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Float + fynk + Filter by Zapier

Create Float projects for newly signed fynk statements of work

Studios that schedule people in Float need the project there before anyone can be booked. New signed statements of work in fynk create a Float project, named and budgeted from the document's metadata.

Note: Filter for statements of work and keep the project name and budget as fynk metadata values.

When this happens...
New Signed DocumentTriggers when a document is signed.
TriggerPolling
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Find Document Metadata ValuesFinds all metadata values of a document.
ActionSearch
then do this!
Create ProjectCreates a new project.
ActionWrite

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

New Document
Triggers when a new document is created.
Trigger
Polling
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New Signed Document
Triggers when a document is signed.
Trigger
Polling
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- 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
New Client
Triggers when a new client is added.
Trigger
Polling
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- Person ID
- Project ID
Trigger
Polling
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New Person
Triggers when a new person is added.
Trigger
Polling
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New Project
Triggers when a new project is created.
Trigger
Polling
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New Allocation
Triggers when a new allocation is created.
Trigger
Polling
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- Person ID
- Project ID
Trigger
Polling
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Updated Project
Triggers when a project is modified.
Trigger
Polling
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Updated Allocation
Triggers when an allocation is modified.
Trigger
Polling
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- Template
  Required
- Project Code
  Required
- Start Date
  Required
- Name
- Overrides_divider
- All PMs Have Edit Rights
- Billable
- Status
- Stage
- Color
- Notes
- Client ID
- Project Owner
- Locked Task List
- Budget Type
- Budget Total
- Budget Priority
- Same rate for everyone
- Rate Card
- Currency Code
- FX Rate
- Tags
- End Date
- Active State
Action
Write
- Date
  Required
- Hours
  Required
- Person ID
  Required
- Project ID
  Required
- Allocation ID
- Task Name
- Notes
Action
Write
- Name
  Required
- People Type
- People Code
- Email
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Tag Names
- Start Date
- End Date
- Active State
Action
Write
- Name
  Required
- Project Code
- All PMs Have Edit Rights
- Billable
- Tentative
- Status
- Stage
- Color
- Notes
- Client ID
- Project Owner
- Locked Task List
- Budget Type
- Budget Total
- Budget Priority
- Same rate for everyone
- Rate Card
- Currency Code
- FX Rate
- Tags
- Start Date
- End Date
- Active State
Action
Write
- Project ID
  Required
- People IDs
  Required
- Status
- Hours
  Required
- Start Date
  Required
- End Date
  Required
- Name
- Notes
- Repeat State
- Repeat End Date
- Start Time
Action
Write
- Project ID
  Required
- Logged Time ID
  Required
- Date
- Hours
  Required
- Person ID
- Task Name
- Notes
Action
Write
- Person ID
  Required
- Name
- People Type
- People Code
- Email
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Tag Names
- Start Date
- End Date
- Active State
Action
Write
- Project ID
  Required
- Name
- Project Code
- All PMs Have Edit Rights
- Billable
- Tentative
- Status
- Stage
- Color
- Notes
- Client ID
- Project Owner
- Locked Task List
- Budget Type
- Budget Total
- Budget Priority
- Same rate for everyone
- Rate Card
- Currency Code
- FX Rate
- Tags
- Start Date
- End Date
- Active State
Action
Write
- Allocation ID
  Required
- Project ID
- People IDs
- Status
- Hours
  Required
- Start Date
- End Date
- Name
- Notes
- Repeat State
- Repeat End Date
- Start Time
Action
Write
- Person ID (priority over people code, email and tags)
- People Code (priority over email and tags)
- Email (priority over tags)
- Tag Names
- Active
Action
Search
- Project ID (priority over project_code and tags)
- Project Code (priority over tags)
- Tags
- Active
- Include Phases
- Include Expenses
- Include Project Tasks
- Include Project Team
Action
Search
- Allocation ID
  Required
Action
Search
- Person ID (priority over people code, email and tags)
- People Code
- Email
- Tag Names
- Active State
- Name
  Required
- People Type
- Role Name
- Department ID
- Notes
- Employee Type
- Default Hourly Rate
- Start Date
- End Date
Action
Search or write
- Project ID (priority over project_code and tags)
- Project Code
- Tags
- Active State
- Include Phases
- Include Expenses
- Include Project Tasks
- Include Project Team
- Name
  Required
- All PMs Have Edit Rights
- Billable
- Tentative
- Status
- Stage
- Color
- Notes
- Client ID
- Project Owner
- Locked Task List
- Budget Type
- Budget Total
- Budget Priority
- Same rate for everyone
- Rate Card
- Currency Code
- FX Rate
- Start Date
- End Date
Action
Search or write

- Document UUID
  Required
Trigger
Polling
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New Template
Triggers when a new template is created.
Trigger
Polling
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- 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
- Only continue if...
  Required
Action
Filter
New Department
Triggers when a new department is added.
Trigger
Polling
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New Milestone
Triggers when a new milestone is created.
Trigger
Polling
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New Phase
Triggers when a new phase is created.
Trigger
Polling
Try It
New Project Task
Triggers when a new project task is created.
Trigger
Polling
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New Time Off
Triggers when a new time off is created.
Trigger
Polling
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Updated Phase
Triggers when a phase is modified.
Trigger
Polling
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Updated Project Task
Triggers when a project task is modified.
Trigger
Polling
Try It
- Name
  Required
Action
Write
- Name
  Required
Action
Write
- Name
  Required
- Project ID
  Required
- Date
  Required
- End Date
Action
Write
- Project ID
  Required
- Name
  Required
- Start Date
  Required
- End Date
  Required
- Color
- Notes
- Budget Total
- Default Hourly Rate
- Billable
- Status
- Active State
Action
Write
- Project ID
  Required
- Name
  Required
- Billable
- Budget
Action
Write
- People IDs
  Required
- Time Off Type ID
  Required
- Start Date
  Required
- End Date
  Required
- Hours
- Full Day
- Additional notes about the time off
- Status
Action
Write
- Milestone ID
  Required
- Name
  Required
- Project ID
  Required
- Date
  Required
- End Date
Action
Write
- Project ID
  Required
- Name
  Required
- Start Date
  Required
- End Date
  Required
- Color
- Notes
- Budget Total
- Default Hourly Rate
- Billable
- Status
- Active State
Action
Write
- Project Task ID
  Required
- Project ID
  Required
- Name
  Required
- Billable
- Budget
Action
Write
- Person ID
  Required
- Project ID
  Required
- Logged Time ID
  Required
Action
Search
- Phase ID (priority over Project ID)
- Project ID
- Active
- Include Phase Tasks
- Include Phase Team
Action
Search
- Active
- Client
- Currency Code
- Include Roles
- Include Project Count
Action
Search
- Person ID
  Required
- Project ID
  Required
- Logged Time ID
  Required
- Date
  Required
- Hours
  Required
- Allocation ID
- Task Name
- Notes
Action
Search or write
- Phase ID (priority over Project ID)
- Project ID
  Required
- Active State
- Include Phase Tasks
- Include Phase Team
- Name
  Required
- Start Date
  Required
- End Date
  Required
- Color
- Notes
- Budget Total
- Default Hourly Rate
- Billable
- Status
Action
Search or write
- Allocation ID
  Required
- Project ID
  Required
- People IDs
  Required
- Status
- Hours
  Required
- Start Date
  Required
- End Date
  Required
- Name
- Notes
- Repeat State
- Repeat End Date
- Start Time
Action
Search or write

About Float

Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.

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Related categories

Scheduling & Booking

About fynk

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

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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

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