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  • Slack logoSlack logo
  • Salesforce logoSalesforce logo
  • fynk logofynk logo
  • Slack logoSlack logo
  • Salesforce logoSalesforce logo

fynk + Slack + Salesforce

fynk + Slack + Salesforce

File newly signed fynk contracts on Salesforce records and send Slack channel messages

Signed contracts belong on the account, not in someone's inbox. When a new fynk document is signed, this Zap gets the signed PDF, attaches it to the Salesforce record you pick, updates the record (ex: the stage or contract date), and posts a note in Slack. Your CRM stays the single source of truth for every deal.

  1. When this happens...
    New Signed Document
    New Signed Document
    New Signed DocumentTriggers when a document is signed.
  2. automatically do this...
    Find Document Download URL
    Find Document Download URL
    Find Document Download URLFind the download URL of the latest revision of the document.
  3. then do this...
    Add File to Record
    Add File to Record
    Add File to RecordAdds an existing file to an existing Record.
  4. then do this...
    Update Record
    Update Record
    Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
  5. then do this!
    Send Channel Message
    Send Channel Message
    Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
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More things you can do with these apps

Discover other triggers and actions you can use with fynk, Salesforce, and more

  • fynk triggers, actions, and search
    New Document

    Triggers when a new document is created.

    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
    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
fynk logo
About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
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slack logo
About Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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salesforce logo
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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