How to Get Started with InvestNext on Zapier

About InvestNext's Integration

What kind of authentication does InvestNext use?

InvestNext uses OAuth.

Do I need a paid InvestNext account to use InvestNext with Zapier?

You need a paid InvestNext plan to use InvestNext with Zapier.

Do I need special account permissions in InvestNext to use InvestNext with Zapier?

There aren't any specific InvestNext account permissions to connect InvestNext to Zapier.

Are there any API token limits in InvestNext when I use InvestNext with Zapier?

No, there are no token limits when using InvestNext with Zapier.

Are there any webhook subscription limits in InvestNext when I use InvestNext with Zapier?

InvestNext doesn't have any webhook subscription limits when you use InvestNext with Zapier.

Are custom fields in InvestNext supported when I use InvestNext with Zapier?

No, InvestNext does not support custom fields.

Does InvestNext use real trigger samples from my InvestNext account?

Yes, InvestNext provides real trigger samples from your InvestNext account.

What kind of InvestNext hosted account can I use with Zapier?

InvestNext's Zapier integration supports cloud-hosted accounts only.

Connecting with InvestNext

When you create a InvestNext Zap, you'll be asked to log in to your InvestNext account (unless you are already logged in).

Login to InvestNext

Finally, you will be asked to give Zapier permission to access your account. Click "Authorize” to continue.

Login to APP

If all steps were successful, your InvestNext account will be connected.

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