FYI

Why Add-to-Calendar Works with FYI

Using CalendarLink minimizes missed deadlines and encourages swift action by providing clear, actionable calendar invites.

• Universal “Add to Calendar” links sync across major platforms.
• Brandable invites ensure consistent communication.
• Smart reminders keep all parties informed.
• Effortless integration via Zapier and APIs.

Using Calendar Links in FYI Workflows

Turn FYI Activity into Calendar Events

1. Create Calendar Links for New Contacts

Whenever a new contact is added or updated in FYI, trigger an event creation to streamline scheduling and engagement.

2. Send Data to CalendarLink

Map important details like names, dates, and event descriptions to CalendarLink. Optionally, capture RSVP to enhance planning.

3. Publish the Invite

Receive a personalized Add-to-Calendar link back that can be inserted into FYI documents, emails, or direct messages.

Fire FYI Workflows from CalendarLink triggers

1. Capture a New CalendarLink Event

Utilize triggers such as new events or updated contacts to initiate actions in FYI workflows.

2. Map Add-to-Calendar Data

Ensure titles, dates, and times flow seamlessly into FYI, creating cohesive event management.

3. Create or Update Client Information

Automatically update client records or send follow-up messages to maintain engagement and accuracy.

Optimising Calendar Links in FYI

• Leverage attendance analytics to refine future document schedules.
• Use smart reminders to reduce no-shows and keep events top of mind.
• Embed Add-to-Calendar links seamlessly across platforms for maximum reach.
• Brand your invite pages for a professional touch.