FYI + Microsoft OneNote

FYI + Microsoft OneNote integrations

Create file notes in FYI from new section notes in Microsoft OneNote

Keep your notes organized and easily accessible with this convenient Microsoft OneNote-FYI workflow. Whenever a new note is added in a specific section on Microsoft OneNote, a file note will be swiftly created inside the FYI app. This process saves time and ensures that all your important updates, ideas, or reminders are kept track of uniformly across your platforms. Streamline your note-taking process and enhance your productivity with this intuitive, user-friendly workflow.

When this happens...
New Note in SectionTriggers when a new note is created in a notebook/section.
TriggerPolling
automatically do this!
Create File NoteCreate a File Note.
ActionWrite

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More things you can do with Microsoft OneNote and FYI

Discover other triggers and actions you can use with Microsoft OneNote and FYI

- Notebook
  Required
- Section
  Required
Trigger
Polling
Try It
- Title
  Required
- Image URL
  Required
Action
Write
- Notebook
  Required
- Section
  Required
- Title
  Required
- Content Type
- Content
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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

- Notebook
  Required
- Section
  Required
- Page/Note
  Required
- Content Type
- Content
  Required
Action
Write
- Title
  Required
- Content Type
- Content
  Required
Action
Write
- URL Link
  Required
Action
Write
- 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

About FYI

FYI is a document management service for professionals

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Related categories

Accounting

About Microsoft OneNote

Microsoft OneNote is a note-taking app from Microsoft that makes it easy to sync your ideas, sketches and notes across all your devices.

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Related categories

Microsoft

Notes

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