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fynk + Moneybird

fynk + Moneybird

fynk + Moneybird integrations

Create and send Moneybird invoices when new fynk contracts are signed

Billing should follow signing straight away. When a fynk document is signed, this Zap automatically finds the signer, finds or creates the contact in Moneybird, creates a sales invoice, and sends it. No signed contract waits weeks for its first invoice.

  1. When this happens...
    New Signed Document
    New Signed Document
    New Signed DocumentTriggers when a document is signed.
  2. automatically do this...
    Find Signatories
    Find Signatories
    Find SignatoriesFinds the signatories of a document.
  3. then do this...
    Find Contact
    Find Contact
    Find ContactFinds a contact.
  4. then do this...
    Create Sales Invoice
    Create Sales Invoice
    Create Sales InvoiceTriggers when a new sales invoice is created.
  5. then do this!
    Send Sales Invoice
    Send Sales Invoice
    Send Sales InvoiceSend a sales invoice
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More things you can do with fynk and Moneybird

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

  • fynk triggers, actions, and search
    New Document

    Triggers when a new document is created.

    Trigger
    Polling
    Try It
    • 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
    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
fynk logo
About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
Related categories
moneybird logo
About Moneybird
Moneybird provides cloud accounting for SME's in Holland.
Related categories

Related Zap Templates

  • Send fynk agreements for signing from new Moneybird quotes

 

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