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  • Clockodo logoClockodo logo
  • fynk logofynk logo
  • Filter by Zapier logoFilter by Zapier logo
  • Clockodo logoClockodo logo
  • fynk logofynk logo
  • Filter by Zapier logoFilter by Zapier logo

Clockodo + fynk + Filter by Zapier

Clockodo + fynk + Filter by Zapier

Clockodo + fynk integrations

Create Clockodo customers and projects from newly signed fynk contracts

Hours can only be billed if the team logs them against the right customer from day one. Each new contract signed in fynk sets up the customer and a project in Clockodo from the party details.

Note: Filter for client contracts and map the customer's party, not your own company.

  1. When this happens...
    New Signed Document
    New Signed Document
    New Signed DocumentTriggers when a document is signed.
  2. automatically do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  3. then do this...
    Find Document Parties
    Find Document Parties
    Find Document PartiesFinds the parties associated with a document.
  4. then do this...
    Create Customer
    Create Customer
    Create CustomerCreates a new customer.
  5. then do this!
    Create Project
    Create Project
    Create ProjectCreates a new project.
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More things you can do with these apps

Discover other triggers and actions you can use with fynk, Filter by Zapier, and more

  • fynk triggers, actions, and search
    New Document

    Triggers when a new document is created.

    Trigger
    Polling
    Try It
    • Document UUID
      Required
    • Party UUID
      Required
    • Email
      Required
    • First Name
    • Last Name
    • Mobile Phone
    • Title / Position
    Action
    Write
    • Document Name
    • Template
      Required
    • Move to Signing Stage
    Action
    Write
    • Document UUID
      Required
    Trigger
    Polling
    Try It
    • PDF File
      Required
    • File Name
    • Document Name
    • Initial Stage
    • Template
    • Team
    • Tags
    • Owner Emails
    • AI Analysis
    Action
    Write
    • Tag Name
      Required
    • Color
      Required
    Action
    Write
clockodo logo
About Clockodo
Clockodo is a time tracking software for teams and individuals, helping you record work hours, manage projects, and create reports.
Related categories
fynk logo
About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
Related categories
filter logo
About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Related categories