Building your App Stack | Showcase (July 2023)


Leverage a range of integrations in FYI to automate data capture, and sync your clients, client groups, jobs and team info for one source of truth practice-wide.

This 30-minute webinar takes you through some key apps and how you can integrate them to digitalise your client signature process and more.

In this webinar, we cover:

  • Integration management ā€“ how to locate, navigate and troubleshoot your integrations with FYI for peace of mind and efficient operations.
  • Leveraging integrations ā€“ how to use your integrations in your day-to-day processes to #MakeItCount.

Click below to play a full recording of the webinar (30 minutes).

Useful Links & Resources

To view the apps and processes that were demonstrated in this webinar refer to:

To integrate your app stack, visit the Apps and Integrations section in Help. For more about automations, visit the Process Automation section in Help.

Want more? View all the recordings from the FYI Showcase.

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