FYI + Microsoft Teams + Paperform Integrations

How to connect FYI + Microsoft Teams + Paperform

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

Choose a Trigger
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Choose an Action
Choose an Action
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Do even more with FYI + Microsoft Teams + Paperform

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, Microsoft Teams, and Paperform. 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
    • TeamRequired

    Trigger
    Scheduled
    Try It

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How FYI + Microsoft Teams + Paperform Integrations Work

  1. Step 1: Authenticate FYI, Microsoft Teams, and Paperform.
    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
microsoft-teams logo
microsoft-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
Learn moreHelp

Related categories

  • Microsoft
  • Team Chat

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paperform logo
paperform logo

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

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  • Forms & Surveys

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