2021-06-17 Live Training Call

Questions answered on this call:

  • 6:23 – Can you go over Ring Central information (Ext 2)
  • 11:00 – General Introduction with Zapier Automation
  • 13:00 – Articles we have on Zapier integration
  • 15:15 – Connecting Investment Dominator to Ring Central with Zapier
  • 28:00 – Going over importing records using our integration with Datatree
  • 31:45 – Troubleshooting records from Datatree integration import
  • 35:00 – How to turn on your zap made within Zapier
  • 36:36 – Connecting the Investment Dominator to Google Sheets
  • 44:00 – How to add your API credentials into Zapier from ID
  • 47:00 – Seeing how Zapier automation can update a spreadsheet for you

Zapier: How To Connect The Investment Dominator To DocuSign

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps

In this article, we are going to explain how to connect the Investment Dominator to DocuSign, but first, let’s talk a little about DocuSign…

What is DocuSign?

DocuSign’s easy-to-use digital transaction platform lets users send, sign and manage legally binding documents securely in the cloud

How To Connect The Investment Dominator To Docusign

Step 1 – Create The Zap Workflow:

First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “DocuSign“.

Under the ‘When this happens…’ field select ‘Update Record‘.

And under the ‘then do this!‘ field select ‘Create Contact‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

Hit the ‘Continue‘ button on Zapier to keep going with the setup.

Step 3 – Setup The Zap Trigger

Under the ‘Record Type‘ field select ‘Land Deal‘.

Under the ‘Record Status‘ field select ‘Sold‘.

Click the ‘Continue‘ button to progress to the next step:

Click the ‘Test Trigger‘ button to pull a few records from your Investment Dominator Buyers List.

If everything looks good, click the ‘Continue‘ button twice to progress to the next step.

Step 4 – Connect Your Docusign Account

Click the ‘Sign in to DocuSign‘ button then enter your DocuSign information into the popup window when it appears.

How To Get Your DocuSign API Key

One thing to note is all you need to do to link your ‘DocuSign‘ account to Zapier all you need to do is log in with your details when prompted.


If for any reason you need your API Key, after logging into ‘DocuSign’ go to settings and then from the bottom-left menu click ‘Integrations and API‘:

From there you will be able to find information regarding anything to do with your API access codes.

Step 5 – Setup The Action

Under the ‘Set up action’ You should have a template already in place in Docusign to select your template.

Before moving on there are some things that would prove useful which I want to point out there are some required fields that unless entered will result in an error. While fields like ‘Email Subject and Email Blurb’ are optional if there is existing information filled into your template from ‘DocuSign‘.

Required Fields

  • Template ID
  • Recipient Email
  • Recipient Name
  • Recipient Role

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, closing a deal in your Investment Dominator CRM will prompt the contract to be sent to the client automatically!

The Investment Dominator Plugin and Theme Marketplace (COMING SOON)

We are currently looking to work with talented web developers to grow a directory of 3rd party plugins and themes for the Investment Dominator system that would allow users to add additional functionality to their business by utilizing the data they store in the Investment Dominator CRM.

Web developers would leverage our robust and secure API to access data within Investment Dominator accounts and create additional functionalities and tools that can be shared among the growing Investment Dominator user community to help improve their success in the area of Land, Home and Note Investing and management.

If you are interested in becoming an Investment Dominator plugin developer, then please send us a message under the ‘Help> Suggest A Feature‘ section and let us know, please also include your web development experience, coding languages you specialize in,  and what plugins you would like to develop. We are looking forward to working with you to help grow this platform into the #1 Real Estate Investment CRM for Land, Homes, and Notes.

NOTE: Approved developers must be an Investment Dominator user themselves, understand the structure of the platform, have a solid grasp on how the API works and should have experience or a deep understanding of Land, Home, or Note investment procurement and management.

Zapier: How To Connect The Investment Dominator To GetResponse Email Marketing Software

What Is Zapier?

With Zapier you can easily connect and share data to and from the Investment Dominator with over 2000+ other web apps and saas systems. A complete app directory can be found at: https://zapier.com/apps

In this article, we are going to explain how to connect the Investment Dominator to GetResponse, but first, let’s talk a little about GetResponse…

What is GetResponse?

GetResponse is one of many good email marketing softwares on the market. It allows you to create automated email newsletters/ campaigns and send out mass email broadcasts to your contact list (Buyers List). They specialize in getting your mass marketing emails into the inbox of your prospects and leads.

How To Connect The Investment Dominator To GetResponse

Step 1 – Create The Zap Workflow:

First, log in to Zapier.com, then from the dashboard and under the ‘Create your own workflow‘ section, search for “Investment Dominator” under the ‘Connect this app…‘ field.

Under the ‘with this one!‘ field search for “GetResponse“.

Under the ‘When this happens…’ field select ‘New Record‘.

And under the ‘then do this!‘ field select ‘Create Contact‘:

Click the ‘Try it‘ button to continue with the setup.

Step 2 – Connect To Your Investment Dominator CRM:

Click on the ‘Sign in to Investment Dominator‘ button and then in the allow popup, enter in your API Key and App URL then click the ‘Try Connection‘ button.

NOTE: You can get both your API Key and App URL by logging into your Investment Dominator account as an Admin (with API Permissions enabled) under the ‘Profile> API Credentials‘ section.

Hit the ‘Continue‘ button on Zapier to keep going with the setup.

Step 3 – Setup The Zap Trigger

Under the ‘Record Type‘ field select ‘Buyers List Contact‘.

Under the ‘Record Status‘ field select ‘Prospect‘.

Click the ‘Continue‘ button to progress to the next step:

Click the ‘Test Trigger‘ button to pull a few records from your Investment Dominator Buyers List.

If everything looks good, click the ‘Continue‘ button twice to progress to the next step.

Step 4 – Connect Your GetResponse Account

Click the ‘Sign in to GetResponse‘ button then enter your GetReponse API Key into the popup window when it appears.

How To Get Your GetResposne API Key

Sign in to your GetResponse account and then from the top-right menu click ‘Integrations and API‘:

Ignore the Zapier option here for now and instead click the ‘API‘ tab, then the ‘Generate API Key‘ button:

Give your API key a name and then click the ‘Generate‘ button:

Click the ‘Copy‘ button to copy the new API Key into your clipboard:

Paste this API Key into the Zapier popup window and click the ‘Yes, Continue‘ option to complete the connection.

Under the ‘Choose an account…‘ field click and select your connected account.

Click the ‘Continue‘ button to progress with the setup.

Step 5 – Setup The Action

Under the ‘Set up action‘ heading select the GetReponse marketing list that you want to connect to.

Then click the ‘Email‘ field to map the GetResponse Email field with the Investment Dominator Buyers List Email field.

NOTE: The List, Email, and Name fields are the only ones that are required to be mapped out the rest are optional.

Complete this mapping processes for every field that you would like to transfer data from then click the ‘Continue‘ button at the bottom of the page to progress to the next step.

Click the ‘Test & Continue‘ button.

If all goes well you will see a message like this:

Click the ‘Turn on Zap‘ button to complete the process.

Hooray! Now, whenever a new prospect is added to your Buyers List in your Investment Dominator CRM it will also be automatically added to your GetResponse List (and attached Autoresponder Sequence) by Zapier!