Automate your workflows effortlessly with no-code integrations

Take your productivity to the next level by connecting Vestberry to the rest of your tech stack - no coding required.

With Make.com (formerly Integromat), you can build powerful automations that eliminate manual work and unlock new possibilities for your operations.

<aside> 🔗

Get started instantly

Use the link below to install the Vestberry app in Make:

https://eu2.make.com/app/invite/a7878ce3726be7681044f8f2a755db03

</aside>

What is Make?

Make is a no-code automation platform that enables you to visually build workflows (called scenarios) that connect your favorite apps and services. It’s intuitive, flexible, and designed to streamline tasks across tools - saving time, reducing errors, and freeing up your team for more impactful work.

Vestberry app in Make

The Vestberry app in Make includes official modules you can use to build workflows right away - from syncing data and triggering actions to pushing updates across platforms.

Advanced users can also go beyond the official modules using Vestberry’s GraphQL API, giving you even more control and flexibility in how you integrate.

Popular Workflow Examples

Here are just a few automations our clients are already using to get more value out of Vestberry:

• 📬 KPI Submission Alerts

  Get instant notifications in Slack, Teams, or email when a portfolio company submits KPIs.

• 💱 FX Rate Sync

  Automatically sync foreign exchange rates from your preferred source into Vestberry fund vehicles.

• 🗂️ File Backup Automation

  Set up real-time backups of your Vestberry file library to Google Drive, Dropbox, or another storage solution.

• 🤝 CRM Integration

  When a deal moves to a specific stage in your CRM (e.g. “Ready for reporting”), automatically create a new portfolio company in Vestberry - including KPI setup, reminders, and user invites.