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fynk + MyCase

fynk + MyCase integrations

Create fynk documents from new or updated MyCase cases

Legal teams spend too much time preparing routine agreements for each new matter or client. With this Zap, every new item from the MyCase trigger "Case Added or Updated" automatically creates a fynk document from the template you choose. Every new matter starts with the right engagement letter or agreement ready to review.

When this happens...
Case Added or UpdatedTriggers when a case has been added/updated.
TriggerInstant
automatically do this!
Create Document From TemplateCreate a new document from an existing template.
ActionWrite

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More things you can do with MyCase and fynk

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

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Name
  Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Write
- Name
  Required
Action
Write

- MyCase Company To Update
  Required
- Email
- Name
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Write
- Type
  Required
- Name
  Required
- Path
  Required
- Document
  Required
- Description
- Assigned_date
Action
Write

- Activity_name
  Required
- Description
- Entry_date
  Required
- Billable
  Required
- Cost
  Required
- Units
  Required
- Case
  Required
- Staff
  Required
Action
Write
- Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Write
- MyCase Person To Update
  Required
- Email
- First_name
- Middle_name
- Last_name
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Date of birth
- Cases
Action
Write
- Name
  Required
Action
Write
- Name
  Required
- Description
- Priority
- Due_date
- Completed
- Case
- Staff
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or write
New Document
Triggers when a new document is created.
Trigger
Polling
Try It
New Signed Document
Triggers when a document is signed.
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
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

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Called_at
  Required
- Caller_phone_number
  Required
- Message
  Required
- Resolved
  Required
- Call_type
- Call_for
  Required
- Caller
  Required
Action
Write
- MyCase Case To Update
  Required
- Name
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Write
- Email
- Name
  Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Write
- Name
  Required
- Parent_type
  Required
- Field_type
  Required
Action
Write
- Name
  Required
- Description
- Start
  Required
- End
  Required
- All_day
- Private
- Location
- Case
- Required_staff
  Required
- Optional_staff
Action
Write
- Email
- First_name
  Required
- Middle_initial
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- Zip Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Lead_details
- Birthdate
- Drivers_license_number
- Drivers_license_state
- Referral_source_reference
- Referred_by
Action
Write
- Type
  Required
- Subject
  Required
- Note
  Required
- Date
  Required
Action
Write
- Email
- First_name
  Required
- Middle_name
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Date of birth
- Cases
Action
Write
- Name
  Required
Action
Write
- Activity_name
  Required
- Description
- Entry_date
  Required
- Billable
- Flat_fee
- Rate
  Required
- Hours
  Required
- Case
  Required
- Staff
  Required
Action
Write
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
Action
Search
- Search Type
  Required
- Search Value
  Required
- Name
  Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Email
- Name
  Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Email
- First_name
  Required
- Middle_name
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Date of birth
- Cases
Action
Search or write
- Search Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or write
- 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

About fynk

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

HelpHelp

Related categories

Documents

About MyCase

MyCase is legal case management software for unparalleled productivity.

Learn moreLearn moreHelpHelp

Related categories

Productivity