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  • fynk logofynk logo
  • Slack logoSlack logo
  • Pipedrive logoPipedrive logo
  • fynk logofynk logo
  • Slack logoSlack logo
  • Pipedrive logoPipedrive logo

fynk + Slack + Pipedrive

fynk + Slack + Pipedrive

Mark Pipedrive deals as won, create Pipedrive activities, and send Slack messages when new fynk contracts are signed

A signed contract should close the deal and start the next step. When a fynk document is signed, this Zap automatically finds the matching Pipedrive deal, marks it as won, creates a kickoff activity for the owner, and tells the team in Slack. Pick the search field and activity type during setup. Nobody forgets to update the pipeline or schedule the handover.

  1. When this happens...
    New Signed Document
    New Signed Document
    New Signed DocumentTriggers when a document is signed.
  2. automatically do this...
    Find Deals
    Find Deals
    Find DealsTriggers when a new deal is created.
  3. then do this...
    Update Deal
    Update Deal
    Update DealUpdates an existing deal.
  4. then do this...
    Create Activity
    Create Activity
    Create ActivityCreates a new activity in Pipedrive with comprehensive options for scheduling, participants, and associations.
  5. then do this!
    Send Channel Message
    Send Channel Message
    Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
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More things you can do with these apps

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

  • fynk triggers, actions, and search
    New Document

    Triggers when a new document is created.

    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
    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
fynk logo
About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
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slack logo
About Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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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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