FYI + PandaDoc

Create new FYI documents from completed PandaDoc documents

Streamline your document management process by connecting PandaDoc with FYI. With this workflow, as soon as a document is completed in PandaDoc, the same gets created in FYI. This seamless exchange between the two platforms not only saves you time but also ensures that your important documents are always organized and easy to find. Optimize your workflow and keep your processes efficient.

When this happens...
Document Completed
Triggers when a document is completed.
TriggerInstant
automatically do this!
Create Document
Create a Document.
ActionWrite

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Supported triggers and actions

What does this mean?

- Source
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- Document IDRequired
- Attachment NameRequired
- AttachmentRequired
Action
Write
- Document NameRequired
- TemplateRequired
- Send DocumentRequired
- Message
- Pricing Table Currency
- Name
- Description
- Price
- Quantity
- Discount
- Document Metadata
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

- Document IDRequired
Action
Search
- 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

- Source
- Document Status
Trigger
Instant
Try It
- Source
Trigger
Instant
Try It
- warning
- EmailRequired
- First name
- Last name
- Company
- Phone
- Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- EmailRequired
- First name
- Last name
- Company
- Phone
- Job Title
- Street Address
- City
- Postal Code
- Country
- State
Action
Write
- Name
- Status
- Template
- Form
Action
Search
- Document IDRequired
Action
Search
- 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 PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.

Learn more Help

Related categories

Documents

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PRODUCTS

CAPABILITIES

By team

FYI + PandaDoc

Create new FYI documents from completed PandaDoc documents

Document Completed

Source

Document Paid

Source

Create Attachment

Attachment NameRequired

AttachmentRequired

Create Document

Document NameRequired

TemplateRequired

Send DocumentRequired

Message

Pricing Table Currency

Name

Description

Price

Quantity

Discount

Document Metadata

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Get Document Attachments

Document IDRequired

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

Document Status Changed

Source

Document Status

Document Sent

Source

Create Contact [Deprecated]

warning

EmailRequired

First name

Last name

Company

Phone