Zapier: How To Connect Google Tasks To The Investment Dominator

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:

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

What is Google Tasks?

Get more done with the Google Tasks desktop app. Manage, edit and share your tasks from Mac, Windows, or directly from your browser.

How To Connect The Investment Dominator To Google Tasks

Step 1 – Create The Zap Workflow:

First, log in to, 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 “Google Tasks“.

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

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

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.

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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.

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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 ‘Open Escrow – Detailed Research‘.

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

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Step 4 – Connect Your Google Tasks

Click the ‘Sign in to Google Tasks‘ button then enter your Google Account username and password into the popup window when it appears.

Step 5 – Setup The Action

Under the ‘Set up action‘ Select the List Title Field and enter :

Land Purchase Due Diligence Checklist – Property ID

You also want to add a merge field from Investment Dominator Called Property ID which you will attach to the end of the title.

Click at the end of the title than under Insert Data use the search bar to lookup ID it will be the first number that we see here. Now our title is able to attach to the property we are working with.

NOTE: If you are using the free version of Zapier you will not be able to activate your Zap after this point.

Click the ‘Test & Continue‘ button

To verify the test we just did was completed correctly you will notice within your Googe Tasks Account this will now generate our new task list.

Now that we have created our Task List we will want to add our task items.

To do this we will need to follow along with our Due Diligence Checklist Document which can be found under the documents tab within Land Profit Generator Account.

With the document now downloaded we will be setting up our next Zaps under the action of Create Task.

Under the Setup Action, you need to select the Task List we just created to this click onto the field for Task List then click Custom.

Once Custom has been Selected then Choose the ID option as shown below.

Then you will need to add the remaining Final touches which include:

Title of the Task if we follow the document the first item is Market Value.

And as for Notes copy and paste the information under the title for Market Value.

Next press continue.

Verify before you continue to see if this has the output expected which you can do back on Google Tasks.

You will need to do this for the remaining 11 steps in the Due Diligence Checklist and if you need help you can also see the exact zap created to do this here:

Once completed and Verified within your system you will get a final confirmation message that your Zap works!

Hooray! Now, whenever a record is updated within your Land Records to the Open Escrow Detailed Research status; this will trigger a new Task List on Google Tasks along with the additional Tasks Items for the Due Diligence Check List to populate from Zapier!

Brand New Dashboard Navigation Update

We are excited to announce we have made an update to the Dashboard of the Investment Dominator. This new update will present a hover-over option for the Dashboard Menu Items to now show dropdowns for easy access to fields within Investment Dominator.

NOTE: With this new navigation menu in order to get to the record summary page click the ‘Dashboard’ option under each main menu option.

Also, here is a video example to show you all the ways this has been updated.

How To Log A Returned (Bounced) Check For A Note Payment In The System

If you ever felt lost when working with the Notes section within Investment Dominator we hope this guide on how to export your Notes will help!

Let’s say that we have been keeping track of your payments for a Note within your system, but realized that one of the checks bounced on your payments.

You can log this from your Investment Dominator directly and here’s how.

  1. First, find the Note for which you want to log the returned payment

2. Next click on Edit for that record

3. Scroll down to payments and click on Edit Payments

4. Go to the transaction you would like to report

5. Select the Payment Method as Check

6. Last click on the button for Returned

Proceed through the screens and this will be marked as returned.

This short video shows you a demonstration of how you can do this below:

How To Export The Payment History For A Note (Loan, or Lease Purchase)

If you need to export the payment history of a Loan or Lease Purchase Note managed in the Investment Dominator please follow these simple steps:

  1. First, under the ‘Note‘ tab select the ‘Edit‘ link next to a Note record.
  2. Scroll down to the ‘Payments‘ section of the Note.
  3. Then click the ‘Export’ option:

Video Tutorial:

How To Export Your Notes (Loans and Lease Purchase)

If you ever felt lost when working with the Notes section within Investment Dominator we hope this guide on how to export your Notes will help!

Let’s say we have two scenarios we will be working with first we want to export just a single note.

First, go to the Notes section of your Investment Dominator and locate the record you want to export:

Once selected then click on export to export just that one note.

Then let’s say for this example we want to export all the data for the Notes we have within our system.

To do this all you need to do is click the Export button on the top right next to reports this will then download a CSV file of all your notes.

How To Generate A 1098 Document For Active Loans

IMPORTANT: While the Investment Dominator CRM provides users with the option to generate a 1098 document, you must consult with your CPA and have them review the document prior to submitting it to IRS or your buyer.

