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fynk + Gainsight + Filter by Zapier

Add Gainsight timeline activities for newly signed fynk renewals

Customer success managers plan their next call around what the customer just signed. New signed renewals and expansions in fynk add an activity to the account's timeline in Gainsight.

Note: Filter for renewal and expansion contracts and store the Gainsight company name or ID as a fynk metadata value.

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 Document Metadata ValuesFinds all metadata values of a document.
ActionSearch
then do this!
Add Activity to TimelineSaves a Single Activity to a Timeline
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
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
- Context Name
  Required
- External Record ID
  Required
- Author
  Required
- Subject
  Required
- Notes
  Required
- Date
- Activity Type ID
  Required
- Company Name
  Required
- Relationship Name
- Relationship Type
- Internal Attendees
- External Attendees
Action
Write
Upsert Person
Allows the user to create/update a person with dynamic input fields
Action
Write
- Context Name
  Required
- External Record ID
  Required
- Author
  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
- Only continue if...
  Required
Action
Filter
- Object Name
- Action
  Required
- Update Key
Action
Write
- Object Name
  Required
- Action
  Required
- Update Key
Action
Write
- User E-mail
  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 Gainsight

Gainsight™ is a CRM that helps businesses build deep and lasting relationships with their customers.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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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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