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Double + fynk + Filter by Zapier

Send fynk gift agreements for signing for new large Double donations

Major gifts with naming rights or restrictions need a gift agreement that both sides sign. New donations through Double above the amount you set bring that agreement from fynk to the donor's inbox.

Note: Set the threshold for the donation amount in the filter step.

When this happens...
New DonationTriggers when a new Donation is created.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Create Document From TemplateCreate a new document from an existing template.
ActionWrite
then do this...
Add Signatory to DocumentAdds a signatory to a party of a document.
ActionWrite
then do this!
Move Document to Signing StageMove the status of a document to signing stage.
ActionWrite

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

New Donation
Triggers when a new Donation is created.
Trigger
Instant
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New Fundraiser
Triggers when a new Fundraiser is created.
Trigger
Instant
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New Donor
Triggers when a new Donor is created.
Trigger
Instant
Try It
Updated Recurring Donation
Triggers when a Recurring Donation is updated.
Trigger
Instant
Try It
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 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
Action
Write
- Document UUID
  Required
- Dynamic Field UUID
  Required
- Value
Action
Write
- Document UUID
  Required
Action
Search
- Document UUID
  Required
Action
Search
- Document UUID
  Required
- Dynamic Field
  Required
Action
Search
- Document UUID
  Required
Action
Search

Updated Donation
Triggers when a Donation is updated.
Trigger
Instant
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Updated Fundraiser
Triggers when a Fundraiser is updated.
Trigger
Instant
Try It
New Recurring Donation
Triggers when a new Recurring Donation is created.
Trigger
Instant
Try It
- Only continue if...
  Required
Action
Filter
- Document UUID
  Required
Trigger
Polling
Try It
New Template
Triggers when a new template is created.
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
- Document UUID
  Required
- Signature Type
- Sequential Signing
  Required
- Message
Action
Write
- Document UUID
  Required
- Party UUID
  Required
- Reference
- Entity Type
- Entity Name
- Address
- Scope
Action
Write
- Document UUID
  Required
- Metadata Name
  Required
Action
Search
- Document UUID
  Required
Action
Search
- Document UUID
  Required
Action
Search

About Double

Double is a donation checkout for non-profit websites that turns more website visitors into valuable donors.

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Related categories

Fundraising

About fynk

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

HelpHelp

Related categories

Documents

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.

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Related categories

Developer Tools

Zapier