Loading

FYI Integrations

Beta
Accounting

Do more with FYI

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.

Connect FYI to 4000+ apps
FYI logo
FYI logo
Or pick an app to pair witharrow pointing down
Integrate HubSpot with FYI

HubSpot

Marketing Automation
Integrate WPForms with FYI

WPForms

Forms & Surveys, WordPress
Integrate Practice Ignition with FYI

Practice Ignition

Proposal & Invoice Management
Integrate OneDrive with FYI

OneDrive

File Management & Storage, Microsoft
Integrate Zoom with FYI

Zoom

Video Conferencing
Integrate Microsoft Excel with FYI

Microsoft Excel

Microsoft, Spreadsheets
Integrate ClickUp with FYI

ClickUp

Project Management
Integrate Zendesk with FYI

Zendesk

Customer Support, Premium
Integrate Xero with FYI

Xero

Accounting, Premium
Integrate DocuSign with FYI

DocuSign

Signatures
Integrate Notud with FYI

Notud

Notes
Integrate Nanonets OCR with FYI

Nanonets OCR

Beta, Developer Tools
Integrate Trello with FYI

Trello

Project Management
Integrate Calendly with FYI

Calendly

Scheduling & Booking
Integrate Google Forms with FYI

Google Forms

Forms & Surveys, Google
Integrate Microsoft Outlook with FYI

Microsoft Outlook

Email, Microsoft
Integrate Jotform with FYI

Jotform

Forms & Surveys
Integrate Front with FYI

Front

Email

Popular ways to use FYI workflows

  • Add new HubSpot contacts to FYI

    • HubSpot logo
    • FYI logo
    HubSpot + FYI
    More details
    1. When this happens

      Step 1: New Contact

    2. Then do this

      Step 2: Create or Update Client

    Add new HubSpot contacts to 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
    More details
    1. When this happens

      Step 1: New Registrant

    2. Then do this

      Step 2: Create File Note

Supported triggers and actions

What does this mean?
  • FYI triggers, actions, and search
    Create or Update Client
    Create or Update a Client in FYI.
    Action
    Write
  • FYI triggers, actions, and search
    Create Document
    Create a Document.
    Action
    Write
  • FYI triggers, actions, and search
    Create or Update Client Group
    Create or Update a Group for Clients in FYI.
    Action
    Write
  • FYI triggers, actions, and search
    Create or Update Job
    Create or Update a Job in FYI.
    Action
    Write
  • FYI triggers, actions, and search
    Create Web Link
    Create a Web Link.
    Action
    Write
  • FYI triggers, actions, and search
    Create File Note
    Create a File Note.
    Action
    Write
  • FYI triggers, actions, and search
    Create or Update Task
    Create or Update a Task in FYI.
    Action
    Write
fyi logo
fyi logo
fyi logo

About FYI

FYI is a document management service for professionals

Related categories

  • Accounting

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’sTerms of Service