Jotform integration with InvestNext
How to Create new InvestNext contacts from Jotform submissions
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create new InvestNext contacts from Jotform submissions" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate InvestNext integrations
InvestNext actions
Nekton can use any feature that is available in InvestNext API.
Using our advanced AI, you can easily create custom automations for InvestNext.
Here are some typical actions you can do in your automated workflows.
Create Contact
Creates a new contact in the CRM. Note duplicate email addresses will be ignored.
Form Submission
Trigger whenever a new form is submitted.
New Opportunity
Trigger whenever a new opportunity is created.
About InvestNext
InvestNext is a workspace to manage the entire lifecycle of your real estate syndication.