Connect Investr with 2100+ apps
Integrate Investr with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Real-world use cases of Investr integrations
See how Investr integrates with popular apps to automate tasks and streamline your workflow.
Sync form responses automatically to a spreadsheet for instant data capture
Send Slack notifications whenever a new row is added or updated in Sheets
Trigger email campaigns in Mailchimp when a new contact is added to a sheet
Create CRM contacts in HubSpot directly from new Google Sheets entries
Generate and save PDF reports to Google Drive from spreadsheet data
Automatically back up database records to a Google Sheet on a daily schedule
How to get started with Investr automations
Automate when something happens in Investr
Login -> Create new flow -> Select trigger -> Search Investr -> Choose the trigger from the list
Take action in Investr when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Investr -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
You can automate alerts on portfolio changes, sync key metrics to your CRM or spreadsheets, generate periodic investment reports, update dashboards, and route important events to teams in tools like Slack, email, or your helpdesk.
No. viaSocket is built for non-technical teams. You connect Investr and your other apps, choose triggers and actions from simple menus, and turn workflows on—no coding required.
viaSocket can use AI on top of your Investr data to write client-friendly summaries, suggest follow-up actions for advisors, or classify events by urgency. You define the rules; AI turns raw analytics into clear messages and insights.
Yes. You can create two-way or one-way syncs so that important Investr data—like AUM, performance metrics, or risk flags—automatically updates in your CRM, reporting tools, or internal spreadsheets on a schedule or when changes occur.
Yes. viaSocket uses secure connections to handle your Investr data, follows best practices for encryption and access control, and only moves the data you authorize in your workflows.
About Investr
Investr is a financial management and investment tracking app that helps users monitor portfolios, analyze market trends, and make informed investment decisions. It provides real-time data, insights, and tools to simplify wealth management.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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