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Brivity + fynk + Filter by Zapier
Brivity + fynk + Filter by Zapier
Brivity + fynk integrations
Create fynk listing agreements for new seller leads in Brivity
A homeowner who reaches out about selling is ready to talk listing terms, and the paperwork should be waiting. Once this Zap is active, it will be. New seller leads in Brivity automatically get a listing agreement drafted in fynk with the contact's details filled in. Agents can start the listing talk with the agreement ready.
Note: Filter on the lead type so only seller leads continue.
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this...Only continue if...Set up rules to specify when this Zap can continue running.
- then do this!Create Document From TemplateCreate a new document from an existing template.
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More things you can do with these apps
Discover other triggers and actions you can use with Brivity, Filter by Zapier, and more
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Update Lead
Triggers when a lead is updated.
Try ItTriggerInstant - Only continue if...Required
ActionFilter- Document UUIDRequired
Try ItTriggerPolling
- New Timeline Event
Triggers when a Timeline event is posted. Experimental. Limited Events are supported:
Try ItTriggerInstant - Primary Agent ID
- Lead Intent
- First Name
- Last Name
- Email Address
- Phone Number
- Company
- Job Title
- Street Address
- City
- Locality
- Postal Code
- Country
- Description
- Tags
ActionWrite- New Document
Triggers when a new document is created.
Try ItTriggerPolling - New Signed Document
Triggers when a document is signed.
Try ItTriggerPolling
About Brivity
Brivity is a cloud-based CRM platform for real estate professionals & brokerages.
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Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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