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fynk + OwnerRez + Filter by Zapier

Tag OwnerRez bookings when new fynk rental agreements are signed

Front desk teams like to see at a glance which guests have signed before arrival, but that status lives in another tool. Bridge the gap with this integration. Once a rental agreement is signed in fynk, the matching booking in OwnerRez automatically gets a tag such as Agreement signed. Staff can check signing status right on the booking.

Note: Filter for rental agreements and store the OwnerRez booking ID as a fynk metadata value so the right booking is tagged.

When this happens...
New Signed DocumentTriggers when a document is signed.
TriggerPolling
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Find Document Metadata ValuesFinds all metadata values of a document.
ActionSearch
then do this!
Add TagAdd a tag to a record.
ActionWrite

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

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
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
Booking Created
Triggers when a new booking is created or blocked-off is added.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
- Cleaning Date
Action
Write
- Field Definition ID
  Required
Action
Write
- Record Type
- Tag
  Required
Action
Write
Guest Lookup
Finds a guest by ID.
Action
Search

- 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
- Only continue if...
  Required
Action
Filter
Booking Updated
Triggers when a booking is changed.
Trigger
Instant
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Contact Updated
Triggers when a contact's information changes.
Trigger
Instant
Try It
- Field Definition ID
  Required
- Value
  Required
Action
Write
- Record Type
  Required
- Tag
  Required
Action
Write
Booking Lookup
Finds a booking by ID.
Action
Search
Property Lookup
Finds a property by ID.
Action
Search

About fynk

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

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Related categories

Documents

About OwnerRez

OwnerRez is internationally recognized as a leader in the vacation rental industry for channel management, CRM, PM, accounting, messaging and websites.

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Related categories

Scheduling & Booking

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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Related categories

Developer Tools

Zapier

Related Zap Templates

Create fynk rental agreements for new OwnerRez bookings

Related Zap Templates

Create fynk rental agreements for new OwnerRez bookings