Email by Zapier + FYI
Create documents in FYI from new inbound emails in Email by Zapier
When you receive a new email in your inbox, this workflow will create a document in FYI instantly. It transforms information from incoming emails into structured documents, saving you the time and effort of manual data entry. Increase your productivity by letting this automation between Email by Zapier and FYI efficiently manage your documents.
When you receive a new email in your inbox, this workflow will create a document in FYI instantly. It transforms information from incoming emails into structured documents, saving you the time and effort of manual data entry. Increase your productivity by letting this automation between Email by Zapier and FYI efficiently manage your documents.
- When this happens...New Inbound Email
Triggers when an email is forwarded to your own custom zapiermail.com address.
- automatically do this!Create Document
Create a Document.
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New Inbound Email
Triggers when an email is forwarded to your own custom
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ToRequired
SubjectRequired
Body (HTML or Plain)Required
Attachment
From Name
Reply To
Cc
Bcc
Force Linebreaks?
Enable read receipts?
NameRequired
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
Setup Directions
Try ItCreate 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