Connect FYI and Content Snare to automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
Create your first workflow
Quickly automate workflows with FYI and Content Snare using Zapier's templates.
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How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
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Choose a Trigger
Start here
Start here
Choose an Action
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.
- 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
- NameRequired
- Create client if it doesn’t exist yetRequired
- NameRequired
- Web LinkRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- SubjectRequired
- Start Date
- Due Date
- Create client if it doesn’t exist yetRequired
- Client Email
- Client Name
- Export Code
- Assignee Email
- Delegator Email
- Message
- NameRequired
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- FileRequired
- NameRequired
- Create client if it doesn’t exist yetRequired
- Client Email
- Client Name
- Export Code
- Partner Email
- Manager Email
- Start Date
- Due Date
- NameRequired
- Web LinkRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- All Fields Completed
Triggers when all fields are completed.
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