Crelate + fynk + Filter by Zapier
Crelate + fynk + Filter by Zapier
Send fynk candidate registration agreements for signing to new Crelate contacts
Agencies need a candidate's consent before sharing their profile with clients, and collecting it by email is slow. Set up this integration so that each new candidate contact in Crelate automatically gets a registration agreement from fynk, sent to them for signature. Consent is on record early, so profiles can go to clients without delay.
Note: Filter on the contact type so client contacts are left out.
- When this happens...New ContactTriggers when a contact is created.
- automatically do this...Only continue if...Set up rules to specify when this Zap can continue running.
- then do this...Create Document From TemplateCreate a new document from an existing template.
- then do this...Add Signatory to DocumentAdds a signatory to a party of a document.
- then do this!Move Document to Signing StageMove the status of a document to signing stage.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with these apps
Discover other triggers and actions you can use with Crelate, Filter by Zapier, and more
- New Company
Triggers when a company is created.
Try ItTriggerInstant - New Contact
Triggers when a contact is created.
Try ItTriggerInstant - New Job
Triggers when a job is created.
Try ItTriggerInstant - NameRequired
- External ID
- Description
- Company Type
- Parent Company
- Billing Contact
- Street Address
- City
- State
- Zip Code
- Main Phone
- Fax
- Sales Email
- Sales Phone
- Support Email
- Support Phone
- Other Email
- Skype Phone
- Website
- Blog
- LinkedIn
- Facebook
ActionWrite
- Updated Company
Triggers when a company's details are updated. Does not trigger on new activities.
Try ItTriggerInstant - Updated Contact
Triggers when a contact's details are updated. Does not trigger on new activities.
Try ItTriggerInstant - Updated Job
Triggers when a job's details are updated. Does not trigger on new activities.
Try ItTriggerInstant - First NameRequired
- Middle Name
- Last Name
- Salutation
- External Id
- Current Position Title
- Current Company
- Street Address
- City
- State
- Zip Code
- Mobile Phone
- Work Phone
- Personal Email Address
- Work Email Address
- Other Email Address
- Personal Website Url
- Business Url
- Blog Url
- Facebook Url
- LinkedIn Url
- Birthday
- Anniversary Date
- Salary
ActionWrite