Connect FYI to Microsoft Excel and automate any workflow
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
How Zapier works
Zapier makes it easy to integrate FYI with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Connect FYI and Microsoft Excel to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Start here![arrow pointing down](https://zapier-images.imgix.net/storage/files/9c1aabd458323126f32d71d501e91639.svg)
Choose an Action
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
- Storage_source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Try It
Automate Microsoft Excel: get inspired on the Zapier blog
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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