fynk + Knowify + Filter by Zapier
fynk + Knowify + Filter by Zapier
Send fynk subcontractor agreements for signing to new Knowify vendors
General contractors need insurance, lien waivers, and payment terms signed before a sub sets foot on site. Handle that easily with this Zap. Adding a subcontractor as a vendor in Knowify automatically creates that agreement in fynk and sends it to the vendor's email for signature. Subs are under contract before they start, with no chasing.
Note: Filter on the vendor type so material suppliers are skipped.
- When this happens...New VendorTriggers when a new vendor has been added.
- 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.
- then do this...Add Signatory to DocumentAdds a signatory to a party of a document.
- then do this!Move Document to Signing StageMove the status of a document to signing stage.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with these apps
Discover other triggers and actions you can use with Knowify, Filter by Zapier, and more
- New AIA Invoice
Triggers when a new AIA invoice has been added.
Try ItTriggerPolling - New Bill
Triggers when a new bill has been added.
Try ItTriggerPolling - Bill Sent for Approval
Triggers when a bill is sent for approval.
Try ItTriggerPolling - New Client
Triggers when a new client has been added.
Try ItTriggerPolling
- New Assignment
Triggers when a new assignment has been added.
Try ItTriggerPolling - New Bill Payment
Triggers when a new bill payment is added.
Try ItTriggerPolling - Change Order Made Active
Triggers when a change order has been made active.
Try ItTriggerPolling - Contract Job Made Active
Triggers when a contract job has been made active.
Try ItTriggerPolling





