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Connect Sub-Zap by Zapier to FYI and automate any workflow

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FYIFYI
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Zapier makes it easy to integrate Sub-Zap by Zapier with FYI - no code necessary. See how you can get setup in minutes.

Select a trigger from Sub-Zap by Zapier

A trigger is an event that starts your Zap and runs the workflow. For example, with Sub-Zap by Zapier, a trigger could be "Start a Sub-Zap."
A trigger is the event that kicks off your automated workflow.

Setup an action from FYI

An action is what takes place after the automation is triggered. For example, with FYI, the action could be "Create or Update Client."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Sub-Zap by Zapier to FYI

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Connect Sub-Zap by Zapier and FYI to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect Sub-Zap by Zapier and FYI to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

    • Account
      Required
    • Zap_id
    • Parent_zap_directions
    • Zap_path_run_id
    Action
    Write
    • Name
      Required
    • Client Email
      Required
    • Create client if it doesn’t exist yet
      Required
    • Export to xero if connected
      Required
    • Export Code
    • Group Name
    • Phone Number
    • Mobile Number
    • Partner Email
    • Manager Email
    Action
    Write
    • Name
      Required
    • Create client if it doesn’t exist yet
      Required
    Action
    Write
    • Name
      Required
    • Web Link
      Required
    • Source
    • Client Email
    • User Email
    • Client Code
    • Export Code
    • XPM ID
    Action
    Write
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About Sub-Zap by Zapier
Build reusable Zap components and systems by building and calling "Sub-Zaps".
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About FYI
FYI is a document management service for professionals
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