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fynk + monday.com

fynk + monday.com

Send fynk contracts for signing when new monday.com deal stages change

Sales teams running their pipeline in monday.com CRM want the contract to go out as soon as a deal reaches the right stage. Make that possible with this Zap. When the stage column of a deal changes on your monday.com board, fynk automatically creates a contract from your template, adds the client as a signer and sends it for signing.

Note: Pick the deals board and the stage column during setup.

  1. When this happens...
    Specific Column Value Changed in Board
    Specific Column Value Changed in Board
    Specific Column Value Changed in BoardTriggers when a specific column's value changes in the selected board.
  2. automatically do this...
    Create Document From Template
    Create Document From Template
    Create Document From TemplateCreate a new document from an existing template.
  3. then do this...
    Add Signatory to Document
    Add Signatory to Document
    Add Signatory to DocumentAdds a signatory to a party of a document.
  4. 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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More things you can do with monday.com and fynk

Discover other triggers and actions you can use with monday.com and fynk

    • Formula_columns_notice
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Formula_columns_notice
    • Board ID
      Required
    • Group Names to trigger on
    Trigger
    Instant
    Try It
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Formula_columns_notice
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
    • Formula_columns_notice
    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
    Instant
    Try It
    • Formula_columns_notice
    • Board ID
      Required
    • Column IDs
      Required
    Trigger
    Instant
    Try It
    • Formula_columns_notice
    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
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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 monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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