FYI Integrations
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NameRequired
Client EmailRequired
Create client if it doesn’t exist yetRequired
Export to xero if connectedRequired
Export Code
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
SubjectRequired
Start DateRequired
Due DateRequired
Create task if it doesn’t exist yetRequired
Client Email
Client Name
Task Code
Assignee Email
Delegator Email
Message
NameRequired
Client Email
User Email
Client Code
Export Code
XPM ID
FileRequired
NameRequired
Create job if it doesn’t exist yetRequired
Job Type
Description
Job Code
Partner Email
Manager Email
Start Date
Due Date
NameRequired
HTMLRequired
Source
Client Email
User Email
Client Code
Export Code
XPM ID