The Investment Dominator system gives you the option to generate a 1098 document for your active loans.

NOTE: The IRS deadline date to file this form is January 31st of the subsequent year so January 31st, 2021, is the deadline for the 2020 1098 document.

Also NOTE: This document only applies to active loans (this does not apply to lease purchases).

Step 1: Updating Your Buyer Information

Before we get started with the steps to generate the document one thing we want to check on is if the correct information is put in place for our buyer in order to have the fields input correctly.

Let’s start by opening your Investment Dominator then going into the ‘Marketing‘ tab:

You should have a contact record indexed under the ‘Buyer‘ Type. Locate your buyer then click on the ‘Edit‘ link to the right of the record:

Ensure that the contact record is linked to the property under the ‘Interested In‘ field and that the contact information like the buyer’s name, email, and phone are filled in:

Next, you will need to enter the address, city, state, and zip code of the buyer as these fields will be applied to the 1098 document.

Lastly, a critical step that needs to be completed or the 1098 document cannot be generated properly will be the SSN or TIN of the buyer. This is required in order the link the 1098 form to the buyer:

Part 2: Updating Your Information

Now that the information has been properly set-up for your buyer the next step you will need to do is make sure all of your information is correct.

Please proceed to the ‘Customize‘ section at the top of Investment Dominator and then click on ‘Company Information‘ this will allow you to to enter in your SSN or TIN into the system.

Step 3: Generating The 1098 Form

Next, you must go to your ‘Notes‘ section at the top of Investment Dominator and find the loan you want to generate the documents from.

Click the checkbox to the left the record of your choice then click the ‘Generate Documents‘ option at the top of the table:

You have the option to preview the document by clicking on the magnifying glass icon to the left the PDF icon.

NOTE: This is just a preview. Do not print directly from this preview page as that will not be compatible with the requirements for the 1098 document:

While the preview shows the correct placement this is only a preview to represent how the data will be printed on the final official paper.

When clicking on the PDF icon on the right side, however, this will be the correct setup for information that needs to be printed on the official form paper which can be requested from the IRS, purchased from an office supply store, or provided by your CPA. Please remember to consult with your CPA and have them review the document prior to submitting it to IRS or your buyer.

NOTE: There are three templates for the 1098 Form there is A, B, and C copy, please consult with your CPA on what to do with these three versions but generally speaking:

  • 1098 A – This one goes directly to the IRS
  • 1098 B – This one goes to the buyer of the loan
  • 1098 C – This one is for your records

IMPORTANT: While the Investment Dominator CRM provides users with the option to generate a 1098 document, you must consult with your CPA and have them review the document prior to submitting it to IRS or your buyer.

How To Generate Seller Financing Notes From Land Records

There are currently 2 different types of Seller Financing Notes, (Loan and Lease Purchase) that exists in Investment Dominator.

Seller Financing Notes for either a Loan or Lease Purchase note can be easily generated from Land Records in Investment Dominator by executing the following instructions.

Note: Please check with LPG Management Staff regarding associated costs for servicing Seller Financing Notes in your Investment Dominator account. 

Step 1) Access The Payment Calculator For A Specific Land Record

To access the ‘Payment Calculator’ for a specific land record, the following must be completed:

      • 1) Access the ‘Selling Stage‘ records
      • 2) Land Record must be in ‘Complete/ Ready To Sell‘ status
      • 3) Select the ‘Option‘ function for the Payment Calculator
      • 4) Select ‘Payment Calculator’ to calculate terms

Access the ‘Payment Calculator’ for a selected land record as shown:

Step 2) Enter Appropriate Seller Financing Term Data

Enter the appropriate Seller Financing Term data based on the ‘Type’ of Seller Financing Note selected.

If generating a Loan Type note populate the ‘Enter Down Payment’, ‘Enter Annual Property Tax’, ‘Enter HOA/POA’, ‘Enter Interest Rate’, ‘Enter Monthly Loan Service Fee’, ‘Enter Term’ fields as appropriate based on agreement with potential buyer.

If generating a Lease Purchase Type note populate the ‘Enter Deposit’, ‘Enter Annual Property Tax’, ‘Enter HOA/POA’, ‘Enter Base Rate’, ‘Enter Monthly Loan Service Fee’, ‘Enter Term’ fields as appropriate based on agreement with potential buyer.

