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  • HubSpot logoHubSpot logo
  • Filter by Zapier logoFilter by Zapier logo
  • fynk logofynk logo
  • HubSpot logoHubSpot logo
  • Filter by Zapier logoFilter by Zapier logo

fynk + HubSpot + Filter by Zapier

fynk + HubSpot + Filter by Zapier

Send fynk contracts for signing for new specified HubSpot deals

Not every deal stage change needs a contract. When a HubSpot deal changes stage, this Zap automatically checks your filter (for example stage is Contract sent and amount is above 5,000) and only then creates a fynk document from your template, adds the buyer as a signatory and sends it for signing. Effortlessly stay in control of what goes out.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal enters a specified stage.
  2. automatically do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  3. then do this...
    Create Document From Template
    Create Document From Template
    Create Document From TemplateCreate a new document from an existing template.
  4. then do this...
    Add Signatory to Document
    Add Signatory to Document
    Add Signatory to DocumentAdds a signatory to a party of a document.
  5. then do this!
    Move Document to Signing Stage
    Move Document to Signing Stage
    Move Document to Signing StageMove the status of a document to signing stage.
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    • Object Type
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    • Note
    • Additional properties to retrieve
    Trigger
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    • Note
    • Additional properties to retrieve
    Trigger
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    • Note
    • Additional properties to retrieve
    Trigger
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    • Note
    • Additional properties to retrieve
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    • Note
    • Additional properties to retrieve
    Trigger
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About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
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About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
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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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