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fynk + Zoho Desk + Filter by Zapier

Import new PDF attachments from Zoho Desk tickets into fynk

Customers sometimes send their own contract paper to the support inbox, where it gets buried in a ticket. New PDF attachments on Zoho Desk tickets are imported into fynk as documents.

Note: Filter on the file type so only PDFs are imported, and narrow it further if invoices or other PDFs also arrive on tickets.

When this happens...
New AttachmentTriggers when a new attachment is added to any ticket in the selected organization.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create Document From PDFCreate a new document in fynk from a PDF file.
ActionWrite

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- Organization
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- Organization
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- Organization
  Required
- Department
  Required
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Instant
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- Organization
  Required
- Department
  Required
- Direction
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- Organization
  Required
- Department
  Required
Trigger
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- Organization
  Required
- Ticket ID
  Required
- File
  Required
- Public
Action
Write
- Organization
  Required
- Account Name
  Required
- Description
- Email
- Website
- Fax
- Phone
- Industry
- Owner ID
- Street
- City
- State
- Country
- Zip Code
- Annual Revenue
Action
Write

- Organization
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- Department
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- Contact
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- Subject
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- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
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- Classification
Action
Write
- Organization
  Required
- Contact
  Required
- Account
- Last Name
- First Name
- Title
- Description
- Type
- Email
- Secondary Email
- X (formerly Twitter)
- Facebook
- Phone
- Mobile/Cellular
- Street Address
- City
- State
- Country
- Zip Code
- Owner ID
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Select Organization
  Required
- Action Information
- Account Name
- Account ID
Action
Search
- Organization
  Required
- Email
  Required
- Account
- Last Name
  Required
- First Name
- Title
- Description
- Type
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Search or write
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
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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
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- Document UUID
  Required
Action
Search

- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
Trigger
Instant
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- Organization
  Required
- Department
  Required
- Status
  Required
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Instant
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- Organization
  Required
- Department
  Required
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Instant
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- Organization
  Required
- Department
  Required
- Ticket
  Required
- Content
  Required
- Public
  Required
Action
Write
- Organization
  Required
- Account
- Last Name
  Required
- First Name
- Title
- Description
- Type
- Email
- Secondary Email
- Twitter
- Facebook
- Phone
- Mobile/ Cellular
- Street Address
- City
- State
- Country
- Zip Code
Action
Write
- Organization
  Required
- Department
  Required
- Ticket
  Required
- From Address (E-Mail)
  Required
- To Address (E-Mail)
  Required
- Content Type
  Required
- Reply Content
  Required
- Is Forward
Action
Write
- Organization
  Required
- Department
  Required
- Ticket
  Required
- Contact
- Subject
- Email
- Phone
- Description
- Category
- Sub Category
- Status
- Assignee
- Ticket Due Date
- Priority
- Channel
- Classification
Action
Write
- Organization
  Required
- Department
  Required
- Ticket Number
  Required
Action
Search
- Select Organization
  Required
- Email
  Required
Action
Search
- Only continue if...
  Required
Action
Filter
- Document UUID
  Required
Trigger
Polling
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New Template
Triggers when a new template is created.
Trigger
Polling
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- 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 Zoho Desk

Zoho Desk is web-based customer service software designed to help you focus more on creating customer happiness every day.

Learn moreLearn moreHelpHelp

Related categories

Customer Support

Zoho

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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Related categories

Developer Tools

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