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.