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  • fynk logofynk logo
  • Knowify logoKnowify logo
  • Filter by Zapier logoFilter by Zapier logo
  • fynk logofynk logo
  • Knowify logoKnowify logo
  • Filter by Zapier logoFilter by Zapier logo

fynk + Knowify + Filter by Zapier

fynk + Knowify + Filter by Zapier

fynk + Knowify integrations

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.

  1. When this happens...
    New Vendor
    New Vendor
    New VendorTriggers when a new vendor has been added.
  2. automatically do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  3. then do this...
    Create Document From Template
    Create Document From Template
    Create Document From TemplateCreate a new document from an existing template.
  4. then do this...
    Add Signatory to Document
    Add Signatory to Document
    Add Signatory to DocumentAdds a signatory to a party of a document.
  5. then do this!
    Move Document to Signing Stage
    Move Document to Signing Stage
    Move Document to Signing StageMove the status of a document to signing stage.
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More things you can do with these apps

Discover other triggers and actions you can use with Knowify, Filter by Zapier, and more

  • Knowify triggers, actions, and search
    New AIA Invoice

    Triggers when a new AIA invoice has been added.

    Trigger
    Polling
    Try It
fynk logo
About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
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knowify logo
About Knowify
Knowify is a job costing and project management platform for contractors.
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filter logo
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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