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fynk + Proposify

fynk + Proposify integrations

Send fynk master agreements for signing when new Proposify proposals are won

A won proposal usually still needs a master agreement before work starts. As soon as a new proposal is marked won in Proposify, fynk prepares that agreement and sends it to the client to sign automatically.

When this happens...
Document WonTriggers when a document is marked as won.
TriggerInstant
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 Proposify and fynk

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

Document Created
Triggers when a new document is created.
Trigger
Instant
Try It
Document Sent
Triggers when a document is sent to a client.
Trigger
Instant
Try It
Document Viewed
Triggers when a document is viewed by a client.
Trigger
Instant
Try It
- Company Name
  Required
- Address Line 1
- Address Line 2
- City
- State/Province
- Postal Code
- Country
Action
Write
- Name
  Required
- User ID
- Company ID
- Contact ID
- Template ID
Action
Write

- Contact ID
- Company ID
- First Name
- Last Name
- Email
Action
Search
- Template Name
Action
Search

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

Document Lost
Triggers when a document is marked as lost.
Trigger
Instant
Try It
Document Signed
Triggers when a document is signed by a client.
Trigger
Instant
Try It
Document Won
Triggers when a document is marked as won.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Email
- Company ID
- Title
- Use Company Address
- Address Line 1
- Address Line 2
- City
- Postal/Zip Code
- State/Province
- Country
- Website URL
Action
Write
- Company ID
- Company Name
Action
Search
- Document Name
Action
Search
- Email
Action
Search
- 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 Proposify

Proposify is a proposal management tool that allows you to create, track, and sign on brand proposals.

HelpHelp

Related categories

Proposal & Invoice Management