Data & Docs ยท CONNECTIONCreate fynk contracts from templates, update their fields, metadata, parties and signatories, move them to review or done, and manage tags and metadata.
Explore 47 workflow actions for fynk, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Give a person access to a document with an access level. NodeHub adds them silently (invite_method none): no invitation email and no personal link.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Adds a metadata field to a document and optionally sets its value.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Adds a party to a document.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Archives a document, hiding it from the document lists in fynk.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Updates the value of one or more dynamic fields for a document.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Sets or removes the values of one or more metadata fields for a document in a single request.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a document from a template, always as a draft, with dynamic field values. Set parties afterwards with Update party.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Metadata Manager role.</small Creates a new account-level metadata field definition.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Tag Manager role.</small Creates a new tag in your account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallThis endpoint is available to any valid API token.</small Shows information about the current API token.
<smallRequires an API token with the Document Deleter role.</small Permanently deletes a document.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Metadata Manager role.</small Deletes an account-level metadata field definition.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Removes the value of a metadata field from a document.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Tag Manager role.</small Deletes a tag from your account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Creates a relationship between the document referred to by the URL and another document.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Reader role.</small Lists the comments that have been made on a document.
<smallRequires an API token with one of the following roles: Document Manager or Metadata Manager.</small Lists the document types available in your account, including fynk's system-provided types.
<smallRequires an API token with the Document Reader role.</small Lists a document's document users - everyone who has access to the document, each with their access level (role).
<smallRequires an API token with the Document Reader role.</small Lists a document's conditions and tells you which of them currently apply.
<smallRequires an API token with the Document Reader role.</small Lists a document's dynamic fields and their values.
<smallRequires an API token with the Document Reader role.</small Lists a document's associated metadata values.
<smallRequires an API token with the Document Reader role.</small Lists the documents available in your account.
<smallRequires an API token with the Document Reader role.</small Documents may be linked in various kinds of relationships.
<smallRequires an API token with one of the following roles: Document Reader, Document Manager, Template Reader, or Metadata Manager.</small Lists available metadata fields that help you enrich your.
<smallRequires an API token with the Document Reader role.</small Lists a document's parties.
<smallRequires an API token with the Document Reader role.</small Lists a document's signatories.
<smallRequires an API token with the Document Reader role.</small Lists all files in the file storage of the given document.
<smallRequires an API token with one of the following roles: Document Reader, Template Reader, or Tag Manager.</small Lists the tags defined for your account.
<smallRequires an API token with one of the following roles: Document Reader, Document Manager, or Template Reader.</small Lists the teams available in your account.
<smallRequires an API token with the Template Reader role.</small Lists the templates available in your account.
<smallRequires an API token with the Document Manager role.</small Moves a document to the 'done' stage in the document workflow, for documents that will not be signed through fynk.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Moves a document to the review stage in the document workflow.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Removes a document user from a document entirely, revoking their access.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Removes a signatory from a document.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Reader role.</small Returns a single comment on a document.
<smallRequires an API token with the Document Reader role.</small Shows details of a document along with any associated dynamic fields and metadata values.
<smallRequires an API token with one of the following roles: Template Reader or Template Manager.</small Shows details of a single global template.
<smallRequires an API token with the Template Reader role.</small Shows details of a single template.
<smallRequires an API token with the Document Manager role.</small Unarchives a previously archived document, making it show up in the document lists in fynk again.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Removes a relationship between documents.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Update a document's name, its signing settings and/or its document type.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Updates a document user's details and/or access level (role).
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Updates the value of a dynamic field for a document.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Metadata Manager role.</small Updates an account-level metadata field definition.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Updates the value of a metadata field for a document.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Document Manager role.</small Updates the details of a party on a document.
A repeated request may repeat the external action. Review the previous result before retrying a write.
<smallRequires an API token with the Tag Manager role.</small Updates the details of a tag in your account.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in fynk. A saved workflow is not a completed provider action.