Note: Hover over any [?] associated with a specific field to reveal a detailed explanation on how to best utilize that field in the note transaction.

Once the Seller Financing Term data has been entered press the blue ‘Summarize Terms‘ button to calculate current amounts due; as well as, show monthly Loan or Lease Purchase payments. 

An example of a Loan Type note for a 48 month term is shown as follows:

Step 3) Send Terms Output To Potential Buyer Or Create New Loan

Once terms of either the Loan or Lease Purchase have been calculated from Step 2) this information should can be sent to the potential buyer (in a PDF file format) for agreement by pressing the blue ‘Copy To Clipboard‘ button as shown:

Note: After pressing the blue ‘Copy To Clipboard’ button and showing all information highlighted, to create a PDF file format simply paste the contents of the Clipboard into a Word file and save that word file, (as PDF).

If the terms of either the Loan or Lease Purchase have been approved by the potential buyer then press the blue ‘Create New Loan‘ button as shown:

Step 4) Enter Appropriate Buyer And Verify Loan Information

After pressing the blue ‘Create New Loan’ button from Step 3) the system will migrate to the Notes section of Investment Dominator.

It is important to select the appropriate ‘Primary Buyer’ and/or ‘Secondary Buyer(s) prior to proceeding to the final Step 5) Creating the Note.

Verify all information in ‘Note Information’ section (i.e. Original Sale Amount, Monthly Payment etc.) for accuracy as shown:

Step 5) Create Note In Investment Dominator

Once all note information has been verified in Step 4) proceed with pressing the blue ‘Create Note‘ button to actually generate the Loan or Lease Purchase Note in Investment Dominator as shown:

The newly created Seller Financing Note should appear when accessing the Notes function in Investment Dominator and be in ‘Open’ status as shown:

The Status of a Note and How To Update It

The Status of a Note is important because it is what controls the overall state of the Note is as well as properly indexes your records for accurate reporting.

Here is a brief explanation of the built-in Note Statuses and what they mean:

  • Preview: Initially when you create a new Note record from the Payment Calculator the default status of the Note is set to ‘Preview‘ which is a way for you to review and refine the settings of the Note before you actually go live.
  • Open: To active a Note you need to change the status to ‘Open‘.
  • Delinquent: When a Note becomes delinquent the Status changes to ‘Delinquent‘ and then back to ‘Open‘ once the Buyer gets caught back up.
  • Pre-Foreclosure: When you are in the process of taking the property back due to non-payment you can manually move a Note into the ‘Pre-Foreclosure‘ Status.
  • Complete: When a Note term has completed the status of the Note can be updated to the ‘Complete‘ status.
  • Canceled: If someone cancels a Note prior to the term ending, you can update the Status to ‘Canceled‘ which saves the record and payment history of the Note but deactivates in the system.

How To Change The Status of A Note

In order to change the Status of a Note you must first click on the ‘Edit‘ link to the right of the Note record in the Notes overview table that you want to update.

Next, click the ‘Edit Record‘ button located to the top right of the record to open edit mode.

Under the ‘Status‘ field select the status that you would like to move the record into.

NOTE: Selecting the ‘Open‘ status will trigger the system to generate any payments due between the current date and the Note’s origination date so you’ll want to confirm what you have entered under the ‘Origination Date‘ field prior to saving this change.

Click the ‘Save Changes‘ button to save your updates.

Notes: The Difference Between Loans and Lease Purchases

There are a few important differences as well as commonalities between a Land Contract, or what we refer to as a Loan in the Investment Dominator and in Land Profit Generator course, and a Lease Purchase Agreement that you should understand:

  • A Loan Note in the system refers to a Land Contract agreement or Installment Sale agreement between you (the Seller/ Payor) and your Buyer/ Payee. The Agreement follows a traditional amortization schedule through the length of the term and the Buyer/Payee can pay down the balance of the loan by making the scheduled predetermined payments each month, or even by making additional principal-only payments at any time throughout the term in order to accelerate the loan.
  • A Lease Purchase is a lease agreement between you (the Seller/Lessor) that states that you are leasing the lot for a set period of time and that each month a portion of the rent received is earned as a “Rent Credit” that the Buyer/Lessee can use to purchase the lot after the lease term has completed. The amount of Rent Credit that is earned depends on if the payment falls within the first half of the term (calculated at 0.75 of the payment amount) or the second half of the term (calculated at 1.25 of the payment amount).
  • A Loan Note has an Interest Rate that determines an interest payment that you charge each month along with a principal payment which gets applied to the balance of the loan.
  • A Lease Purchase does NOT have an interest rate. It only has a monthly lease payment amount.
  • A Loan Note can have a “Down Payment” applied at closing to lower the amount financed.
  • A Lease Purchase can have a “Deposit” that is added in addition to the lease-purchase term and NOT used as additional rent credit.
  • For both it is customary to charge a monthly serving fee which is in addition to the Loan or Lease payment.
  • For both you do collect a monthly prorated amount for both the Property Taxes, as well as any HOA/POA dues of the property so that you (the Seller/ Owner) can pay these on behalf of the buyer.
  • For both title is transferred only after the terms have been satisfied.
  • For both the buyer is restricted from making material improvements to the lot until after title has officially transferred from you (the Seller) to them (the Buyer).

