1.Catches raw hook
Integrate Webhooks by Zapier and event delivery to catch raw payloads for each investment submission.
Send investment due diligence report and log records
Automatically parse raw webhook investment submissions across Webhooks by Zapier, Code by Zapier, Microsoft Excel, Wealthbox CRM, Zapier Tables, and Gmail. Create and update when submissions arrive—so you can generate report HTML, create reconciliation records, and email due diligence to clients without manual reconciliation.
How this automation delivers due diligence reports at scale
When investment submissions arrive as raw webhook payloads, delays can stall client decisions and increase reconciliation work. This automation parses submissions, enriches client contacts, and creates Zapier Tables records while sending Gmail reports—so your team can respond without chasing updates.
Webhooks von Zapieror swap with your favorite app
2.Parses investment submission
Integrate Code by Zapier and data transformation to parse and normalize tickers, metrics, and exposures into report HTML.
Code von Zapieror swap with your favorite app
3.Finds client lookup row
Integrate Microsoft Excel and spreadsheet lookups to find the client row and map the recipient email and report fields.
Microsoft Excelor swap with your favorite app
4.Finds contact in CRM
Integrate Wealthbox CRM and contact matching to look up the contact by email and prepare IDs for the email content.
Wealthbox CRMor swap with your favorite app
5.Creates table records
Integrate Zapier Tables and record storage to create one row per parsed ticker and save the report HTML or link.
Zapier Tablesor swap with your favorite app
6.Sends due diligence email
Integrate Gmail and email delivery to send the HTML due diligence report and include the Zapier Tables record link.
Gmail (Englisch)or swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Set up in minutes
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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