FYI + Seamlss

FYI + Seamlss integrations

Create or update clients in FYI when new clients are onboarded in Seamlss

Ensure streamlined client management by connecting your Seamlss and FYI apps. With this workflow, as soon as a new client is onboarded in Seamlss, their details are either created as a new client or updated in the FYI app. This eliminates manual data entry and ensures information consistency across platforms, allowing you to focus on client strategies and relationships.

When this happens...
Client OnboardedTriggers when client is onboarded. Returns contact details.
TriggerPolling
automatically do this!
Create or Update ClientCreate or Update a Client in FYI.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Seamlss and FYI

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

Client Onboarded
Triggers when client is onboarded. Returns contact details.
Trigger
Polling
Try It
Lead Created
Triggers when lead is created. Returns contact details.
Trigger
Polling
Try It
Client Request Completed
Triggers when a client request is completed. Returns contact details and request name.
Trigger
Polling
Try It
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email Address
  Required
- Mobile Phone Number
  Required
- New Client
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

Client Verified
Triggers when client identity is verified. Returns contact details.
Trigger
Polling
Try It
Lead Request Created
Triggers when a lead request is completed. Returns contact details and request name.
Trigger
Polling
Try It
- First Name
  Required
- Middle Name
- Last Name
  Required
- Email Address
  Required
- Mobile Phone Number
  Required
- New Client
Action
Write
- Link Code
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- Email Address
  Required
- Phone Number
  Required
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

About FYI

FYI is a document management service for professionals

HelpHelp

Related categories

Accounting

About Seamlss

Seamlss allows you to onboard your clients with ease to collect and collate data. Make life seamless with Seamlss.

HelpHelp

Related categories

Accounting