FYI + Kommo

Create or update FYI tasks for new Kommo companies

Effortlessly manage your tasks with this handy workflow that connects Kommo and FYI. When a new company is added in Kommo, it will create or update a task in FYI, keeping your project list organized and up-to-date. Save time and stay focused on your priorities with this seamless automation.

When this happens...
New Company
Triggers when a new company is created.
TriggerInstant
automatically do this!
Create or Update Task
Create or Update a Task in FYI.
ActionWrite

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Supported triggers and actions

What does this mean?

New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
Task Deleted
Triggers when a task is deleted.
Trigger
Instant
Try It
Lead Status Changed
Triggers when lead status is changed.
Trigger
Instant
Try It
Contact Updated
Triggers when contact is updated.
Trigger
Instant
Try It

Task Updated
Triggers when task is updated.
Trigger
Instant
Try It
Update Company
Updates a company.
Action
Write

Update Contact
Updates a contact.
Action
Write
Create Lead With Contact
Creates a new lead with contact.
Action
Write
- Which Data Do You Want to Link?
- The Data ID You Want to Link
- What Do You Want to Link It To?
- The Data ID You Want to Link To
Action
Write
Update Note
Updates a note.
Action
Write
- Text of Task
Action
Write
- Query
- Element ID
Action
Search
- ID of Entity ItemRequired
Action
Search
- Deadline
- Element ID
- Element Type
Action
Search
- Query
- Element ID
Action
Search or write
- Element TypeRequired
- Element ID
- Text
- Creation Data
Action
Search or 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
- NameRequired
- Web LinkRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
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

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Lead Responsible User Changed
Triggers when lead responsible user is changed.
Trigger
Instant
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Company Updated
Triggers when company is updated.
Trigger
Instant
Try It
Lead Updated
Triggers when lead is updated.
Trigger
Instant
Try It
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Lead
Creates a new lead.
Action
Write
Update Lead
Updates a lead.
Action
Write
- Text
- Creation Data
Action
Write
- Text of Task
- Deadline
Action
Write
- Query
- Element ID
Action
Search
- Query
- Element ID
Action
Search
- Element TypeRequired
- Element ID
Action
Search
- Query
- Element ID
Action
Search or write
- Query
- Element ID
Action
Search or write
- Deadline
- Element ID
- Element Type
- Text of Task
- Deadline
Action
Search or write
- 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

About FYI

FYI is a document management service for professionals

Related categories

Accounting

About Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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By team

FYI + Kommo

Create or update FYI tasks for new Kommo companies

New Company

New Lead

Task Deleted

Lead Status Changed

Contact Updated

Task Updated

Update Company

Update Contact

Create Lead With Contact

Create Link

Which Data Do You Want to Link?

The Data ID You Want to Link

What Do You Want to Link It To?

The Data ID You Want to Link To

Update Note

Update Task

Text of Task

Find Contact

Query

Element ID

Find Linked Data

Find Task

Deadline

Element ID

Element Type

Find or Create Contact

Query

Element ID

Find or Create Note

Element TypeRequired

Element ID

Text

Creation Data

Create or Update Client

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

Create or Update Client Group

NameRequired

Create group if it doesn’t exist yetRequired

Create Web Link

NameRequired

Web LinkRequired

Source

Client Email

User Email

Client Code

Export Code

XPM ID

Create or Update Task

SubjectRequired

Start DateRequired

Due DateRequired

Create task if it doesn’t exist yetRequired

Client Email

Client Name

Task Code

Assignee Email

Delegator Email

Message

New Contact

New Task

Lead Responsible User Changed

Company Updated

Lead Updated

Create Company

Create Contact

Create Lead