FYI and Salesflare
How to connect FYI
- Via Zapier — 9 operations available. Set it up ↗
What you can automate
- When new Task in Salesflare, create or Update Task in FYI.
About FYI
FYI is a document management service for professionals
FYI operations on Zapier
Actions (7)
Things Salesflare can make it do
- Create Document — Create a Document.
- Create File Note — Create a File Note.
- Create Web Link — Create a Web Link.
- Create or Update Client — Create or Update a Client in FYI.
- Create or Update Client Group — Create or Update a Group for Clients in FYI.
Show 2 more actions
- Create or Update Job — Create or Update a Job in FYI.
- Create or Update Task — Create or Update a Task in FYI.
Searches (2)
Look up existing records
- Look Up Client — Look up a Client in FYI.
- Look Up Job — Look up a Job in FYI.
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