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fynk + Microsoft Outlook + Formatter by Zapier
fynk + Microsoft Outlook + Formatter by Zapier
Email the right approver in Microsoft Outlook for new fynk documents
Each contract type has its own approver, and nobody wants to forward drafts by hand. New documents in fynk are matched to an approver by document type, and Microsoft Outlook emails that person the document name.
Note: In Formatter, choose Utilities and Lookup Table, add one row per document type with the approver's email, and set a default approver.
- When this happens...New DocumentTriggers when a new document is created.
- automatically do this...UtilitiesVarious utilities like "choose value from list" or "look up in table" (with line-item support).
- then do this!Send EmailSend an email from your Outlook account.
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More things you can do with these apps
Discover other triggers and actions you can use with fynk, Formatter by Zapier, and more
- 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
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Related Zap Templates
- Create fynk documents from new Microsoft Outlook email attachments
- Save newly signed fynk documents to SharePoint and email the links with Outlook
- Save newly signed fynk documents to OneDrive and email the links with Outlook
- Create fynk documents from new Microsoft Outlook attachments and send Microsoft Teams channel messages
- Email newly-signed fynk documents as PDF attachments with Microsoft Outlook
- Create fynk documents from new Outlook contract requests and send replies
- Save new Microsoft Outlook attachments to OneDrive and add them as documents to fynk
- Add Microsoft Outlook calendar events for newly signed fynk documents
- Add fynk contract renewal dates to Microsoft Outlook calendars when new documents are signed in fynk
- Email weekly Microsoft Outlook digests of newly signed fynk contracts
- Create Microsoft Outlook contacts for signers of newly signed fynk contracts
Related Zap Templates
- Create fynk documents from new Microsoft Outlook email attachments
- Create fynk documents from new Microsoft Outlook attachments and send Microsoft Teams channel messages
- Save new Microsoft Outlook attachments to OneDrive and add them as documents to fynk
- Email weekly Microsoft Outlook digests of newly signed fynk contracts







