Integrate Your Tech Stack With Visible + Zapier

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: