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Dubsado + fynk

Dubsado + fynk

Dubsado + fynk integrations

Create fynk client contracts for new Dubsado projects as jobs

Creative businesses on Dubsado start every booked job with a client contract. Set up this Zap to jumpstart that workflow. When a new project is created as a job in Dubsado, fynk creates the contract from your template with the project details. Jobs get their terms automatically, without rebuilding them each time.

  1. When this happens...
    New Project as Job
    New Project as Job
    New Project as JobTriggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.
    TriggerInstant
  2. automatically do this!
    Create Document From Template
    Create Document From Template
    Create Document From TemplateCreate a new document from an existing template.
    ActionWrite
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More things you can do with Dubsado and fynk

Discover other triggers and actions you can use with Dubsado and fynk

  • Dubsado triggers, actions, and search
    Contract Signed

    Triggers when a client submits a signed contract.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    New Project as Lead

    Triggers when a project is created as a lead manually, with a Lead Capture Form or when Public Proposal Form is filled out.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    Project Status Updated

    Triggers when a project's status is updated.

    Trigger
    Instant
    Try It
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
  • Dubsado triggers, actions, and search
    New Project as Job

    Triggers when a project is created as a job manually, with a Lead Capture Form or when a Public Proposal Form is filled out.

    Trigger
    Instant
    Try It
  • Dubsado triggers, actions, and search
    New Payment Received

    Triggers when a client makes a payment on an invoice.

    Trigger
    Instant
    Try It
    • Project Workflow
    • Project Location: Name
    • Project Location: Address Line 1
    • Project Location: Address Line 2
    • Project Location: City
    • Project Location: State/Province
    • Project Location: Zip/Postal
    • Project Location: Country
    • Alternate Contact: First Name
    • Alternate Contact: Last Name
    • Alternate Contact: Phone
    • Alternate Contact: Email
    • Client Address: Line 1
    • Client Address: Line 2
    • Client Address: City
    • Client Address: State/Province
    • Client Address: Zip/Postal
    • Client Address: Country
    • Client Company: Name
    • Client Company: Email
    • Client Company: Phone
    • Project Status
    • Project Source
    • Title
      Required
    • Start Date
    • End Date
    • Client First Name
    • Client Last Name
    • Client Email
      Required
    • Client Phone Number
    Action
    Write
  • fynk triggers, actions, and search
    New Document

    Triggers when a new document is created.

    Trigger
    Polling
    Try It
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About Dubsado
Dubsado is a platform that streamlines your client flow. Create repeatable processes, send contracts, get paid... and so much more.
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CRM (Customer Relationship Management)
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fynk logo
fynk logo
About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
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Related categories
Documents