With Groundbreaker you can send document notifications automatically through Zapier.
​
If you already have a Zapier account, please skip to step 3.

If you have already connected Groundbreaker to Zapier, please skip to step 5.

If you do not already have a Zapier account, let's create one now, this is easy and free!

Step 1: Follow this link to create your account to begin.

Step 2: Once you create your password using your email address, you will need to answer some basic questions -- feel free to respond as you see fit.

One of the questions is for you to select what apps you use. Make sure that you choose Groundbreaker. After this, you will be redirected to the Zapier dashboard.

Step 3: Once you have a Zapier account and have added Groundbreaker, reach out to [email protected] and ask for your token so the team can generate a token and share it with you.

Step 4: Copy and paste the token, then click on Apps on the left menu and search for Groundbreaker. You will see that you need to create a connection, so click on Connect.

A new window will open and ask for your token, which will allow Zapier to connect to your Groundbreaker account.

Once connected, the name of your portal will appear under the My connections list:

Step 5: Now that you have your portal connected with Zapier, it is time to create your document notification with it! Click on +Create Zap (the big orange button on the left)

Step 6: Click on 1. Trigger and choose Groundbreaker

Step 7: Under Event choose New Document, this means that a new trigger is created when a document is uploaded.

Step 8: If you have already connected your Groundbreaker account in another Zapier it might ask you to connect again, the same token is valid. If you cannot find it, please reach out to [email protected] and someone will be able to get that for you again.

Step 9: Make sure you test and that some information from your portal regarding your documents appears.

Step 10: Click on 2. Action and choose which app you want to use to send the notification, whether it is your email or any CRM that you use.

Step 10: Choose what event you want to happen, in this case, send an email (as this will notify your investors about a new uploaded document).

Step 11: Click on continue and connect your account, whether from an email or CRM.

Step 12: Once you have connected your account, click on continue, define the action and fill out the boxes.

Make sure that you use the fields from Groundbreaker to get the email address, for example, and when writing the body of your email, feel free to use auto-fill fields that will allow information to come from Groundbreaker, for example, first name.

Step 13: Test it using your account and feel free to add [email protected] or your CSM's email to make sure that it is working.

Step 14: Publish the Zap and make sure it is live!

Once published, it's time to delight your investors with this notification and make life easier for you by letting your investors know when you have uploaded a new document!

If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact [email protected].