FYI + Zoom

Create file notes in FYI from new Zoom registrants

Every time there is a new Zoom registrant, a file note will be created in FYI automatically. This makes it easy to keep a record of your registrants.

When this happens...
New Webinar Registrant
Triggers when a new registrant is added to a Webinar.
TriggerInstant
automatically do this!
Create File Note
Create a File Note.
ActionWrite

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Supported triggers and actions

What does this mean?

New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
Try It
- Webinar or Meeting?Required
Trigger
Instant
Try It
- Upcoming Meeting
Trigger
Instant
Try It
- Upcoming Webinar
Trigger
Instant
Try It
- Upcoming MeetingRequired
- EmailRequired
- First NameRequired
- Last Name
- Address
- City
- State
- Zip
- Country
- Phone
- Comments
- Industry
- Job Title
- Number of Employees
- Organization Name
- Purchasing Time Frame
- Role In Purchase Process
- Language
- Auto Approval
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
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 Audio Transcript
Triggers when a new audio transcript has been completed after a meeting or webinar you hosted completes.
Trigger
Instant
Try It
- Meeting TypeRequired
Trigger
Instant
Try It
New Recording
Triggers when a new Recording is completed for a Meeting or Webinar.
Trigger
Instant
Try It
- Meeting TypeRequired
Action
Write
- Upcoming WebinarRequired
- EmailRequired
- First NameRequired
Action
Write
Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
Action
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 Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

Learn more Help

Related categories

Video Conferencing

Similar apps

GoTo Meeting

Video Conferencing

Intermedia AnyMeeting

Video Conferencing

Crowdcast

Webinars

PRODUCTS

CAPABILITIES

By team

FYI + Zoom

Create file notes in FYI from new Zoom registrants

New Meeting Summary

New Participant Joined Webinar or Meeting

New Meeting Registrant

Upcoming Meeting

New Webinar Registrant

Upcoming Webinar

Create Meeting Registrant

Upcoming MeetingRequired

EmailRequired

First NameRequired

Last Name

Address

City

State

Zip

Country

Phone

Comments

Industry

Job Title

Number of Employees

Organization Name

Purchasing Time Frame

Role In Purchase Process

Language

Auto Approval

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

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 Audio Transcript

New Meeting

Meeting TypeRequired

New Recording

Create Meeting

Meeting TypeRequired

Create Webinar Registrant