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fynk + MemberPress + Filter by Zapier

Create MemberPress members for signers of newly-signed fynk agreements

Some memberships are sold by contract, such as a corporate plan for a partner's team, and setting up each member by hand is slow. Speed things up with this Zap. Each agreement signed in fynk automatically creates a member in MemberPress for the signer. New members get access as soon as the contract is signed.

Note: Filter for membership agreements and map the member's signatory, not your own.

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 SignatoriesFinds the signatories of a document.
ActionSearch
then do this!
Create MemberCreate a Member with the given field values.
ActionWrite

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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
Course Completed
Triggers when a course is completed in MemberPress.
Trigger
Instant
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Member Deleted
Triggers when a member is deleted from the system.
Trigger
Instant
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Quiz Attempted
Triggers when a quiz is attempted on a MemberPress course.
Trigger
Instant
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Subscription Expired
Triggers when a subscription expires.
Trigger
Instant
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Transaction Completed
Triggers when a transaction has completed on MemberPress.
Trigger
Instant
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Transaction Refunded
Triggers when any transaction is refunded.
Trigger
Instant
Try It
- Email
  Required
- Username
  Required
- First Name
- Last Name
- Transaction
- Send Welcome Email
- Send Password Email
- Address 1
- Address 2
- City
- State
- Zip
- Country
Action
Write
- Member
  Required
- Membership
  Required
- Transaction Number
- Amount
- Total
- Tax Amount
- Tax Rate
- Tax Description
- Coupon
- Status
- Response
- Gateway
- Subscription
- Created At
- Expires At
- Send Welcome Email
- Send Receipt Email
Action
Write
- Subscription ID
  Required
Action
Write
- Member ID
  Required
- Email
  Required
- Username
  Required
- First Name
- Last Name
- Address 1
- Address 2
- City
- State
- Zip
- Country
Action
Write
- Transaction ID
  Required
- Member
  Required
- Membership
  Required
- Transaction Number
- Amount
- Total
- Tax Amount
- Tax Rate
- Tax Description
- Coupon
- Status
- Response
- Gateway
- Subscription
- Created At
- Expires At
- Send Welcome Email
- Send Receipt Email
Action
Write
- Subscription Number
  Required
Action
Search

- 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
Lesson Completed
Triggers when a lesson is completed on a MemberPress course.
Trigger
Instant
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Member Signup Completed
Triggers when a new member completes the signup and their payment is accepted.
Trigger
Instant
Try It
Subscription Created
Triggers when a subscription is created.
Trigger
Instant
Try It
Subscription Stopped
Triggers when a subscription is canceled.
Trigger
Instant
Try It
Transaction Expired
Triggers when any transaction expires.
Trigger
Instant
Try It
- Valid Memberships
  Required
- Should Expire
- Should Start
- Expires On (required if 'Should Expire' is true)
- Starts On (required if 'Should Start' is true)
- Coupon Code
- Description
- Use On Upgrades (Deprecated)
- Allow on Upgrades and Downgrades
- Usage Amount
- Discount Type
- Discount Amount
- Discount Mode
- First Payment Discount Type
- First Payment Discount Amount
- Trial Days
- Trial Amount
Action
Write
- Member
  Required
- Membership
  Required
- Status
  Required
- Created At
  Required
- Subscription ID
- Response
- Gateway
- Coupon
- Price
- Tax Amount
- Tax Rate
- Tax Description
- Period
- Period Type
- Limit Cycles
- Limit Cycles Num
- Limit Cycles Action
- Trial
- Trial Days
- Trial Amount
- Total
- CC Last 4
- CC Exp Month
- CC Exp Year
Action
Write
- Coupon ID
  Required
Action
Write
- Transaction ID
  Required
Action
Write
- Subscription ID
  Required
- Member
  Required
- Membership
  Required
- Status
  Required
- Created At
  Required
- Subscription ID
- Response
- Gateway
- Coupon
- Price
- Tax Amount
- Tax Rate
- Tax Description
- Period
- Period Type
- Limit Cycles
- Limit Cycles Num
- Limit Cycles Action
- Trial
- Trial Days
- Trial Amount
- Total
- CC Last 4
- CC Exp Month
- CC Exp Year
Action
Write
- Email
  Required
Action
Search
- Transaction Number
  Required
Action
Search

About fynk

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

HelpHelp

Related categories

Documents

About MemberPress

MemberPress is an “all-in-one” membership and LMS plugin for WordPress that will help you generate recurring membership revenue from content like blogs, newsletters, online courses, digital downloads, podcasts, videos, and more.

Learn moreLearn moreHelpHelp

Related categories

WordPress

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.

Learn moreLearn moreHelpHelp

Related categories

Developer Tools

Zapier

Related Zap Templates

Send fynk membership agreements for signing for newly completed MemberPress transactions

Related Zap Templates

Send fynk membership agreements for signing for newly completed MemberPress transactions