
By syncing sponsor countersignature activity to your CRM, your team can track key deal milestones and quickly identify when documentation is fully finalized.
When You Should Use This
Use this automation if you:
Manage deal documentation and sponsor approvals through InvestNext
Track deal progress or fundraising activity in a CRM such as HubSpot
Want your CRM to reflect when sponsors complete required document countersignatures
Need visibility into document completion milestones within your CRM
How the Automation Works
At a high level, this automation follows three steps:
A sponsor countersigns the required document in InvestNext
Zapier detects the countersignature event
The corresponding deal in your CRM is found and updated
This ensures your CRM reflects when sponsor approval has been completed for an opportunity.
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 Sponsor Countersigned a Given E-Signature Document as the trigger event
Connect your InvestNext account if prompted
Test the trigger to retrieve a sample countersignature 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 a Sponsor Countersigned 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 Parties will be TRUE when all investors have signed and the Sponsor.
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 the Sponsor.
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 Sponsor 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 sponsors countersign 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
Countersignature updates do not appear in CRM
Confirm the trigger event is configured correctly
Test the Zap using a recent countersignature 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
Related Automations
Automatically Update CRM Deals When All Investors Sign Required Documents
Track Initial Investment Funding in Your CRM from InvestNext
Automatically Update CRM Deals with Accreditation Status from InvestNext