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FYI Integrations

Accounting

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Integrate Ignition with FYIIntegrate Ignition with FYI

Ignition

Proposal & Invoice Management
Integrate Gravity Forms with FYIIntegrate Gravity Forms with FYI

Gravity Forms

Forms & Surveys, WordPress
Integrate ActiveCampaign with FYIIntegrate ActiveCampaign with FYI

ActiveCampaign

Marketing Automation
Integrate Smartsheet with FYIIntegrate Smartsheet with FYI

Smartsheet

Spreadsheets
Integrate Content Snare with FYIIntegrate Content Snare with FYI

Content Snare

Forms & Surveys
Integrate HubSpot with FYIIntegrate HubSpot with FYI

HubSpot

Marketing Automation
Integrate Cognito Forms with FYIIntegrate Cognito Forms with FYI

Cognito Forms

Forms & Surveys
Integrate Typeform with FYIIntegrate Typeform with FYI

Typeform

Forms & Surveys
Integrate Jotform with FYIIntegrate Jotform with FYI

Jotform

Forms & Surveys
Integrate Ignition with FYIIntegrate Ignition with FYI

Ignition

Proposal & Invoice Management
Integrate Gravity Forms with FYIIntegrate Gravity Forms with FYI

Gravity Forms

Forms & Surveys, WordPress
Integrate ActiveCampaign with FYIIntegrate ActiveCampaign with FYI

ActiveCampaign

Marketing Automation
Integrate Smartsheet with FYIIntegrate Smartsheet with FYI

Smartsheet

Spreadsheets
Integrate Content Snare with FYIIntegrate Content Snare with FYI

Content Snare

Forms & Surveys
Integrate HubSpot with FYIIntegrate HubSpot with FYI

HubSpot

Marketing Automation
Integrate Ignition with FYIIntegrate Ignition with FYI

Ignition

Proposal & Invoice Management
Integrate Gravity Forms with FYIIntegrate Gravity Forms with FYI

Gravity Forms

Forms & Surveys, WordPress
Integrate ActiveCampaign with FYIIntegrate ActiveCampaign with FYI

ActiveCampaign

Marketing Automation
Integrate Smartsheet with FYIIntegrate Smartsheet with FYI

Smartsheet

Spreadsheets
Integrate Content Snare with FYIIntegrate Content Snare with FYI

Content Snare

Forms & Surveys
Integrate HubSpot with FYIIntegrate HubSpot with FYI

HubSpot

Marketing Automation
Integrate Cognito Forms with FYIIntegrate Cognito Forms with FYI

Cognito Forms

Forms & Surveys
Integrate Typeform with FYIIntegrate Typeform with FYI

Typeform

Forms & Surveys
Integrate Jotform with FYIIntegrate Jotform with FYI

Jotform

Forms & Surveys

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Quickly automate FYI integrations with Zapier's templates

  • Create web links in FYI for new accepted proposals in Ignition

    Details
    • Ignition logo
    • FYI logo
    Ignition + FYI
  • Publish new requests in Content Snare and create web links in FYI

    • Content Snare logo
    • FYI logo
    Content Snare + FYI
  • Add new HubSpot contacts to FYI

    • HubSpot logo
    • FYI logo
    HubSpot + FYI
  • Create file notes in FYI from new Zoom registrants

    • Zoom logo
    • FYI logo
    Zoom + FYI
  • Create or update FYI tasks when Microsoft Outlook calendar events start

    • Microsoft Outlook logo
    • FYI logo
    Microsoft Outlook + FYI
  • Create FYI file notes for new Calendly invitees

    • Calendly logo
    • FYI logo
    Calendly + FYI

Create web links in FYI for new accepted proposals in Ignition

Try it
  • Ignition logo
  • FYI logo
Ignition + FYI

Publish new requests in Content Snare and create web links in FYI

  • Content Snare logo
  • FYI logo
Content Snare + FYI

Add new HubSpot contacts to FYI

  • HubSpot logo
  • FYI logo
HubSpot + FYI

Create file notes in FYI from new Zoom registrants

  • Zoom logo
  • FYI logo
Zoom + FYI

Create or update FYI tasks when Microsoft Outlook calendar events start

  • Microsoft Outlook logo
  • FYI logo
Microsoft Outlook + FYI

Create FYI file notes for new Calendly invitees

  • Calendly logo
  • FYI logo
Calendly + FYI

Supported triggers and actions

What does this mean?
    • NameRequired

    • Client EmailRequired

    • Create client if it doesn’t exist yetRequired

    • Export to xero if connectedRequired

    • Export Code

    • Group Name

    • Phone Number

    • Mobile Number

    • Partner Email

    • Manager Email

    Action
    Write
    • NameRequired

    • Create group if it doesn’t exist yetRequired

    Action
    Write
  • Action
    Write
    • SubjectRequired

    • Start DateRequired

    • Due DateRequired

    • Create task if it doesn’t exist yetRequired

    • Client Email

    • Client Name

    • Task Code

    • Assignee Email

    • Delegator Email

    • Message

    Action
    Write
    • NameRequired

    • Client Email

    • User Email

    • Client Code

    • Export Code

    • XPM ID

    • FileRequired

    Action
    Write
    • NameRequired

    • Create job if it doesn’t exist yetRequired

    • Client Email

    • Client Name

    • Job Code

    • Partner Email

    • Manager Email

    • Start Date

    • Due Date

    Action
    Write
    • NameRequired

    • HTMLRequired

    • Source

    • Client Email

    • User Email

    • Client Code

    • Export Code

    • XPM ID

    Action
    Write
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About FYI

FYI is a document management service for professionals

Related categories

  • Accounting