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fynk + Holded
fynk + Holded
fynk + Holded integrations
Create and send Holded invoices when new fynk contracts are signed
Start billing the moment a customer signs. When a fynk document is signed, this Zap automatically finds the signer, finds or creates the contact in Holded, creates a sales invoice and sends it to the customer. Finance invoices on day one without copying a thing.
- When this happens...New Signed DocumentTriggers when a document is signed.
- automatically do this...Find SignatoriesFinds the signatories of a document.
- then do this...Find ContactFind an existing Contact
- then do this...Create Sales InvoiceCreates a sales invoice
- then do this!Send InvoiceSends an invoice to the assigned contact email address
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More things you can do with fynk and Holded
Discover other triggers and actions you can use with fynk and Holded
- New Document
Triggers when a new document is created.
Try ItTriggerPolling - New Signed Document
Triggers when a document is signed.
Try ItTriggerPolling - Document UUIDRequired
- Party UUIDRequired
- EmailRequired
- First Name
- Last Name
- Mobile Phone
- Title / Position
ActionWrite- Document Name
- TemplateRequired
- Move to Signing Stage
ActionWrite
- Document UUIDRequired
Try ItTriggerPolling- New Template
Triggers when a new template is created.
Try ItTriggerPolling - PDF FileRequired
- File Name
- Document Name
- Initial Stage
- Template
- Team
- Tags
- Owner Emails
- AI Analysis
ActionWrite- Tag NameRequired
- ColorRequired
ActionWrite
About Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
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