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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.
- When this happens...Updated Deal StageTriggers when a deal's stage is updated.
- automatically do this!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 filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
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Related categories
Related Zap Templates
- Generate fynk documents for new Pipedrive deal status changes
- Update Pipedrive deals for new signed fynk documents
- Create and send fynk contracts for newly updated Pipedrive deal stages
- Mark Pipedrive deals as won, create Pipedrive activities, and send Slack messages when new fynk contracts are signed
- Attach newly signed fynk PDFs to Pipedrive deals with notes






