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FYI + Instapage

Create or update FYI tasks for new Instapage form submissions

Effortlessly manage your tasks with this seamless workflow between Instapage and FYI. When a new form submission is received in Instapage, this automation will create or update a task in the FYI app, ensuring your to-do list is always up-to-date. Stay organized and never miss an important task again.

Effortlessly manage your tasks with this seamless workflow between Instapage and FYI. When a new form submission is received in Instapage, this automation will create or update a task in the FYI app, ensuring your to-do list is always up-to-date. Stay organized and never miss an important task again.

  1. When this happens...
    InstapageInstapage
    Form Submission

    Triggers when a new form is submitted.

    TriggerInstant
  2. automatically do this!
    FYIFYI
    Create or Update Task

    Create or Update a Task in FYI.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • PageRequired

    • Help Text

    Trigger
    Instant
    Try It
    • NameRequired

    • Client Email

    • User Email

    • Client Code

    • Export Code

    • XPM ID

    • FileRequired

    Action
    Write
    • NameRequired

    • Create job if it doesn’t exist yetRequired

    • Client Email

    • Client Name

    • 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
    • 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
fyi logo
fyi logo

About FYI

FYI is a document management service for professionals

Related categories

  • Accounting
instapage logo
instapage logo

About Instapage

Instapage is the leader in post-click optimization and maximizes conversions for advertisers and marketers by enabling them to create, optimize, and personalize landing pages at scale.
Help

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