What This Trigger Does
The New Transaction trigger in Zapier starts an automation whenever a new investment transaction is recorded in InvestNext.
Transactions will include those recorded as Receipt of Funds in a Capital Raise or directly within the Position for a Project.
This trigger allows you to automatically send transaction data to other systems such as CRMs, accounting platforms, or reporting tools.
When You Should Use This Trigger
Use this trigger if you want to:
Sync transaction activity to a CRM or reporting system
Notify your team when new investments are recorded
Track contributions or distributions outside of InvestNext
Automatically update spreadsheets or financial tools
How the Automation Works
At a high level, the automation works like this:
A new transaction is created in InvestNext
Zapier detects the transaction event
An action runs in another system (for example, updating a spreadsheet or CRM)
Available Transaction Data
When the trigger runs, Zapier can access data related to the transaction, including:
Transaction ID
Transaction Type
Transaction Date
Transaction Amount
Contact ID
Project ID
These fields can be mapped to other applications in your automation.
Example Automations
You might use this trigger to:
Add a new row to a spreadsheet when an investment is recorded
Notify a Slack channel when a distribution is issued
Update a CRM deal with transaction activity
Sync financial activity to reporting tools
Step-by-Step Setup Instructions
Step 1: Create a New Zap in Zapier
Log in to Zapier and click Create Zap to start building the automation.
Step 2: Configure the InvestNext Trigger
Output Data
Below is an example of the data output from a New Transaction. The Contact ID and Project ID can be used to find the names associated with the IDs.
Step 3: Find Project
Output Data
Below is an example of the data output from Find Project.
Step 4: Find Contact
Output Data
Below are some of the fields that with be part of the data out.
First Name
Last Name
Email
Phone Number
Any Custom Fields
Step 5: Map Available Data from the Previous Steps to your desired Platform.
In this step, you can use any data from previous data loads in your respective system.
Notes & Limitations
Find transaction is currently limited to Investment transactions