FYI + Tally
Create or update FYI tasks from new Tally submissions
Effortlessly manage tasks in your FYI app with this integration that connects Tally form submissions. Whenever a new submission is received in Tally, this workflow will create or update a task in FYI, ensuring that your team stays organized and up-to-date. Save time and maintain a smooth task management process by automating this essential step.
Effortlessly manage tasks in your FYI app with this integration that connects Tally form submissions. Whenever a new submission is received in Tally, this workflow will create or update a task in FYI, ensuring that your team stays organized and up-to-date. Save time and maintain a smooth task management process by automating this essential step.
- When this happens...New Submission
Triggers when a new form submission is received.
- automatically do this!Create or Update Task
Create or Update a Task in FYI.
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Select a formRequired
Try ItNameRequired
Client Email
User Email
Client Code
Export Code
XPM ID
FileRequired
Name
Create job if it doesn’t exist yetRequired
Job Type
Description
Job Code
Partner Email
Manager Email
Start Date
Due Date
NameRequired
HTMLRequired
Source
Client Email
User Email
Client Code
Export Code
XPM ID
Create client if it doesn’t exist yetRequired
Export to xero if connectedRequired
Group Name
Phone Number
Mobile Number
Partner Email
Manager Email
NameRequired
Create group if it doesn’t exist yetRequired
NameRequired
Web LinkRequired
Source
Client Email
User Email
Client Code
Export Code
XPM ID
SubjectRequired
Start DateRequired
Due DateRequired
Create task if it doesn’t exist yetRequired
Client Email
Client Name
Task Code
Assignee Email
Delegator Email
Message
