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fynk + Salesforce

fynk + Salesforce

Send fynk NDAs to new Salesforce leads

Many deals need an NDA before the first real conversation. When a new lead is created in Salesforce, this Zap automatically creates an NDA in fynk from your template, adds the lead as a signatory and sends it for signing. Map the lead's name and company into the template during setup. Sales can share details sooner, with confidentiality covered.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new Lead is created.
  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...
    Add Signatory to Document
    Add Signatory to Document
    Add Signatory to DocumentAdds a signatory to a party of a document.
  4. 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 Salesforce and fynk

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

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
    Polling
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    • Salesforce Objects
      Required
    Trigger
    Polling
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    • Salesforce Object
      Required
    • Record (Optional)
    Trigger
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
    Try It
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About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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