Zapier Integration

As part of FYI's automation and integration with other systems, you can use Zapier to automate dataflow between FYI and other platforms. You can use Zapier to connect, for example, to Dropbox, Practice Ignition, OneDrive, Google Drive, etc., and to automatically import and file documents in FYI.

For example, if a client has given your practice access to their Dropbox, when the client has a new file in a specified folder, you can use Zapier to import these directly from the client's Dropbox into FYI.

To use this function, you need to be a subscribed user of Zapier. You can then set up Zaps in Zapier for the applications you want to connect to FYI.

For details of how to set this up, refer to Import from Zapier in the Automations section.