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Integrate FYI with Paperform to automate your work

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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

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate FYI with Paperform - no code necessary. See how you can get setup in minutes.

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 Paperform

An action is what takes place after the automation is triggered. For example, with Paperform, the action could be "Create Form Coupon."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected FYI to Paperform

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your FYI to Paperform integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect FYI and Paperform 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.

Automate your lead management and improve conversions

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.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect FYI and Paperform 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

Start here

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
- Form
  Required
Trigger
Instant
Try It

- Form
  Required
- Code
  Required
Action
Write
- Form
  Required
- Form Product
  Required
Action
Write

- Form
  Required
- Field
  Required
- Form Product
  Required
- Name
  Required
- Price
  Required
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write
- Form
  Required
- Code
  Required
- Enabled
- Target
  Required
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- Form
  Required
- Field
  Required
- Title
  Required
- Description
- Required
- Custom Key
- Placeholder
Action
Write
- Form
  Required
- Form Product
  Required
- Available Quantity
  Required
Action
Write
- Space
  Required
- Space Name
  Required
Action
Write
- Title
- Space
Action
Search
- Form
  Required
- Form Product Name
  Required
Action
Search
- Form
  Required
- Form Product Name
  Required
- Field
  Required
- Form Product
  Required
- Name
  Required
- Price
  Required
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Search or 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
- Job Type
- Description
- 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
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Code
  Required
- Enabled
- Target
  Required
- Discount Amount
- Discount Percentage
- Expires At
Action
Write
- Form
  Required
- Form Partial Submission ID
  Required
Action
Write
- Form
  Required
- Form Submission ID
  Required
Action
Write
- Space Name
  Required
Action
Write
- Form
  Required
- Title
- Description
- Disabled
- Custom Slug
- Space
Action
Write
- Form
  Required
- Form Product
  Required
- Name
  Required
- Price
  Required
- Available Quantity
- Minimum
- Maximum
- Discountable
- Image URLs
Action
Write
- Form
  Required
- Form Product
  Required
- Sold
  Required
Action
Write
- Form
  Required
- Form Field Title
  Required
Action
Search
- Form
  Required
- Form Field Title
  Required
Action
Search
- Space Name
  Required
Action
Search
- Space Name
  Required
- Space Name
  Required
Action
Search or write

About FYI

FYI is a document management service for professionals

Related categories

Accounting

About Paperform

A digital Swiss Army Knife: take payments, create forms, manage bookings and put manual processes on autopilot. Where imagination takes form.

Learn more Help

Related categories

Forms & Surveys

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Explore FYI + Paperform Integrations

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