FYI + Leadpages

FYI + Leadpages integrations

Create or update FYI tasks from new Leadpages form submissions

Effortlessly manage your leads and tasks in one place with this seamless workflow between Leadpages and FYI. When a new form submission is received in Leadpages, this automation creates or updates a task in FYI, ensuring you stay on top of your leads and never miss an opportunity. Save time and improve lead management by keeping your tasks up-to-date with every form submission.

When this happens...
New Form SubmissionTriggers when a visitor submits a form on a page.
TriggerInstant
automatically do this!
Create or Update TaskCreate or Update a Task in FYI.
ActionWrite

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More things you can do with Leadpages and FYI

Discover other triggers and actions you can use with Leadpages and FYI

- Form
  Required
Trigger
Instant
Try It
- Name
  Required
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- File
  Required
Action
Write
- Name
- Create job if it doesn’t exist yet
  Required
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write
- Name
  Required
- HTML
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Name
- Email
- FYI Client ID
- Client Code
- Export Code
Action
Search

- Create client if it doesn’t exist yet
  Required
- Export to xero if connected
  Required
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
Action
Write
- Create group if it doesn’t exist yet
  Required
- New Name
  Required
Action
Write
- Name
  Required
- Web Link
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Subject
  Required
- Start Date
  Required
- Due Date
  Required
- Create task if it doesn’t exist yet
  Required
- Client Email
- Client Name
- Task Code
- Assignee Email
- Delegator Email
- Message
Action
Write
- Client
- Find across group
- Type
- Job Number
- Name
Action
Search

About FYI

FYI is a document management service for professionals

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Related categories

Accounting

About Leadpages

Leadpages lets you build beautiful, high-converting landing pages, sign-up forms, and other conversion assets.

Learn moreLearn moreHelpHelp

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Forms & Surveys

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