FYI + Zapier
Currently in Beta
Integrate with Zapier for access to more than 2,000 cloud apps that can be used with FYI.
Auto-create and file documents in FYI
Use zaps to auto-create documents, file notes and weblinks in FYI, and auto-file to your client workspace. All your client interactions will be represented within FYI, including those initiated from external apps.
Auto-create and update clients in FYI
Use zaps to auto-create or update clients in FYI so your client list is always up to date.
Auto-create tasks in FYI
Use zaps to auto-create tasks from data capture forms on your website, and from other external sources. This gives you enormous flexibility in terms of automating processes and improving client service.
About Zapier
Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
By connecting Zapier to FYI we can now automatically create tasks and jobs from our Typeform smart forms, and from Hubspot. We’ve even automated our onboarding process using Practice Ignition and FYI. Life is becoming easier by the day and our client service is so much more proactive.
