WorkflowsCapital RaisingInvestor Tracking in Notion

How I track investor engagement in Notion with Papermark

Automatically log document views to your Notion investor database via Papermark webhooks. Track engagement alongside your pipeline.

PapermarkPapermark
webhook
notionNotion
zapierZapier

You track your fundraising pipeline in a Notion database but have no way to see which investors actually read your deck. You're manually checking Papermark and updating Notion - doubling your work.

With Papermark you can webhooks and visitor identification to solve this end-to-end with real-time analytics.

How it works

1Upload your pitch deck
2Set up access controls for investors and VCs
3Share tracked deck links with target investors and track engagement
4Create a webhook to connect external tools
5Choose which events trigger your automation
6Create or update pages in your investor database when decks are viewed via Zapier/Make
7Connect Papermark webhook to Notion database page creation

Step by step

1

Step 1. Upload your pitch deck

Open Papermark and create a new data room. Upload your pitch deck and supporting materials. Use drag-and-drop to add files, then organize them into folders. Papermark automatically indexes everything and supports bulk upload of entire folder structures.

Upload your pitch deck
2

Step 2. Set up access controls for investors and VCs

Configure your security settings. In Papermark link settings, enable Visitor identification. Every viewer is verified before they can access a single page. You control exactly who among your investors and VCs sees which documents.

Set up access controls for investors and VCs
3

Step 3. Share tracked deck links with target investors and track engagement

Generate a secure link and share tracked deck links with target investors. Papermark tracks every interaction in real-time. See exactly which slides each investor viewed, time per slide, and where they dropped off. Open the analytics dashboard to see all engagement data as it happens.

Share tracked deck links with target investors and track engagement
4

Step 4. Create a webhook to connect external tools

Go to Settings > Webhooks in Papermark. Create a new webhook endpoint pointing to your automation tool (Zapier, Make, or n8n). Select which events should trigger: "Link Viewed" fires when investors and VCs open your documents, "Document Downloaded" when they download. Papermark sends a signed payload with viewer email, document name, pages viewed, and time spent.

Create a webhook to connect external tools
5

Step 5. Choose which events trigger your automation

Pick the events relevant to your workflow. For tracking investors and VCs engagement, select "Link Viewed". For monitoring downloads of sensitive pitch deck, add "Document Downloaded". Each payload is signed with HMAC-SHA256 for security. You can create multiple webhooks for different tools.

Choose which events trigger your automation
6

Step 6. Create or update pages in your investor database when decks are viewed via Zapier/Make

Create or update pages in your investor database when decks are viewed via Zapier/Make. Connect Notion through Zapier, Make, or n8n as middleware. When investors and VCs view your documents, the webhook payload delivers their email, document name, pages viewed, time spent, and completion percentage to Notion automatically.

7

Step 7. Connect Papermark webhook to Notion database page creation

In Zapier, create a new Zap with "Webhooks by Zapier" as the trigger (Catch Hook). Copy the webhook URL and paste it in Papermark's webhook settings. Add your action: Connect Papermark webhook to Notion database page creation. Now every time investors and VCs view your pitch deck, Zapier runs your automation.

Tools and integrations

Papermark connects to external tools via outgoing webhooks (HMAC-SHA256 signed). Slack has a native integration with OAuth. For all other tools, connect Papermark webhooks through Zapier, Make, or n8n.

notion

Notion via webhook

Create or update pages in your investor database when decks are viewed via Zapier/Make

Connect through Papermark webhooks via Zapier, Make, or n8n

zapier

Zapier Webhook middleware

Connect Papermark webhook to Notion database page creation

Related topics

notion crmnotion crm template

Related workflows

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