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Autotask + fynk + Filter by Zapier

Send fynk managed services agreements for signing when new Autotask opportunities are won

Managed service providers win deals in Autotask, but service can't start until the agreement is signed, and drafting it by hand costs days. Set up this Zap so that, when an opportunity is updated to won, fynk automatically creates the managed services agreement, adds the client as signatory and sends it for signature. Onboarding starts sooner because the paperwork leaves the moment the deal closes.

Note: Filter on the opportunity status so only won opportunities continue.

When this happens...
Updated OpportunityTriggers when an opportunity is updated.
TriggerPolling
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then 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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Creates a company.
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Triggers when a new template is created.
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- Template
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- Tag Name
  Required
- Color
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- Document UUID
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Creates a new Company To-Do.
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Create Time Entry
Creates a Time Entry.
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About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

Learn moreLearn moreHelpHelp

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About fynk

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

HelpHelp

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Documents

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.

Learn moreLearn moreHelpHelp

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Developer Tools

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