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fynk + Streamtime

fynk + Streamtime integrations

Send fynk project agreements for signing for newly approved Streamtime quotes

Creative studios on Streamtime know the moment a new quote is approved is the moment to lock in scope. Immediately after it's approved, fynk prepares a project agreement and sends it to the client contact to sign.

When this happens...
Quote ApprovedTriggers when a Quote gets approved.
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 Streamtime and fynk

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

Company Updated
Triggers when a Company is modified.
Trigger
Instant
Try It
Contact Updated
Triggers when a Contact is updated.
Trigger
Instant
Try It
Invoice Sent
Triggers when an Invoice is sent to a client.
Trigger
Instant
Try It
Job Created
Triggers when a Job is created.
Trigger
Instant
Try It
- Activity Type
- User
- Company
- Job Name
Trigger
Instant
Try It

- Label Type
- Label Name
Trigger
Instant
Try It
Quote Approved
Triggers when a Quote gets approved.
Trigger
Instant
Try It

- Name
  Required
- Phone 1
- Phone 2
- Tax Number
- Website Address
- Notes
- Postal Address Line 1
- Postal Address Line 2
- Postal Address Line 3
- Postal Address City
- Postal Address Post Code
- Postal Address Country
- Postal Address Region
- Physical Address Line 1
- Physical Address Line 2
- Physical Address Line 3
- Physical Address City
- Physical Address Region
- Physical Address Country
- Physical Address Post Code
Action
Write
- Job Name
  Required
- Job Number
- Company Name
  Required
- Budget
Action
Write
- Job ID
  Required
- Expense Name
  Required
- Description
- Reference
- Company
- Date
- Pricing Method
  Required
- Status
  Required
- Currency Code
- Quantity
  Required
- Cost Rate
- Sell Rate
- Markup
- Total (ex tax)
Action
Write
- Notes
  Required
- Date
- Duration (minutes)
- Status
  Required
Action
Write
- Label Type
  Required
- ID
  Required
- Name
  Required
Action
Write
- Priority Board ID
  Required
- Column
  Required
- Card Type
  Required
- ID
- Notes
Action
Write
- Branch Name
Action
Search
- Company Name
Action
Search
- Invoice Number
- Invoice Name
Action
Search
- Expense Name
- Company Name
Action
Search
- First Name
- Last Name
- 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

Company Created
Triggers when a Company is created
Trigger
Instant
Try It
Contact Created
Triggers when a Contact is created
Trigger
Instant
Try It
- User
Trigger
Instant
Try It
Job Deleted
Triggers when a Job is deleted.
Trigger
Instant
Try It
- Mentioned User
Trigger
Instant
Try It
- Label Type
- Label Name
Trigger
Instant
Try It
Quote Sent
Triggers when a Quote is sent to a client.
Trigger
Instant
Try It
- Company
  Required
- First Name
  Required
- Last Name
- Email
- Phone Number
- Position
Action
Write
- Job ID
  Required
- Post Title
  Required
- Message
  Required
Action
Write
- Board Name
  Required
Action
Write
- Job ID
  Required
- Message
  Required
Action
Write
- User
- Notes
- Date
- Duration (minutes)
- Status
  Required
- Job ID
  Required
- Item Name
Action
Write
- Job ID
  Required
- Company Name
  Required
- New Job Name
  Required
- New Job Number
- Start Date
- How would you like to affect the rates on your existing items and expenses?
  Required
Action
Write
- Priority Board Name
  Required
Action
Search
- Company Name
- First Name
- Last Name
- Email
Action
Search
- Job Number
- Job Name
Action
Search
- Quote Name
- Quote Number
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

About fynk

fynk is an intelligent document management tool to create, organize and digitally sign legal documents.

HelpHelp

Related categories

Documents

About Streamtime

Intuitive project management, time tracking with auto-populated to-do lists, deep analytics, team scheduling and much more.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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Create fynk documents from new Streamtime job activities

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Create fynk documents from new Streamtime job activities