Connect Cleft and FYI to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Cleft with FYI - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Comment Added" from Cleft.

Add your action

An action happens after the trigger—such as "Create or Update Client" in FYI.

You’re connected!

Zapier seamlessly connects Cleft and FYI, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Comment Added
Triggers when a comment or reply is created.
Trigger
Instant
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Note Published
Triggers when a note is published (its public link is turned on).
Trigger
Instant
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Tags Updated
Triggers when tags are added to or removed from a note.
Trigger
Instant
Try It
- Create client if it doesn’t exist yet
  Required
- Export to xero if connected
  Required
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
Action
Write
- Create group if it doesn’t exist yet
  Required
- New Name
  Required
Action
Write

- Name
  Required
- Web Link
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Subject
  Required
- Start Date
  Required
- Due Date
  Required
- Create task if it doesn’t exist yet
  Required
- Client Email
- Client Name
- Task Code
- Assignee Email
- Delegator Email
- Message
Action
Write

- Client
- Find across group
- Type
- Job Number
- Name
Action
Search

Note Created
Triggers when a note is created.
Trigger
Instant
Try It
Note Unpublished
Triggers when a note is unpublished (its public link is turned off).
Trigger
Instant
Try It
Note Updated
Triggers when a note is updated.
Trigger
Instant
Try It
- Name
  Required
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- File
  Required
Action
Write
- Name
- Create job if it doesn’t exist yet
  Required
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write
- Name
  Required
- HTML
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Name
- Email
- FYI Client ID
- Client Code
- Export Code
Action
Search

For AI agents & developers

Use Cleft and FYI with AI agents and code

Beyond Zap workflows. Call Cleft and FYI actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Cleft and FYI actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create or Update Client

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Cleft and FYI actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* cleft / fyi action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Cleft and FYI to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Cleft to FYI integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Cleft

Cleft lets you record, transcribe, and summarize voice memos with AI generated notes.

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Related categories

Notes

About FYI

FYI is a document management service for professionals

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