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FYI + GoProposal

FYI + GoProposal integrations

Create or update FYI clients automatically when new proposals are created in GoProposal

Create a streamlined workflow between GoProposal and FYI with this automation. When a new proposal is generated in GoProposal, this workflow will immediately create or update the client details in FYI. This ensures your client information is always up-to-date, saving you time and reducing the risk of errors. Perfect for businesses looking to improve efficiency and communication within their team.

When this happens...
New Proposal CreatedTriggers when any proposal (live or draft) is created in GoProposal.
TriggerInstant
automatically do this!
Create or Update ClientCreate or Update a Client in FYI.
ActionWrite

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More things you can do with GoProposal and FYI

Discover other triggers and actions you can use with GoProposal and FYI

AML Check Ready
Triggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.
Trigger
Instant
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Contact Deleted
Triggers when a contact is deleted in GoProposal.
Trigger
Instant
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New Draft Proposal Created
Triggers when a draft proposal is created in GoProposal.
Trigger
Instant
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New Live Proposal Sent
Triggers when a live proposal is sent to a client in GoProposal.
Trigger
Instant
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Proposal Deleted
Triggers when a proposal is deleted in GoProposal.
Trigger
Instant
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Proposal Made Live and Sent
Triggers when a proposal is made live and sent to a client in GoProposal.
Trigger
Instant
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Proposal Resent
Triggers when a proposal is resent to a client in GoProposal.
Trigger
Instant
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Proposal Superseded
Triggers when a proposal is superseded by a new version in GoProposal.
Trigger
Instant
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- 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
- Create group if it doesn’t exist yet
  Required
- New Name
  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
  Required
- Due Date
  Required
- Create task if it doesn’t exist yet
  Required
- Client Email
- Client Name
- Task Code
- Assignee Email
- Delegator Email
- Message
Action
Write
- Client
- Find across group
- Type
- Job Number
- Name
Action
Search

New Contact Created
Triggers when a new contact is created in GoProposal.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated in GoProposal.
Trigger
Instant
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Follow-Up Date Reminder
Triggers when a follow-up date reminder fires for a proposal in GoProposal.
Trigger
Instant
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New Proposal Created
Triggers when any proposal (live or draft) is created in GoProposal.
Trigger
Instant
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Proposal Lost
Triggers when a proposal is marked as lost in GoProposal.
Trigger
Instant
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Proposal Manually Marked as Won
Triggers when a proposal is manually marked as won in GoProposal.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client in GoProposal.
Trigger
Instant
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Proposal Won
Triggers when a proposal is won (Letter of Engagement signed) in GoProposal.
Trigger
Instant
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- Name
  Required
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- File
  Required
Action
Write
- Name
- Create job if it doesn’t exist yet
  Required
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write
- Name
  Required
- HTML
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Name
- Email
- FYI Client ID
- Client Code
- Export Code
Action
Search

About FYI

FYI is a document management service for professionals

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Related categories

Accounting

About GoProposal

GoProposal enables accountants to price consistently & eliminate scope creep.

HelpHelp

Related categories

Proposal & Invoice Management