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fynk + Pleo

fynk + Pleo integrations

Send company card policies for signing with fynk to new Pleo employees

Employees who get a company card should sign your card and expense policy before they start spending. With this Zap, every new employee added in Pleo gets your policy document created in fynk from your template, is added as a signatory with their name and email, and receives it for signing. Every cardholder has a signed policy on file from day one.

Note: Pick your policy template during setup.

When this happens...
New EmployeeTriggers when a new employee is created.
TriggerPolling
automatically do this...
Create Document From TemplateCreate a new document from an existing template.
ActionWrite
then do this...
Add Signatory to DocumentAdds a signatory to a party of a document.
ActionWrite
then do this!
Move Document to Signing StageMove the status of a document to signing stage.
ActionWrite

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More things you can do with Pleo and fynk

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

New Employee
Triggers when a new employee is created.
Trigger
Polling
Try It
- Expense ID
Trigger
Polling
Try It
- Email
  Required
Action
Write
- Employee Id
  Required
Action
Write
- Expense ID
Action
Write

- Tax Code
Action
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

New Expense
Triggers when a new expense is added.
Trigger
Polling
Try It
New Tag
Triggers when a new tag is created.
Trigger
Polling
Try It
- Tag Group Id
  Required
- Attribute Id
  Required
- Attribute Value
  Required
Action
Write
- employee ID
  Required
Action
Write
- Expense
- Receipt
Action
Write
- Employee Id
  Required
- First Name
- Last Name
- Job Title
Action
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 Pleo

Pleo offers smart company cards that automate expense reports and simplify company spending.

HelpHelp

Related categories

Accounting