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fynk + WhatsApp Business + Formatter by Zapier

Create fynk documents from templates for new WhatsApp Business messages

This Zap automatically formats each new message received in WhatsApp Business and uses the resulting text to create a new document from a template in fynk. Set it up to help teams move customer conversations into consistent documents more efficiently.

When this happens...
New Message ReceivedTriggers when a customer sends a message to your WhatsApp Business phone number. Note: the test step shows a static placeholder record because WhatsApp's API does not expose message history. Real messages will only appear in Zap runs after the Zap is turned on and a customer sends a new message.
TriggerInstant
automatically do this...
TextWork with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Create Document From TemplateCreate a new document from an existing template.
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with WhatsApp Business, Formatter by Zapier, and more

- Status types
- Recipient phone number
Trigger
Instant
Try It
- Session_window_info
- Recipient phone number
  Required
- Message text
  Required
- Preview URL
- Reply to message ID
Action
Write
- Recipient phone number
  Required
- Template
  Required
Action
Write
- Transform
  Required
Action
Write
- Transform
  Required
Action
Write

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

- Message types
- From phone number
- Only replies
Trigger
Instant
Try It
- Session_window_info
- Recipient phone number
  Required
- Media type
  Required
- File
  Required
- Reply to message ID
Action
Write
- Media ID
  Required
Action
Search
- Transform
  Required
Action
Write
- Transform
  Required
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

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 WhatsApp Business

WhatsApp Business is a customer messaging app that delivers fast, reliable communication through organized chats, automated responses, and business profiles.

HelpHelp

Related categories

Phone & SMS

Premium

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

Learn moreLearn moreHelpHelp

Related categories

Documents

Zapier