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FYI Integrations

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Quickly automate FYI integrations with Zapier's templates

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

    • Content Snare logo
    • FYI logo
    Content Snare + FYI
  • Create web links in FYI when proposals move to awaiting acceptance in Ignition

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

    • Ignition logo
    • FYI logo
    Ignition + FYI
  • Create file notes in FYI from new section notes in OneNote

    • OneNote logo
    • FYI logo
    OneNote + FYI
  • Create or update FYI clients from new Jotform submissions

    • Jotform logo
    • FYI logo
    Jotform + FYI
  • Add new HubSpot contacts to FYI

    • HubSpot logo
    • FYI logo
    HubSpot + FYI

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

  • Content Snare logo
  • FYI logo
Content Snare + FYI

Create web links in FYI when proposals move to awaiting acceptance in Ignition

  • Ignition logo
  • FYI logo
Ignition + FYI

Create web links in FYI for new accepted proposals in Ignition

  • Ignition logo
  • FYI logo
Ignition + FYI

Create file notes in FYI from new section notes in OneNote

  • OneNote logo
  • FYI logo
OneNote + FYI

Create or update FYI clients from new Jotform submissions

  • Jotform logo
  • FYI logo
Jotform + FYI

Add new HubSpot contacts to FYI

  • HubSpot logo
  • FYI logo
HubSpot + FYI

Supported triggers and actions

    • 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
    • Name

    • Create job if it doesn’t exist yetRequired

    • Job Type

    • Description

    • 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

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