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fynk + Slack + Formatter by Zapier + Delay by Zapier

fynk + Slack + Formatter by Zapier + Delay by Zapier

Send Slack DMs before notice periods for newly signed fynk contracts

Auto-renewals are easy to miss. When a new fynk document is signed, this Zap reads the end date from its dynamic field, works out the reminder date with Formatter (e.g. 90 days before the end), waits until that day, and then messages the contract owner in Slack. You decide on every renewal in time, not after it has already rolled over.

Note: Set the field and the lead time during setup.

  1. When this happens...
    New Signed Document
    New Signed Document
    New Signed DocumentTriggers when a document is signed.
  2. automatically do this...
    Find Dynamic Fields
    Find Dynamic Fields
    Find Dynamic FieldsFinds all dynamic fields for the selected document.
  3. then do this...
    Date / Time
    Date / Time
    Date / TimeWork with dates and times to change formatting or add/subtract time (with line-item support).
  4. then do this...
    Delay Until
    Delay Until
    Delay UntilWaits to run your Actions until a date or time that you choose.
  5. then do this!
    Send Direct Message
    Send Direct Message
    Send Direct MessageSends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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More things you can do with these apps

Discover other triggers and actions you can use with fynk, Formatter by Zapier, 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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formatter logo
About Formatter by Zapier
Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Related categories
delay logo
About Delay by Zapier
Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.
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