Disclaimer: Please be advised to have any and all documents provided to you in this program reviewed by an attorney for their validity and feasibility for use in any state. No guarantees of any form are being made by Get In Line – Stay In Line, LLC, Jack Bosch or any other DBA that these documents are valid in the state intended by the user of this material.

Payment Calculator: How to Calculate Loan/ Lease Terms on the Fly (for Land Investing)

When it comes to marketing land, many investors choose to offer two price points: one for a cash purchase and one for a purchase that includes terms.

Let’s talk about calculating the terms of a sale with seller financing.

Unless you have the Rainman-esque ability to calculate large numbers in your head on the fly, chances are that you will need a little help determining the monthly payments – especially if interest and amortization involved.

The Investment Dominator (with its built-in payment calculator) is here to save the day!

After logging into your Investment Dominator CRM system and clicking on ‘Land‘ tab, make sure that the property you want to calculate terms for is in the “Complete/Ready to Sell” status.

Then, hover over the ‘Options‘ icon on the right-hand side of the record and click the option that says “Payment Calculator“.

NOTE: You can also get to the Payment Calculator under the property record (or Edit screen of the record) by clicking on ‘Options> Payment Calculator‘ from the top menu of the record:

A new window will open that will allow you to enter in information about how you would like to structure the term sale.

NOTE: The ‘Sale Price‘, ‘Down Payment/ Deposit‘, and ‘Annual Property Tax, and HOA/POA‘ fields are REQUIRED to have a value even if that value is 0.

At the top of the screen, you will see a ‘Type‘ option which allows you to calculate either loan terms or lease-purchase terms.

NOTE: Regarding the ‘Deposit‘ for a ‘Lease Purchase’ this is not the same as a down payment for a loan. For a loan when you submit a down payment it will be applied to the Sales Price total which reflects when you ‘Summarize Terms’. While A ‘Lease Purchase’ will apply the optional deposit amount as Rent Credit at the time of signing, or be treated as an additional amount that is not factored into any aspect of the lease purchase.

If you select ‘Lease Purchase’ some things you will notice by default is ‘Charge Deposit’ is set to No and ‘Additional Monthly Fee’ is set to ‘Flat Fee Amount’ set to $0. However, if you were to select ‘Based Rate and Terms’ you are able to charge an ‘Additional Monthly Fee’ which can be automatically calculated by entering a percentage or just a fixed number.

IMPORTANT NOTE: Lease Purchase Notes do not factor in an interest rate; however, the ‘Additional Monthly Fee’ allows you to calculate a Rent Payment that is higher than the amount earned each month as Rent Credit. If you enter in 0 under the ‘Additional Monthly Fee’ field then the monthly Rent Payment will equal the Rent Credit amount.

If you enter in a % value, the amount that is calculated will match the equivalent amount that you would charge for a loan based on an Interest Rate that matches the % value that you enter:

Under ‘Enter Term (optional)’ you can input how many months you want this for. If you leave this field blank the system will automatically assign a term value and will display it on the summary page.

NOTE: The “Taxes and HOA/POA” field refers to the total ANNUAL dues for property taxes and HOA/POA fees for that property. The system will prorate these by month and add them to the total monthly payment due to the buyer.

After you put in the information (both required and optional), click on the button that says “Summarize Terms” and the system summarizes the details of the term.

Click the ‘Back‘ button to go back to the previous screen to make adjustments.

Click the ‘Copy To Clipboard‘ button to copy the contents of the Summary Page to your computer’s clipboard.

Click the ‘Create New Loan‘ or ‘Create New Lease Purchase’ button to set up the note.