Integrate Notud with FYI to automate your work
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
How Zapier works
Zapier makes it easy to integrate Notud with FYI - no code necessary. See how you can get setup in minutes.
Select a trigger from Notud
A trigger is an event that starts your Zap and runs the workflow. For example, with Notud, a trigger could be "New Note."
Setup an action from FYI
An action is what takes place after the automation is triggered. For example, with FYI, the action could be "Create or Update Client."
That’s it! You just connected Notud to FYI
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Connect Notud and FYI 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.
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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.
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.
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.
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.
Connect Notud and FYI 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.
- New Note
Triggers when a new contact note is created in Notud.
Try It - External IdRequired
- Contact TypeRequired
- NameRequired
- Title
- First Name
- Last Name
- Email
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Phone Number 4
- Phone Number 1 Type
- Phone Number 2 Type
- Phone Number 3 Type
- Phone Number 4 Type
- Address Line 1
- Address Line 2
- Suburb
- State
- Country
- PostCode
- External IdRequired
- 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
- Update Note
Triggers when a contact note is updated (saved).
Try It - External IdRequired
- Contact TypeRequired
- NameRequired
- Title
- First Name
- Last Name
- Email
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Phone Number 4
- Phone Number 1 Type
- Phone Number 2 Type
- Phone Number 3 Type
- Phone Number 4 Type
- Address Line 1
- Address Line 2
- Suburb
- State
- Country
- PostCode
- External IdRequired
- Contact TypeRequired
- NameRequired
- Title
- First Name
- Last Name
- Email
- Phone Number 1
- Phone Number 2
- Phone Number 3
- Phone Number 4
- Phone Number 1 Type
- Phone Number 2 Type
- Phone Number 3 Type
- Phone Number 4 Type
- Address Line 1
- Address Line 2
- Suburb
- State
- Country
- PostCode
- NameRequired
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- FileRequired
Learn how to automate Notud on the Zapier blog
Learn how to automate FYI on the Zapier blog
About Notud
Notud is cloud note-taking for small business. Handwrite on your tablet or iPad and your notes save instantly to a client file.
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