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Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Article" from Document360.

Add your action

An action happens after the trigger—such as "Create or Update Client" in FYI.

You’re connected!

Zapier seamlessly connects Document360 and FYI, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Article
Triggers when a new article is created.
Trigger
Instant
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- Title
  Required
- Content
  Required
- Version
  Required
- Language
  Required
- Category
  Required
- Publish
Action
Write
- Version
  Required
- Language
  Required
- Search Query
- Title
  Required
- Content
  Required
- Category
  Required
- Publish
Action
Search or write
- Name
  Required
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- File
  Required
Action
Write
- Name
  Required
- Create client if it doesn’t exist yet
  Required
- Job Type
- Description
- Job Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write

- Name
  Required
- Web Link
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write

- Version
  Required
- Language
  Required
- Article
  Required
- Text to Append
  Required
Action
Write
- Version
  Required
- Language
  Required
- Search Query
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
- Name
  Required
- Create client if it doesn’t exist yet
  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
- Due Date
- Create client if it doesn’t exist yet
  Required
- Client Email
- Client Name
- Job Code
- Assignee Email
- Delegator Email
- Message
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Document360 and FYI to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Document360 to FYI integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Document360

Document360 is a cloud-based help desk solution that enables users in businesses across various industries to create, collaborate and publish self-service knowledge bases for their products.

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Related categories

Customer Support

About FYI

FYI is a document management service for professionals