FYI + HubSpot + Ontraport Integrations

How to connect FYI + HubSpot + Ontraport

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

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Choose an Action
Choose an Action
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Do even more with FYI + HubSpot + Ontraport

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, HubSpot, and Ontraport. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

    • 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
    • NameRequired

    • Client Email

    • User Email

    • Client Code

    • Export Code

    • XPM ID

    • FileRequired

    Action
    Write
    • Name

    • Create job if it doesn’t exist yetRequired

    • Job Type

    • Description

    • Job Code

    • Partner Email

    • Manager Email

    • Start Date

    • Due Date

    Action
    Write
    • NameRequired

    • HTMLRequired

    • Source

    • Client Email

    • User Email

    • Client Code

    • Export Code

    • XPM ID

    Action
    Write
    • Note

    • Additional properties to retrieve

    Trigger
    Scheduled
    Try It

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How FYI + HubSpot + Ontraport Integrations Work

  1. Step 1: Authenticate FYI, HubSpot, and Ontraport.
    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
fyi logo
fyi logo

About FYI

FYI is a document management service for professionals

Related categories

  • Accounting
hubspot logo
hubspot logo

About HubSpot

HubSpot is your all-in-one stop for all of your marketing software needs.
Learn moreHelp

Related categories

  • Marketing Automation

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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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