Email by Zapier + FYI

Email by Zapier + FYI integrations

Create documents in FYI from new inbound emails in Email by Zapier

When you receive a new email in your inbox, this workflow will create a document in FYI instantly. It transforms information from incoming emails into structured documents, saving you the time and effort of manual data entry. Increase your productivity by letting this automation between Email by Zapier and FYI efficiently manage your documents.

When this happens...
New Inbound EmailTriggers when an email is forwarded to your own custom zapiermail.com address.
TriggerInstant
automatically do this!
Create DocumentCreate a Document.
ActionWrite

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More things you can do with Email by Zapier and FYI

Discover other triggers and actions you can use with Email by Zapier and FYI

- Account_wide_copy
- Email address type
Trigger
Instant
Try It
- Zap_id
- Free_test_limitation
- To
  Required
- Subject
  Required
- Body (HTML or Plain)
  Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
Action
Write
- 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

- Setup Directions
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

About Email by Zapier

Send and receive email via a custom Zapier email address at "zapiermail.com". This is great for triggering off of emails and sending custom emails. (Max of 10 email sends per hour.) Have direct access to your own email servers? Check out our IMAP and SMTP services!

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Related categories

Zapier

About FYI

FYI is a document management service for professionals

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Related categories

Accounting