Connect FYI to Drift and automate any workflow
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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.
- 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 client if it doesn’t exist yetRequired
- NameRequired
- Web LinkRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- SubjectRequired
- Start Date
- Due Date
- Create client if it doesn’t exist yetRequired
- Client Email
- Client Name
- Export Code
- Assignee Email
- Delegator Email
- Message
- NameRequired
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- FileRequired
- NameRequired
- Create client if it doesn’t exist yetRequired
- Client Email
- Client Name
- Export Code
- Partner Email
- Manager Email
- Start Date
- Due Date
- NameRequired
- Web LinkRequired
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- Conversation Manual Push
Triggers when a conversation is ready for consumption by third-party systems. This can occur in the following situations: - A conversation has not been active for a specified period of time (customizable by each organization) - A conversation had its status changed to 'closed' - A conversation was manually push to third-parties by a user.
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