FYI + Ontraport + WPForms Integrations

How to connect FYI + Ontraport + WPForms

Zapier lets you send info between FYI and Ontraport and WPForms automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Do even more with FYI + Ontraport + WPForms

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with FYI, Ontraport, and WPForms. And don’t forget that you can add more apps and actions to create complex workflows.

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

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How FYI + Ontraport + WPForms Integrations Work

  1. Step 1: Authenticate FYI, Ontraport, and WPForms.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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About FYI

FYI is a document management service for professionals

Related categories

  • Accounting
ontraport logo
ontraport logo

About Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.
Help

Related categories

  • Marketing Automation

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wpforms logo

About WPForms

WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
Help

Related categories

  • Forms & Surveys
  • WordPress

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