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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

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WPForms
WPForms logo
WPForms
1. Choose trigger event
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FYI
FYI logo
FYI
2. Choose action
WPForms logo
1. Select the event
Setup
Test
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WPForms
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Form Entry" from WPForms.

Add your action

An action happens after the trigger—such as "Create or Update Client" in FYI.

You’re connected!

Zapier seamlessly connects WPForms and FYI, 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.

    • Form
      Required
    Trigger
    Instant
    Try It
    • 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
  • Action
    Write
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
    • 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

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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

Connect WPForms 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Make work flow with AI

Level up your WPForms to FYI integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.
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About WPForms
WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
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About FYI
FYI is a document management service for professionals
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