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fynk + TrueCoach + Filter by Zapier

Create TrueCoach clients when new fynk coaching agreements are signed

Programming should begin the day a client commits, not before. Whenever a new coaching agreement is signed in fynk, the signer is added to TrueCoach as a client automatically.

Note: Filter for coaching agreements and map the client's signatory, not the coach who signed for you.

When this happens...
New Signed DocumentTriggers when a document is signed.
TriggerPolling
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Find SignatoriesFinds the signatories of a document.
ActionSearch
then do this!
Create ClientWhen this action is called, it creates a new Client on TrueCoach.
ActionWrite

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Discover other triggers and actions you can use with fynk, Filter by Zapier, and more

New Document
Triggers when a new document is created.
Trigger
Polling
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New Signed Document
Triggers when a document is signed.
Trigger
Polling
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- 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
Added to Client Group
Triggers when a client is added to a Client Group on TrueCoach.
Trigger
Instant
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Workout Completed
Triggers when a client completes a workout assigned to them in TrueCoach.
Trigger
Instant
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- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Coach Email
- Phone Number
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
- Only continue if...
  Required
Action
Filter
New Client
Triggers when a new client is added on TrueCoach.
Trigger
Instant
Try It
Workout Created
Triggers when a coach creates a workout and assigns it to a client on TrueCoach.
Trigger
Instant
Try It

About fynk

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

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Related categories

Documents

About TrueCoach

TrueCoach is a personal trainer software trusted by over 20,000+ personal trainers, coaches, and gym owners worldwide.

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Related categories

Fitness

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Developer Tools

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