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  • fynk logofynk logo
  • Microsoft Teams logoMicrosoft Teams logo
  • Formatter by Zapier logoFormatter by Zapier logo
  • fynk logofynk logo
  • Microsoft Teams logoMicrosoft Teams logo
  • Formatter by Zapier logoFormatter by Zapier logo

fynk + Microsoft Teams + Formatter by Zapier

fynk + Microsoft Teams + Formatter by Zapier

fynk + Microsoft Teams integrations

Post new fynk documents to Microsoft Teams channels by document type

A new draft needs attention from the team that owns it, but a single shared channel buries it in noise. Once this integration is in place, though, each new document in fynk is automatically matched to a Microsoft Teams channel by its document type, and a message with the document name is posted there. Every team sees its own new drafts right away.

Note: In Formatter, choose Utilities and Lookup Table, add one row per document type with its channel ID, and set a default channel.

  1. When this happens...
    New Document
    New Document
    New DocumentTriggers when a new document is created.
  2. automatically do this...
    Utilities
    Utilities
    UtilitiesVarious utilities like "choose value from list" or "look up in table" (with line-item support).
  3. then do this!
    Send Channel Message
    Send Channel Message
    Send Channel MessageSends a message to an existing channel.
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More things you can do with these apps

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

  • fynk triggers, actions, and search
    New Document

    Triggers when a new document is created.

    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
    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
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About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
Related categories
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About Microsoft Teams
Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
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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.
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