FYI Integrations

Accounting

Do more with FYI integrations

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Or pick an app to pair witharrow pointing down
Integrate Ignition with FYIIntegrate Ignition with FYI

Ignition

Proposal & Invoice Management
Integrate Zendesk with FYIIntegrate Zendesk with FYI

Zendesk

Customer Support
Integrate WPForms with FYIIntegrate WPForms with FYI

WPForms

Forms & Surveys, WordPress
Integrate OneDrive with FYIIntegrate OneDrive with FYI

OneDrive

File Management & Storage, Microsoft
Integrate ActiveCampaign with FYIIntegrate ActiveCampaign with FYI

ActiveCampaign

Marketing Automation
Integrate Google Sheets with FYIIntegrate Google Sheets with FYI

Google Sheets

Google, Spreadsheets
Integrate Smartsheet with FYIIntegrate Smartsheet with FYI

Smartsheet

Spreadsheets
Integrate Fireflies.ai with FYIIntegrate Fireflies.ai with FYI

Fireflies.ai

Transcription
Integrate Paperform with FYIIntegrate Paperform with FYI

Paperform

Forms & Surveys
Integrate Ignition with FYIIntegrate Ignition with FYI

Ignition

Proposal & Invoice Management
Integrate Zendesk with FYIIntegrate Zendesk with FYI

Zendesk

Customer Support
Integrate WPForms with FYIIntegrate WPForms with FYI

WPForms

Forms & Surveys, WordPress
Integrate OneDrive with FYIIntegrate OneDrive with FYI

OneDrive

File Management & Storage, Microsoft
Integrate ActiveCampaign with FYIIntegrate ActiveCampaign with FYI

ActiveCampaign

Marketing Automation
Integrate Google Sheets with FYIIntegrate Google Sheets with FYI

Google Sheets

Google, Spreadsheets
Integrate Ignition with FYIIntegrate Ignition with FYI

Ignition

Proposal & Invoice Management
Integrate Zendesk with FYIIntegrate Zendesk with FYI

Zendesk

Customer Support
Integrate WPForms with FYIIntegrate WPForms with FYI

WPForms

Forms & Surveys, WordPress
Integrate OneDrive with FYIIntegrate OneDrive with FYI

OneDrive

File Management & Storage, Microsoft
Integrate ActiveCampaign with FYIIntegrate ActiveCampaign with FYI

ActiveCampaign

Marketing Automation
Integrate Google Sheets with FYIIntegrate Google Sheets with FYI

Google Sheets

Google, Spreadsheets
Integrate Smartsheet with FYIIntegrate Smartsheet with FYI

Smartsheet

Spreadsheets
Integrate Fireflies.ai with FYIIntegrate Fireflies.ai with FYI

Fireflies.ai

Transcription
Integrate Paperform with FYIIntegrate Paperform with FYI

Paperform

Forms & Surveys

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Quickly automate FYI integrations with Zapier's templates

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

    Details
    Try it
    • Ignition logo
    • FYI logo
    Ignition + FYI
  • Publish new requests in Content Snare and create web links in FYI

    Details
    Try it
    • Content Snare logo
    • FYI logo
    Content Snare + FYI
  • Create web links in FYI for new accepted proposals in Ignition

    Details
    Try it
    • Ignition logo
    • FYI logo
    Ignition + FYI
  • Create file notes in FYI from new section notes in OneNote

    Details
    Try it
    • OneNote logo
    • FYI logo
    OneNote + FYI
  • Create or update FYI clients when new contacts are added to ActiveCampaign lists

    Details
    Try it
    • ActiveCampaign logo
    • FYI logo
    ActiveCampaign + FYI
  • Add new HubSpot contacts to FYI

    Details
    Try it
    • HubSpot logo
    • FYI logo
    HubSpot + FYI

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

Details
Try it
  • Ignition logo
  • FYI logo
Ignition + FYI

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

  • Content Snare logo
  • FYI logo
Content Snare + FYI

Create web links in FYI for new accepted proposals in Ignition

  • Ignition logo
  • FYI logo
Ignition + FYI

Create file notes in FYI from new section notes in OneNote

  • OneNote logo
  • FYI logo
OneNote + FYI

Create or update FYI clients when new contacts are added to ActiveCampaign lists

  • ActiveCampaign logo
  • FYI logo
ActiveCampaign + FYI

Add new HubSpot contacts to FYI

  • HubSpot logo
  • FYI logo
HubSpot + FYI

Supported triggers and actions

What does this mean?
    • 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

    Action
    Write
    • NameRequired

    • Create group if it doesn’t exist yetRequired

    Action
    Write
  • Action
    Write
    • SubjectRequired

    • Start DateRequired

    • Due DateRequired

    • Create task if it doesn’t exist yetRequired

    • Client Email

    • Client Name

    • Task Code

    • Assignee Email

    • Delegator Email

    • Message

    Action
    Write
    • NameRequired

    • Client Email

    • User Email

    • Client Code

    • Export Code

    • XPM ID

    • FileRequired

    Action
    Write
    • NameRequired

    • Create job if it doesn’t exist yetRequired

    • Job Type

    • Description

    • Job Code

    • Partner Email

    • Manager Email

    • Start Date

    • Due Date

    Action
    Write
    • NameRequired

    • HTMLRequired

    • Source

    • Client Email

    • User Email

    • Client Code

    • Export Code

    • XPM ID

    Action
    Write
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About FYI

FYI is a document management service for professionals

Related categories

  • Accounting