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CentralStationCRM + fynk

CentralStationCRM + fynk integrations

Add new fynk signatories to CentralStationCRM as people

Signers are often new contacts at a customer, such as a managing director or a purchasing lead, and they rarely make it into the CRM. But once this integration is in place, each new signatory in fynk is automatically found in CentralStationCRM or added as a person. Your contact list includes everyone who signs, without manual entry.

When this happens...
New SignatoryTriggers when a new signatory is added to a document.
TriggerPolling
automatically do this!
Find PersonFinds a person at CentralStationCRM by email. If no person is found with the email, you can add a new person.
ActionSearch

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More things you can do with fynk and CentralStationCRM

Discover other triggers and actions you can use with fynk and CentralStationCRM

New Document
Triggers when a new document is created.
Trigger
Polling
Try It
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
New Person
Triggers when a new Person is created.
Trigger
Instant
Try It
- Last name
  Required
- First name
- Title
- Gender
- Background
- Responsible user (ID)
- E-mail address (office)
- Phone number (office)
- List of tags
Action
Write
- Find Record by Email
  Required
- Last name
  Required
- First name
- Title
- Gender
- Background
- Responsible user (ID)
- E-mail address (office)
- Phone number (office)
- List of tags
Action
Search or 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
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
- Name
  Required
- Value
  Required
- Value Type
  Required
- Value Count
  Required
- Target Date
  Required
- Current State
  Required
- Responsible user (ID)
- List of tags
Action
Write
- Find Record by Email
  Required
Action
Search

About CentralStationCRM

CentralStationCRM is an easy CRM software. We focus on ease of use, collaboration and work best when you have (or want) long term relationships.

HelpHelp

Related categories

CRM (Customer Relationship Management)

About fynk

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

HelpHelp

Related categories

Documents

Related Zap Templates

Create fynk contracts for new CentralStationCRM deals

Related Zap Templates

Create fynk contracts for new CentralStationCRM deals