Connect FYI to Zoom 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
Create your first workflow
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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.
- 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
- New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
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