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Connect FYI to JobNimbus and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

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Select a trigger from FYI

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from JobNimbus

An action is what takes place after the automation is triggered. For example, with JobNimbus, the action could be "Create Attachment."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected FYI to JobNimbus

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Triggers and actions are the main components of every automated workflow.

Connect FYI and JobNimbus 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.

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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.
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Connect FYI and JobNimbus to unlock the power of automation

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Choose a Trigger
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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.

    • Name
      Required
    • Client Email
      Required
    • Create client if it doesn’t exist yet
      Required
    • Export to xero if connected
      Required
    • Export Code
    • Group Name
    • Phone Number
    • Mobile Number
    • Partner Email
    • Manager Email
    Action
    Write
    • Name
      Required
    • Create client if it doesn’t exist yet
      Required
    Action
    Write
    • Name
      Required
    • Web Link
      Required
    • Source
    • Client Email
    • User Email
    • Client Code
    • Export Code
    • XPM ID
    Action
    Write
    • Subject
      Required
    • Start Date
    • Due Date
    • Create client if it doesn’t exist yet
      Required
    • Client Email
    • Client Name
    • Export Code
    • Assignee Email
    • Delegator Email
    • Message
    Action
    Write
    • Name
      Required
    • Client Email
    • User Email
    • Client Code
    • Export Code
    • XPM ID
    • File
      Required
    Action
    Write
    • Name
      Required
    • Create client if it doesn’t exist yet
      Required
    • Client Email
    • Client Name
    • Export Code
    • Partner Email
    • Manager Email
    • Start Date
    • Due Date
    Action
    Write
    • Name
      Required
    • Web Link
      Required
    • Source
    • Client Email
    • User Email
    • Client Code
    • Export Code
    • XPM ID
    Action
    Write
    • Filter
      Required
    Trigger
    Instant
    Try It
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About FYI
FYI is a document management service for professionals
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  • Accounting
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About JobNimbus
JobNimbus CRM + Project Management for the service industry.
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