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Pipedrive logoPipedrive logo
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Pipedrive logoPipedrive logo

fynk + Pipedrive

fynk + Pipedrive

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.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  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...
    Get Person
    Get Person
    Get PersonRetrieves a specific person by their ID.
  4. then do this...
    Add Signatory to Document
    Add Signatory to Document
    Add Signatory to DocumentAdds a signatory to a party of a document.
  5. 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 Pipedrive and fynk

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

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
fynk logo
About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
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pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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