FYI Integrations

Name: Zapier
Availability: InStock

Do more with FYI integrations

Zapier lets you connect FYI with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Gravity Forms

Forms & Surveys, WordPress

Smartsheet

Spreadsheets

Ignition

Proposal & Invoice Management

Microsoft Outlook

Calendar, Email, Microsoft

Calendly

Scheduling & Booking

ActiveCampaign

Marketing Automation

OneDrive

File Management & Storage, Microsoft

Zendesk

Customer Support

Jotform

Forms & Surveys

Gravity Forms

Forms & Surveys, WordPress

Smartsheet

Spreadsheets

Ignition

Proposal & Invoice Management

Microsoft Outlook

Calendar, Email, Microsoft

Calendly

Scheduling & Booking

ActiveCampaign

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

Smartsheet

Spreadsheets

Ignition

Proposal & Invoice Management

Microsoft Outlook

Calendar, Email, Microsoft

Calendly

Scheduling & Booking

ActiveCampaign

Marketing Automation

OneDrive

File Management & Storage, Microsoft

Zendesk

Customer Support

Jotform

Forms & Surveys

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate FYI integrations with Zapier's templates

Create web links in FYI for new accepted proposals in Ignition
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Ignition + FYI
Create or update FYI clients from new Jotform submissions
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Jotform + FYI
Publish new requests in Content Snare and create web links in FYI
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Content Snare + FYI
Create new documents in FYI when proposals are accepted in Ignition
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Ignition + FYI
Create web links in FYI when proposals move to awaiting acceptance in Ignition
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Ignition + FYI
Create file notes in FYI from new section notes in OneNote
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OneNote + FYI

Create web links in FYI for new accepted proposals in Ignition

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Ignition + FYI

Create or update FYI clients from new Jotform submissions

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Jotform + FYI

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

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Content Snare + FYI

Create new documents in FYI when proposals are accepted in Ignition

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Ignition + FYI

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

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Ignition + FYI

Create file notes in FYI from new section notes in OneNote

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OneNote + FYI

Add new HubSpot contacts to FYI

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HubSpot + FYI

Create file notes in FYI from new Zoom registrants

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Zoom + FYI

Create or update FYI tasks when Microsoft Outlook calendar events start

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Microsoft Outlook + FYI

Create FYI file notes for new Calendly invitees

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Calendly + FYI

Create or update FYI tasks from new Tally submissions

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Tally + FYI

Create or update FYI tasks from new Leadpages form submissions

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Leadpages + FYI

Add new HubSpot contacts to FYI
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HubSpot + FYI
Create file notes in FYI from new Zoom registrants
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Zoom + FYI
Create or update FYI tasks when Microsoft Outlook calendar events start
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Microsoft Outlook + FYI
Create FYI file notes for new Calendly invitees
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Calendly + FYI
Create or update FYI tasks from new Tally submissions
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Tally + FYI
Create or update FYI tasks from new Leadpages form submissions
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Leadpages + FYI

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.

- 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
- Name
  Required
- Create client if it doesn’t exist yet
  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
- Due Date
- Create client if it doesn’t exist yet
  Required
- Client Email
- Client Name
- Job Code
- Assignee Email
- Delegator Email
- Message
Action
Write

- Name
  Required
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- File
  Required
Action
Write
- Name
  Required
- Create client if it doesn’t exist yet
  Required
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write
- Name
  Required
- Web Link
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write

FYI Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About FYI

FYI is a document management service for professionals

HelpHelp

Related categories

Accounting

FYI Integrations

Do more with FYI integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate FYI integrations with Zapier's templates

Create web links in FYI for new accepted proposals in Ignition

Create or update FYI clients from new Jotform submissions

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

Create new documents in FYI when proposals are accepted in Ignition

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

Create file notes in FYI from new section notes in OneNote

Create web links in FYI for new accepted proposals in Ignition

Create or update FYI clients from new Jotform submissions

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

Create new documents in FYI when proposals are accepted in Ignition

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