FYI Integrations

Name: Zapier
Availability: InStock

Put FYI to work with AI and enterprise-grade automation

Automate smarter with FYI and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Ignition

Proposal & Invoice Management

Acuity Scheduling

Scheduling & Booking

Socket

Accounting

Microsoft Outlook

Calendar, Email, Microsoft

ActiveCampaign

Marketing Automation

HubSpot

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

Content Snare

Forms & Surveys

OneDrive

File Management & Storage, Microsoft

Ignition

Proposal & Invoice Management

Acuity Scheduling

Scheduling & Booking

Socket

Accounting

Microsoft Outlook

Calendar, Email, Microsoft

ActiveCampaign

Marketing Automation

HubSpot

Marketing Automation

Ignition

Proposal & Invoice Management

Acuity Scheduling

Scheduling & Booking

Socket

Accounting

Microsoft Outlook

Calendar, Email, Microsoft

ActiveCampaign

Marketing Automation

HubSpot

Marketing Automation

Gravity Forms

Forms & Surveys, WordPress

Content Snare

Forms & Surveys

OneDrive

File Management & Storage, Microsoft

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Create web links in FYI for new accepted proposals in Ignition
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Ignition + FYI
Create web links in FYI when proposals move to awaiting acceptance in Ignition
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Ignition + FYI
Publish new requests in Content Snare and create web links in FYI
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Content Snare + FYI
Create new documents in FYI when proposals are accepted in Ignition
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Ignition + FYI
Create or update FYI tasks for every new Jotform submission
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Jotform + FYI
Create or update FYI clients from new Jotform submissions
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Jotform + FYI

Create web links in FYI for new accepted proposals in Ignition

Details

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Ignition + FYI

Create web links in FYI when proposals move to awaiting acceptance in Ignition

Details

Try it

Ignition + FYI

Publish new requests in Content Snare and create web links in FYI

Details

Try it

Content Snare + FYI

Create new documents in FYI when proposals are accepted in Ignition

Details

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Ignition + FYI

Create or update FYI tasks for every new Jotform submission

Details

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Jotform + FYI

Create or update FYI clients from new Jotform submissions

Details

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Jotform + FYI

Add new HubSpot contacts to FYI

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HubSpot + FYI

Create file notes in FYI from new Zoom registrants

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Zoom + FYI

Create or update FYI tasks when Microsoft Outlook calendar events start

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Microsoft Outlook + FYI

Create FYI file notes for new Calendly invitees

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Calendly + FYI

Create or update FYI tasks from new Tally submissions

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Tally + FYI

Create or update FYI tasks from new Leadpages form submissions

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Leadpages + FYI

Add new HubSpot contacts to FYI
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HubSpot + FYI
Create file notes in FYI from new Zoom registrants
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Zoom + FYI
Create or update FYI tasks when Microsoft Outlook calendar events start
Details
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Microsoft Outlook + FYI
Create FYI file notes for new Calendly invitees
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Calendly + FYI
Create or update FYI tasks from new Tally submissions
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Tally + FYI
Create or update FYI tasks from new Leadpages form submissions
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Leadpages + FYI

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.

- 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

- 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

For builders

Let your AI safely access FYI

Go beyond Zap workflows. Install Zapier in your AI to call FYI actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in FYI from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create or Update Client
Create Document

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose FYI actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a FYI connection @ https://zapier.com/ja/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "fyi", owner: "me" });

await zapier.runAction({
  app: 'fyi',
  action: 'createClient',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

FYI Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About FYI

FYI is a document management service for professionals

Learn moreLearn moreHelpHelp

Related categories

Accounting

FYI Integrations

Put FYI to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create web links in FYI for new accepted proposals in Ignition

Create web links in FYI when proposals move to awaiting acceptance in Ignition

Publish new requests in Content Snare and create web links in FYI

Create new documents in FYI when proposals are accepted in Ignition

Create or update FYI tasks for every new Jotform submission

Create or update FYI clients from new Jotform submissions

Create web links in FYI for new accepted proposals in Ignition

Create web links in FYI when proposals move to awaiting acceptance in Ignition

Publish new requests in Content Snare and create web links in FYI

Create new documents in FYI when proposals are accepted in Ignition

Create or update FYI tasks for every new Jotform submission

Create or update FYI clients from new Jotform submissions

Add new HubSpot contacts to FYI

Create file notes in FYI from new Zoom registrants

Create or update FYI tasks when Microsoft Outlook calendar events start

Create FYI file notes for new Calendly invitees

Create or update FYI tasks from new Tally submissions

Create or update FYI tasks from new Leadpages form submissions

Add new HubSpot contacts to FYI

Create file notes in FYI from new Zoom registrants

Create or update FYI tasks when Microsoft Outlook calendar events start

Create FYI file notes for new Calendly invitees

Create or update FYI tasks from new Tally submissions

Create or update FYI tasks from new Leadpages form submissions

Let your AI safely access FYI

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

FYI Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular FYI Integrations

Popular FYI Integrations

Connect Your App Accounts to Zapier