We're excited to announce a new integration with Ignition, a proposals, billing, and payments platform that helps practices manage client engagements and workflows. This integration is available for practices on Pro and Elite plans.
What does this mean for FYI users?
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Workflow Efficiency: Optionally automate FYI job creation when proposals are accepted in Ignition, reducing manual setup and improving workflow efficiency. Job creation can also be controlled at the service level to determine which proposal services create jobs in FYI.
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Client Synchronisation: Synchronise client data between FYI and Ignition to reduce double entry and maintain consistency across both platforms. Intelligent duplicate detection ensures existing clients can be mapped correctly between systems. The FYI Client ID is also displayed within Ignition for improved visibility and client matching.
- Standardised Job Creation: Map Ignition proposal services to FYI Standard, Billing, and Workflow Job Templates to ensure jobs are created with consistent information and job settings. Each service can be mapped to a single Job Template, multiple Job Templates to create more than one job in FYI, or disabled from creating jobs entirely.
Who is this available for?
The Ignition integration is available for all practices on the Pro and Elite plans.
Want to get started?
An FYI admin or a user with Automations permissions will first need to connect your account with Ignition. Refer to Integration with Ignition.