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Content Snare + fynk

Content Snare + fynk integrations

Create Content Snare requests for newly-signed fynk documents

After an engagement letter is signed, the next job is collecting the client's files. Streamline that work with this Zap. Once active, each new signing in fynk automatically kicks off a Content Snare request, so the client can upload everything you need.

Note: Choose the request template and map the client's email during setup.

When this happens...
New Signed DocumentTriggers when a document is signed.
TriggerPolling
automatically do this!
Create RequestCreates a new request.
ActionWrite

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More things you can do with fynk and Content Snare

Discover other triggers and actions you can use with fynk and Content Snare

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
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- 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
Client Created
Triggers when the client is created.
Trigger
Instant
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Field Approved
Triggers when the field is approved.
Trigger
Instant
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Field Rejected
Triggers when the field is rejected.
Trigger
Instant
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Request Created
Triggers when the request is created.
Trigger
Instant
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- Company_name
- Full_name
  Required
- Email
  Required
- Phone
- Application Language
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Document UUID
  Required
Trigger
Polling
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New Template
Triggers when a new template is created.
Trigger
Polling
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- 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
All Fields Completed
Triggers when all fields are completed.
Trigger
Instant
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Client Updated
Triggers when the client is updated.
Trigger
Instant
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Field Completed
Triggers when the field is completed.
Trigger
Instant
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Request Completed
Triggers when the request is completed.
Trigger
Instant
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Request Published
Triggers when the request is published.
Trigger
Instant
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- Name
  Required
- Folder
- Request_template
  Required
- Email
  Required
- Phone
- Full_name
- Company_name
- Due
- Status
  Required
- Reminder Schedule
- Request owner
- Comments_enabled
- Share_via_link_enabled
Action
Write

About Content Snare

Content Snare is a secure, branded portal for client onboarding and document collection. Clients respond with files and info, no logins required.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About fynk

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

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Related categories

Documents

Related Zap Templates

Create fynk documents when new Content Snare requests are completed

Send fynk authorization forms for signing when new Content Snare requests are completed