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fynk + Workiz + Filter by Zapier
fynk + Workiz + Filter by Zapier
fynk + Workiz integrations
Send fynk service agreements for signing when new Workiz leads change status
A lead who agrees to a price over the phone still has to sign before the job goes on the calendar. Streamline that workflow by activating this integration. Once you do, moving a lead in Workiz to the status you choose automatically creates a service agreement in fynk and sends it to the lead's email for signature. Jobs get booked on signed terms, without chasing paperwork.
Note: Filter on the new status, for example Approved.
- When this happens...Lead Status ChangeTriggers when a lead status is changed
- 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.
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More things you can do with these apps
Discover other triggers and actions you can use with Workiz, Filter by Zapier, and more
- Job Is Done
Triggers when a job is completed and status has changed to Done
Try ItTriggerPolling - Lead Status Change
Triggers when a lead status is changed
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone Number
- Address
- City
- State
- PostalCode
- Lead start time
- Email address
- Lead source
- Description
- Company
ActionWrite
- Job Status Change
Triggers when a job status is changed
Try ItTriggerPolling - New Job
Triggers when a new job is created.
Try ItTriggerPolling - First NameRequired
- Last name
- Phone
- AddressRequired
- CityRequired
- State
- PostalCodeRequired
- Jobs start timeRequired
- Job TypeRequired
- Service Area
- Email address
- Job source
- JobNotes
- Company
- Phone Ext
- Second Phone
- Second Phone Ext
- Unit
- Job End Date Time
- Client Id
ActionWrite- Only continue if...Required
ActionFilter
About Workiz
Workiz makes it easier than ever for service business owners to run their business, save time, make their team more efficient and their business more profitable.
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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.
Related categories