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Function Point + fynk + Filter by Zapier

Create Function Point jobs from newly signed fynk statements of work

Agency producers want the job open before kickoff, not after the first status meeting. Whenever a new statement of work is signed in fynk, this integration finds or creates the client company in Function Point and opens a job for it.

Note: Filter for statements of work and map the client's party, not your agency.

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 PartiesFinds the parties associated with a document.
ActionSearch
then do this!
Create JobCreate a job from an estimate. The job inherits the estimate’s number.
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
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
New Brief
Triggers when a new brief is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New External Expense
Triggers when a new external expense (PO) is created.
Trigger
Polling
Try It
New Job
Triggers when a new job is created.
Trigger
Polling
Try It
New Note Comment
Triggers when a comment is added to a note.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
New Timesheet
Triggers when a new time entry is created.
Trigger
Polling
Try It
- Brief
  Required
- Question
  Required
- Answer
- Sort Order
Action
Write
- Company Name
  Required
- Company Code
- Status
  Required
- Type
  Required
- Industry
  Required
- Address Line 1
- Address Line 2
- City
- Province / State
- Postal / Zip
- Country
- Phone
- Fax
- Website
- Overview
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
- Status
  Required
- Contact Type
  Required
- Company
  Required
- Salutation
- Title
- Direct Phone
- Mobile Phone
- Address Line 1
- Address Line 2
- City
- Province / State
- Postal / Zip
- Country
- Fax
- Overview
Action
Write
- Estimate Name
  Required
- Company
  Required
- Contact
  Required
- Estimate Type
  Required
- Term
  Required
- Office
  Required
- Rate
  Required
- Account Manager
  Required
- Approval Status
- Estimate Date
- Due Date
- Description
- Service Group
  Required
- Group Name (override)
- Service
  Required
- Service Name
- Service Code
- Quantity / Hours
- Rate
- Type
- Description
Action
Write
- Estimate
  Required
- Service Group
  Required
- Expense Type
  Required
- Description
- Cost
- Quantity
- Expense Date
Action
Write
- Job
  Required
- Job Name
- Status
- Category
- Billing Status
- Client PO Number
- Open Date
- Close Date
- Key Date
Action
Write
- Note
  Required
- Comment
  Required
- Author
  Required
Action
Write
- Task
  Required
- Comment
  Required
- Private?
Action
Write
- Task
  Required
- Title
- Schedule
- Status
- Description
- Estimated Hours
- Due Date
- Start Date
Action
Write
- Name
  Required
- Company Name
Action
Search
- Email
- Name
- Company Name
Action
Search
- Name or Number
- Company Name
- Status
- Invoice Date From
- Invoice Date To
Action
Search
- Name
  Required
Action
Search
- Staff
- Job
- Task
- Work Date From
- Work Date To
Action
Search
- Name
  Required
- Company Name
  Required
- Company Code
- Status
  Required
- Type
  Required
- Industry
  Required
- Address Line 1
- Address Line 2
- City
- Province / State
- Postal / Zip
- Country
- Phone
- Fax
- Website
- Overview
Action
Search or write
- Title
  Required
- Status
- Overdue only
- Due Before
- Due After
- Staff
  Required
- Job
- Company Name
- Schedule
- Status
- Priority
- Assigned By
- Milestone
- Description
- Estimated Hours
- Due Date
- Start Date
Action
Search or write

- 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
- Only continue if...
  Required
Action
Filter
New Company
Triggers when a new company (client or vendor) is created.
Trigger
Polling
Try It
New Estimate
Triggers when a new estimate is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Note
Triggers when a new note is created.
Trigger
Polling
Try It
New Staff
Triggers when a new staff member is added.
Trigger
Polling
Try It
New Task Comment
Triggers when a new task comment is created.
Trigger
Polling
Try It
- Brief Name
  Required
- Brief Template
  Required
- Company
  Required
- Account Executive
  Required
- Office
  Required
- Status
- Description
- Question
  Required
- Answer
Action
Write
- Brief
  Required
- Brief Name
- Description
- Status
Action
Write
- Company
  Required
- Company Name
- Status
- Type
- Industry
- Address Line 1
- Address Line 2
- City
- Province / State
- Postal / Zip
- Country
- Phone
- Fax
- Website
- Overview
Action
Write
- Contact
  Required
- First Name
- Last Name
- Email
- Status
- Contact Type
- Company
- Salutation
- Title
- Direct Phone
- Mobile Phone
- Address Line 1
- Address Line 2
- City
- Province / State
- Postal / Zip
- Country
- Fax
- Overview
Action
Write
- Type
- Description
  Required
- Office
  Required
- Accounts Payable
  Required
- Terms
- Reference Number
- Estimate
  Required
- Service Group
  Required
- Expense Type
  Required
- Supplier
  Required
- Cost
- Quantity
- Markup %
- Expense Date
  Required
Action
Write
- Estimate
  Required
- Job Name
- Status
- Category
- Billing Status
- Open Date
- Client PO Number
- Contact
  Required
Action
Write
- Title
  Required
- Content
  Required
- Company
- Job
- Contact
- Estimate
- Category
- Follow-up Date
Action
Write
- Title
  Required
- Job
- Schedule
- Status
- Priority
- Assigned By
- Milestone
- Description
- Estimated Hours
- Due Date
- Start Date
- Staff
  Required
Action
Write
- Predecessor Task
  Required
- Dependent Task
  Required
- Type
Action
Write
- Job
  Required
- Service
  Required
- Staff
- Work Date
  Required
- Hours
  Required
- Task
- Description
- Hourly Cost
- Billing Rate
Action
Write
- Name
  Required
Action
Search
- Name or Number
- Company Name
- Approval Status
- Estimate Date From
- Estimate Date To
Action
Search
- Name or Number
- Company Name
- Status
- Category
- Billing Status
Action
Search
- Title
- Status
- Overdue only
- Due Before
- Due After
- Assignee
- Job
- Company Name
Action
Search
- Name
  Required
- Company
  Required
- Brief Name
  Required
- Brief Template
  Required
- Account Executive
  Required
- Office
  Required
- Status
- Description
- Question
  Required
- Answer
Action
Search or write
- Email
- Name
- Company
  Required
- First Name
  Required
- Last Name
  Required
- Status
  Required
- Contact Type
  Required
- Salutation
- Title
- Direct Phone
- Mobile Phone
- Address Line 1
- Address Line 2
- City
- Province / State
- Postal / Zip
- Country
- Fax
- Overview
Action
Search or write

About Function Point

Function Point is an all-in-one agency management platform for project, resource, financial, and team collaboration.

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Developer Tools

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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