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Create and send fynk contracts for newly updated Pipedrive deal stages
Moving a deal forward should also move the paperwork. When a new Pipedrive deal changes stage, this Zap creates a fynk document from your template, looks up the deal's contact person, adds them as a signatory, and sends the contract for signing. Contracts go out the moment a deal is ready.
Note: Add a filter for the stage you want during setup.
- When this happens...Updated Deal StageTriggers when a deal's stage is updated.
- automatically do this...Create Document From TemplateCreate a new document from an existing template.
- then do this...Get PersonRetrieves a specific person by their ID.
- then do this...Add Signatory to DocumentAdds a signatory to a party of a document.
- then do this!Move Document to Signing StageMove the status of a document to signing stage.
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More things you can do with Pipedrive and fynk
Discover other triggers and actions you can use with Pipedrive and fynk
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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