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fynk + Tally

fynk + Tally

Save new Tally submissions as PDF documents in fynk

Forms such as consents, onboarding questionnaires or order forms are part of your contract records, but they stay buried in Tally. With this Zap, every new Tally submission is automatically saved to fynk as a PDF document named after the form. Pick the form during setup. Every submission sits next to your contracts, where you can tag it, search it and set reminders.

  1. When this happens...
    New Submission
    New Submission
    New SubmissionTriggers when a new form submission is received.
  2. automatically do this!
    Create Document From PDF
    Create Document From PDF
    Create Document From PDFCreate a new document in fynk from a PDF file.
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More things you can do with Tally and fynk

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

    • Select a form
      Required
    Trigger
    Instant
    Try It
    • Document UUID
      Required
    Trigger
    Polling
    Try It
  • fynk triggers, actions, and search
    New Template

    Triggers when a new template is created.

    Trigger
    Polling
    Try It
    • PDF File
      Required
    • File Name
    • Document Name
    • Initial Stage
    • Template
    • Team
    • Tags
    • Owner Emails
    • AI Analysis
    Action
    Write
    • 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
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About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
Related categories
tally logo
About Tally
The simplest way to create beautiful forms and surveys, for free.
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