FYI + Seamlss
Create or update clients in FYI when new clients are onboarded in Seamlss
Ensure streamlined client management by connecting your Seamlss and FYI apps. With this workflow, as soon as a new client is onboarded in Seamlss, their details are either created as a new client or updated in the FYI app. This eliminates manual data entry and ensures information consistency across platforms, allowing you to focus on client strategies and relationships.
Ensure streamlined client management by connecting your Seamlss and FYI apps. With this workflow, as soon as a new client is onboarded in Seamlss, their details are either created as a new client or updated in the FYI app. This eliminates manual data entry and ensures information consistency across platforms, allowing you to focus on client strategies and relationships.
- When this happens...Client Onboarded
Triggers when client is onboarded. Returns contact details.
- automatically do this!Create or Update Client
Create or Update a Client in FYI.
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Client Onboarded
Triggers when client is onboarded. Returns contact details.
Try ItLead Created
Triggers when lead is created. Returns contact details.
Try ItClient Request Completed
Triggers when a client request is completed. Returns contact details and request name.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Mobile Phone NumberRequired
New Client
Client Verified
Triggers when client identity is verified. Returns contact details.
Try ItLead Request Created
Triggers when a lead request is completed. Returns contact details and request name.
Try ItFirst NameRequired
Middle Name
Last NameRequired
Email AddressRequired
Mobile Phone NumberRequired
New Client
Link CodeRequired
First NameRequired
Last NameRequired
Middle Name
Email AddressRequired
Phone NumberRequired