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fynk + Pipedrive

fynk + Pipedrive

Move fynk documents to review when new Pipedrive deals change stage

Legal should see a contract when the deal is ready, not when a rep remembers to ask. Updating a deal to your review stage in Pipedrive moves the linked fynk document into review automatically.

Note: Add a filter for the stage that should start the review, and keep the fynk document ID in a deal field.

  1. When this happens...
    Updated Deal Stage
    Updated Deal Stage
    Updated Deal StageTriggers when a deal's stage is updated.
  2. automatically do this!
    Move Document to Review Stage
    Move Document to Review Stage
    Move Document to Review StageMove the status of a document to review stage.
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More things you can do with Pipedrive and fynk

Discover other triggers and actions you can use with Pipedrive and fynk

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
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About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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