Connect FYI and Inform Direct to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate FYI with Inform Direct - no code necessary. See how you can get setup in minutes.
100%
Help
FYI
FYI
1. Choose trigger event
Inform Direct
Inform Direct
2. Choose action
1. Select the event
Setup
Test
FYI
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap.
Add your action
An action happens after the trigger—such as "Add Company" in Inform Direct.
You’re connected!
Zapier seamlessly connects FYI and Inform Direct, automating your workflow.
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 yetRequired
- Export to xero if connectedRequired
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
ActionWrite- NameRequired
- Create group if it doesn’t exist yetRequired
ActionWrite- NameRequired
- Web LinkRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
ActionWrite- SubjectRequired
- Start DateRequired
- Due DateRequired
- Create task if it doesn’t exist yetRequired
- Client Email
- Client Name
- Task Code
- Assignee Email
- Delegator Email
- Message
ActionWrite
- NameRequired
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- FileRequired
ActionWrite- Name
- Create job if it doesn’t exist yetRequired
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
ActionWrite- NameRequired
- HTMLRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
ActionWrite- Company NumberRequired
- Authentication Code
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023




93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Related categories