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fynk + Outreach + Filter by Zapier

Create fynk contracts when new Outreach opportunities reach a closing stage

Reps lose momentum when the contract only gets drafted after the verbal yes. Once a new opportunity in Outreach moves to the stage you pick, fynk creates the contract from your template with the account details. The paperwork is ready while the buyer is still engaged.

Note: Filter on the opportunity stage so only deals ready for a contract continue.

When this happens...
Updated OpportunityTriggers when an opportunity is updated.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create Document From TemplateCreate a new document from an existing template.
ActionWrite

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

- Sequence ID
  Required
Trigger
Polling
Try It
New Call
Triggers when a new call is logged.
Trigger
Instant
Try It
New Prospect
Triggers when a new prospect is created.
Trigger
Instant
Try It
Updated Account
Triggers when an account is updated.
Trigger
Instant
Try It
Updated Opportunity
Triggers when an opportunity is updated.
Trigger
Instant
Try It

Updated Task
Triggers when a task is updated.
Trigger
Instant
Try It
- First Name
- Last Name
- Email Addresses
- Account ID
- Opportunity IDs
- Stage ID
- Persona ID
- Owner ID
- Tags
- Personal Info - Middle Name
- Personal Info - Nickname
- Personal Info - Gender
- Personal Info - Date of Birth
- Phone Numbers - Home
- Phone Number - Mobile
- Phone Numbers - Work
- Phone Numbers - VoIP
- Phone Numbers - Other
- Job Details - Title
- Job Details - Occupation
- Job Details - Start Date
- Education - School
- Education - Degree
- Education - Graduation Date
- Location - Address 1
- Location - Address 2
- Location - City
- Location - State
- Location - ZIP
- Location - Country
- Location - Region
- Location - Time Zone (IANA)
- Links - Website 1
- Links - Website 2
- Links - Website 3
- Links - LinkedIn URL
- Links - Twitter URL
- Links - GitHub URL
- Links - Facebook URL
- Links - Google+ URL
- Links - StackOverflow URL
- Other Info - Source
- Other Info - On Market
- Other Info - Lead Score
- Other Info - Campaign Name
- Personal Note 1
- Personal Note 2
- Company
- CustomFieldHelpText
Action
Write

- Sequence Name to Search For
- Sequence ID
Action
Search
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 Account
Triggers when a new account is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Updated Call
Triggers when a call is updated.
Trigger
Instant
Try It
Updated Prospect
Triggers when a prospect is updated.
Trigger
Instant
Try It
- Sequence ID
  Required
- Prospect ID
  Required
- Mailbox ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Only continue if...
  Required
Action
Filter
- 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

About fynk

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

HelpHelp

Related categories

Documents

About Outreach

Outreach is a single platform that unlocks seller productivity to help sales teams efficiently create and close more pipeline.

Learn moreLearn moreHelpHelp

Related categories

Sales & CRM

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.

Learn moreLearn moreHelpHelp

Related categories

Developer Tools

Zapier