Attio + fynk

Create fynk documents from newly updated Attio list entries

When CRM records evolve, your documents should too. This automation creates a document from a fynk template whenever a new list entry is updated in Attio, such as a deal moving stages. It’s ideal for generating proposals, contracts, or summaries the moment key customer details change.

When this happens...
List Entry Updated
Triggers when an attribute on a list entry is updated.
TriggerInstant
automatically do this!
Create Document From Template
Create a new document from an existing template.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- ListRequired
Trigger
Instant
Try It
- ListRequired
Trigger
Instant
Try It
- ObjectRequired
Trigger
Instant
Try It
Task Created
Triggers when a task is created.
Trigger
Instant
Try It
- ObjectRequired
Action
Write

- ObjectRequired
- Parent record IDRequired
- Note titleRequired
- Note contentRequired
- Note formatRequired
- Created at
Action
Write
- Storage providerRequired
- Record typeRequired
- Record IDRequired
- Folder IDRequired
- Drive ID
Action
Write

- ListRequired
- Entry IDRequired
Action
Write
- ObjectRequired
- Record IDRequired
Action
Write
- ListRequired
Action
Search
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
New Signed Document
Triggers when a document is signed.
Trigger
Polling
Try It
- Document UUIDRequired
- Party UUIDRequired
- EmailRequired
- First Name
- Last Name
- Mobile Phone
- Title / Position
Action
Write
- document UUIDRequired
Action
Write
- Document UUIDRequired
- Dynamic Field UUIDRequired
- Value
Action
Write
- Document UUIDRequired
Action
Search
- Document UUIDRequired
Action
Search
- Document UUIDRequired
- Dynamic FieldRequired
Action
Search
- Document UUIDRequired
Action
Search

- ListRequired
Trigger
Instant
Try It
- ObjectRequired
Trigger
Instant
Try It
- ObjectRequired
Trigger
Instant
Try It
- ListRequired
Action
Write
- ListRequired
Action
Write
- ObjectRequired
Action
Write
- ContentRequired
- Deadline
- Assignees
Action
Write
- ListRequired
- Entry IDRequired
Action
Write
- Task IDRequired
- Deadline
- Is Completed
- Assignees
Action
Write
- ObjectRequired
Action
Search
- Document UUIDRequired
Trigger
Polling
Try It
New Template
Triggers when a new template is created.
Trigger
Polling
Try It
- Document Name
- Template UUIDRequired
Action
Write
- Document UUIDRequired
- Signature Type
- Sequential SigningRequired
- Message
Action
Write
- Document UUIDRequired
- Party UUIDRequired
- Reference
- Entity Type
- Entity Name
- Address
- Scope
Action
Write
- Document UUIDRequired
- Metadata NameRequired
Action
Search
- Document UUIDRequired
Action
Search
- Document UUIDRequired
Action
Search

About Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About fynk

fynk is an intelligent document management tool to create, organize and digitally sign legal documents.

Related categories

Documents

Attio + fynk

Create fynk documents from newly updated Attio list entries

List Entry Created

List Entry Updated

Record Deleted

Task Created

Create or Update Record

Create Note

Create Storage Location

Delete List Entry

Update Record

Find List Entries

New Document

New Signed Document

Add Signatory to Document

Move Document to Review Stage

Update Dynamic Field

Find Document Download URL

Find Document Metadata Values

Find Dynamic Field

Find Dynamic Fields

List Entry Deleted

Record Created

Record Updated

Create or Update List Entry by Parent Record

Create List Entry

Create Record

Create Task

Update List Entry

Update Task

Find Records

New Signatory

New Template

Create Document From Template

Move Document to Signing Stage

Update Party of Document

Find Document Metadata Value

Find Document Parties

Find Signatories

About Attio

Related categories

Similar apps

Zapier Interfaces

About fynk

Related categories