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fynk + GoCanvas

fynk + GoCanvas

fynk + GoCanvas integrations

Collect fynk customer sign-offs for new GoCanvas submissions

Field technicians finish a GoCanvas form on site, but the customer's sign-off often goes missing. Once this integration is active, each new submission automatically results in a sign-off document generated from your fynk template, with the customer named as signatory and the document out for signature. The customer can confirm the work even after the technician has left.

  1. When this happens...
    New Submission
    New Submission
    New SubmissionTriggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
  2. automatically do this...
    Create Document From Template
    Create Document From Template
    Create Document From TemplateCreate a new document from an existing template.
  3. then do this...
    Add Signatory to Document
    Add Signatory to Document
    Add Signatory to DocumentAdds a signatory to a party of a document.
  4. then do this!
    Move Document to Signing Stage
    Move Document to Signing Stage
    Move Document to Signing StageMove the status of a document to signing stage.
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More things you can do with GoCanvas and fynk

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

    • Trigger Mid Workflow
    • App Name
      Required
    Trigger
    Instant
    Try It
    • App Name
      Required
    • Item Description
    • Assign Item To
    • Schedule At
    Action
    Write
  • fynk triggers, actions, and search
    New Document

    Triggers when a new document is created.

    Trigger
    Polling
    Try It
    • App Name
      Required
    • Item Description
      Required
    Action
    Write
    • Reference Data ID
      Required
    Action
    Write
    • Document UUID
      Required
    Trigger
    Polling
    Try It
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About fynk
fynk is an intelligent document management tool to create, organize and digitally sign legal documents.
Related categories
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About GoCanvas
GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.
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Related Zap Templates

  • Create fynk documents from new GoCanvas submissions

 

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