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Freshservice + Freshservice + Filter by Zapier + fynk

Freshservice + Freshservice integrations

Create fynk vendor contracts for new Freshservice tickets and add notes to them

IT teams often take software purchase requests through the service desk, and the vendor contract is started much later. Streamline the workflow with this integration. Set it up so that new Freshservice tickets for vendor purchases automatically create a vendor contract in fynk and get a note saying the draft exists. Requests and contracts move together, and requesters can see the progress on the ticket.

Note: Filter on the ticket category so only purchase requests continue.

When this happens...
New TicketTriggers when there is a new ticket is created in Freshservice.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Create Document From TemplateCreate a new document from an existing template.
ActionWrite
then do this!
Add Notes to a TicketAdd Private or Public notes to a Freshservice Support Ticket.
ActionWrite

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New Ticket
Triggers when there is a new ticket is created in Freshservice.
Trigger
Instant
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Updated Ticket
Triggers when a Ticket is updated.
Trigger
Instant
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- Ticket No
  Required
- Notes
  Required
- Private
  Required
Action
Write
- First Name
  Required
- Last Name
- Job Title
- Primary Email
  Required
- Mobile Phone Number
- Work Phone Number
- Address
- Background Information
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

New Document
Triggers when a new document is created.
Trigger
Polling
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New Signed Document
Triggers when a document is signed.
Trigger
Polling
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- 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
Action
Write
- Document UUID
  Required
- Dynamic Field UUID
  Required
- Value
Action
Write
- Document UUID
  Required
Action
Search
- Document UUID
  Required
Action
Search
- Document UUID
  Required
- Dynamic Field
  Required
Action
Search
- Document UUID
  Required
Action
Search

New User
Triggers when a new User is created.
Trigger
Instant
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Update User
Triggers when a user is updated.
Trigger
Instant
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- Subject
  Required
- Description
  Required
- Ticket Status
  Required
- Type
- Email
  Required
- CC Emails
- Category
- Priority
- Urgency
- Impact
- Department
- Group
- Source
Action
Write
- Ticket
- Approval Type
  Required
- Approver
  Required
Action
Write
- Only continue if...
  Required
Action
Filter
- Document UUID
  Required
Trigger
Polling
Try It
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
- Tag Name
  Required
- Color
  Required
Action
Write
- Document UUID
  Required
- Signature Type
- Sequential Signing
  Required
- Message
Action
Write
- Document UUID
  Required
- Party UUID
  Required
- Reference
- Entity Type
- Entity Name
- Address
- Scope
Action
Write
- Document UUID
  Required
- Metadata Name
  Required
Action
Search
- Document UUID
  Required
Action
Search
- Document UUID
  Required
Action
Search

About Freshservice

Freshservice is an online, cloud-based IT Helpdesk which is ITIL ready.

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Related categories

Server Monitoring

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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Related categories

Developer Tools

Zapier

About fynk

fynk is an intelligent document management tool to create, organize and digitally sign legal documents.

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Related categories

Documents

Freshservice + Freshservice + Filter by Zapier + fynk

Freshservice + Freshservice + Filter by Zapier + fynk

Create fynk vendor contracts for new Freshservice tickets and add notes to them

More things you can do with these apps

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