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fynk + LeadConnector

fynk + LeadConnector integrations

Add new fynk signatories to LeadConnector workflows

Agencies on LeadConnector run follow-up campaigns through workflows. Streamline them with this Zap. When a signatory is added to a fynk document, they are automatically added as a lead to the LeadConnector workflow you choose. Every signer enters your onboarding follow-up right away.

When this happens...
New SignatoryTriggers when a new signatory is added to a document.
TriggerPolling
automatically do this!
Add Lead to WorkflowAdds a lead to an existing workflow.
ActionWrite

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More things you can do with fynk and LeadConnector

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

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
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow ID
  Required
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task Title
  Required
- Task Description
  Required
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write

- Document UUID
  Required
Trigger
Polling
Try It
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
- In Pipeline
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as Lead
  Required
- Notes
- Select Pipeline
- Select Stage
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

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 LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn moreLearn moreHelpHelp

Related categories

Marketing Automation

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