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fynk + kvCORE + Filter by Zapier
fynk + kvCORE + Filter by Zapier
fynk + kvCORE integrations
Send fynk buyer representation agreements for signing for new kvCORE leads
Agents working buyer leads need a representation agreement signed early. For each new kvCORE lead that passes your filter, fynk sends the agreement to the lead for signature.
Note: Filter on the lead type so only buyers get the agreement.
- When this happens...New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
- 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.
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More things you can do with these apps
Discover other triggers and actions you can use with kvCORE, Filter by Zapier, and more
- Campaign Zap IDRequired
Try ItTriggerInstant- First Name
- Lead Type
- Last Name
- Email
- Cell Phone 1
- Cell Phone 2
- Lead Status
- Form or Capture Method
- Source
- Secondary Source
- Date Registered
- Interested in City
- Interested in Price
- Interested in MLS#
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Assign to Agent Email
- Note
- Assign to Agent ID
- Tags (Multiple)
ActionWrite- Only continue if...Required
ActionFilter- Document UUIDRequired
Try ItTriggerPolling
- New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Try ItTriggerInstant - Email
- First Name
- Last Name
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Note
- Logged Call Type
- Logged Call Resoluton
- Logged Call Note
ActionWrite- New Document
Triggers when a new document is created.
Try ItTriggerPolling - New Signed Document
Triggers when a document is signed.
Try ItTriggerPolling
Related categories
Similar apps
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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