Getting Started

You will need:

• A Premium Zapier account
• At least 1 non-draft investment

Step 1: Create a new “Zaps” Integration with a webhook trigger

On your Zapier dashboard, in the top-left corner Click “+ Create” > Select “Zaps”

On your draft Zap page, Click “1. Trigger” > Choose “Webhooks by Zapier (latest)”

Your draft Zap page should look something like this.

Step 2: Set up your webhook trigger

Step 2.1: Set up your App & event

Select the “Catch Hook” event > Click “Continue”

Step 2.2: (optional) Set up your Trigger

Do whatever you want here > Click “Continue”

Step 2.3: Test your webhook

Copy your webhook url and paste it in your Wefunder Zapier integration form. (wefunder.com/<your_url>/zapier_integration)

Choose and send one of your available records to test your webhook connection. You may have 0-3 different records depending on your available real investments.

Click “Test Trigger” > Select your record or test with the other records

Step 3: Add a new action to your Zapier integration

Now that your web hook is active, set up the rest of your integration by adding a new action!

Check out this detailed guide on adding a Slack action to your Zapier integration to get real-time investments in your channel.