Automation apps overview

Use the Apps tab in Automation to configure FYI and Outlook apps and connect third-party apps to FYI.

• FYI Admins and users in a User Group with Create Automations permission can open apps and configure their settings. You can manage access through User Groups.
   
• Without this permission, you can view the Apps tab, but can't open apps to configure their settings.
  

The apps available to configure depend on your FYI plan. For more details on individual integrations, refer to Apps and Integrations.

Accessing automation apps

1. Select Automation, then the Apps tab. Apps display in the view you last used (Grid or List).
   
2. To open an app's settings, select its cog icon in Grid view or its name in List view.

Apps that aren't configured or connected have a grey background in Grid view or a white icon in the Active column in List view.

Searching for apps

Use Search Apps at the top of the Apps tab to search by app name.

1. Enter the app name or part of the name in Search Apps.
    
2. Press Enter. Matching apps display.
   
3. To clear the search, select X next to the search criteria, or delete the search criteria and press Enter.

When searching for apps:

• The search text is not case-sensitive.
• A partial word can match any part of an app name. For example, searching for "sign" displays Adobe Sign, DocuSign, and FuseSign.
• If searching for multiple words, they must be complete words in the correct order. For example, searching for "practice sync" displays the Practice Sync app. However, searching for "sync practice" doesn't.
• Searching for a plural doesn't return results containing only the singular form. For example, "syncs" doesn't return results for "sync".

Filtering

Active apps

In Grid view, active apps have a white background, while inactive apps have a grey background.

Select Show active apps in the toolbar to display only apps that have been configured or connected to a third-party integration.

When only active apps are displayed, the button shows an eye with a line through it. Select Show all apps to display all apps, including those not currently configured.

Category

Use Filter by Category to display apps in a selected category. For example, selecting Practice Management displays apps relevant to practice management integrations.

Apps can belong to multiple categories.

1. From Filter by Category, select a category.
   

   Apps in the selected category display.
   

2. To clear the category filter, select X next to the selected category.

Grid and List views

Apps can be displayed in Grid or List view, depending on your preference.

Select List View to display apps in a list. Select Grid View to return to the grid.

The Grid view is shown below.

The List view is shown below.

Configured apps have a white background in Grid view or a tick in the Active column in List view.