Accessing portfolio data and information across your tech stack is a surefire way to streamline your firm’s operations. To help you connect your reporting tech stack, we’ve built new Zapier triggers and actions. With our improved Zapier integration, you can now:
- Trigger a Zapier action when a Visible Request is completed
- Create a portfolio company in Visible (based on a Zapier action)
- Create or update a contact in Visible (based on a Zapier action)
Visible + Zapier Examples
Check out a few examples below to see how firms are putting Visible + Zapier to use for their workflows:
- When a Visible Request is completed → send a Slack message
- When a Visible Request is completed → update records in Affinity, 4Degrees, Notion, or your CRM
- When a new company is added to Affinity, 4Degrees, Notion, or your CRM → Create a new portfolio company in Visible
Get Started With Visible + Zapier
Learn more about how you can set up Zapier + Visible to integrate your tech stack by scheduling a call with our team below:
