File and Document Management
Fynk by Maxmel Tech
21 min
fynk is a contract management software for european businesses, providing tools for drafting, signing, analytics, collaboration, and compliance integrating with make com enables automated contract workflows and seamless data exchange with other business applications this is ai generated content based on official fynk documentation the content may still contain errors—please verify important information if you have questions, contact fynk directly how to get support on fynk fynk is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=fynk\&app slug=fynk community\&app unique id=fynk btypeo requirements to use the fynk app in make, you must have an active account, create your account on fynk app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect fynk and {{product name}} to get started, you must first create a connection between fynk and {{product name}} , allowing the two services to communicate you can connect using the following method api key (bearer token) api key (bearer token) instructions you need to create an api token in your fynk account log in to your fynk account navigate to settings go to integrations select the api section create a new api token assign a specific role and set an optional expiration date for the api token retrieve and securely store the generated api token some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=fynk\&app slug=fynk community\&app unique id=fynk btypeo create the connection in {{product name}} log in in your make account , add the fynk module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your fynk or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page fynk modules after connecting to the fynk app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a document metadata value adds a specific metadata value to a document, allowing you to store additional information or details about the document for easier organization and retrieval add a document party creates and adds a new party (such as a person or organization) to a document, allowing you to specify details about the party involved add a document signatory adds a new person as a signatory to a document, allowing them to review and sign it create a document from a template generates a brand new document by using a selected template as the starting point create a document from an uploaded pdf creates a brand new document by converting and importing the content from an uploaded pdf file delete a document metadata removes a specific metadata value from a document, helping you keep your document information organized and up to date delete a document signatory removes a specific signatory from a document, ensuring that the selected person no longer has signing access to that document download a document retrieves and downloads the most recent version of a specific document, ensuring you always have access to the latest updates get a document fetches and returns the details of a specific document that you select list document metadata values fetches and displays a list of metadata details for your documents, giving you an overview of key information about each one list document parties fetches and displays a list of all parties associated with a specific document, helping you see who is involved in that document list document signatories fetches and displays a detailed list of all individuals who are designated to sign a specific document make an api call allows you to make a custom, authorized api request to the connected service, enabling you to access features or data not covered by the standard modules move a document to a review stage moves a document into the review stage, allowing your team to begin the review process and provide feedback or approval move a document to a signing stage moves a document forward to the signing stage, allowing designated recipients to review and sign the document as part of your workflow search documents searches your account to find and retrieve specific documents based on your chosen criteria update a document updates a specific document with new or modified information update a document dynamic field updates the value of a specific dynamic field within a document update a document party updates the details of a specific party associated with a document, such as their contact information or role update a document signatory updates the details of a document signatory, allowing you to modify information such as their name, email address, or signing role upload a pdf document uploads a pdf document file to your chosen destination, allowing you to easily store or share pdf files as part of your workflow watch documents this module activates whenever a new document is created or an existing document is updated, allowing you to automatically respond to changes or additions in your document collection templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} fynk resources you can have access to more resources related to this app on the following links fynk website fynk documentation fynk api documentation fynk page on make