FYI Docs integration
E
Emily McCahon
We use FYI Docs for document management. It would be great to be able have a connection between Xbert & FYI Docs so that we can set up automations in FYI to automatically create workpaper documents, correspondence etc based on a job state trigger in Xbert. E.g. BAS job gets updated to from Planned to Job In, automation set up in FYI to automatically create workpaper ready for staff member to pick up.