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fynk + Salesforce + Filter by Zapier

Send fynk contracts for signing when new Salesforce approval fields change

Deal desks approve discounts and terms on the Salesforce opportunity, but the contract still waits for someone to send it. With this Zap in place, though, setting the approval field you choose to Approved automatically moves the linked fynk document to signing. Approved deals reach the customer for signature right away.

Note: Choose the Opportunity object, filter on the approval value, and keep the fynk document ID in a field on the opportunity.

When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Move Document to Signing StageMove the status of a document to signing stage.
ActionWrite

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- Salesforce Object
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Creates a new contact.
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- Salesforce Object
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- Salesforce Object
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Triggers when a new template is created.
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- PDF File
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Triggers when a new outbound message is received in Salesforce.
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- Parent Object
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- Contact to Update
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New Document
Triggers when a new document is created.
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New Signed Document
Triggers when a document is signed.
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- Document UUID
  Required
- Party UUID
  Required
- Email
  Required
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Action
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- Document Name
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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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Documents

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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Related categories

CRM (Customer Relationship Management)

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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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fynk + Salesforce + Filter by Zapier

fynk + Salesforce + Filter by Zapier

Send fynk contracts for signing when new Salesforce approval fields change

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