Integrate Notud and FYI so you can send your handwritten notes to FYI
Before you get started:
To get started with the integration you'll need to:
Synchronise your contacts from either Xero Practice Manager, WorkflowMax or Xero. Notud integrates directly with your client database so you have matching clients in both FYI and Notud. This means that you only have one 'Source of truth' for your clients.
Setup the integration:
You'll be taken straight to My Teams, and you will see your organisation. Select 'Integrations and Connected Apps'. Go to Integrations and Connected Apps page
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Connect FYI
Click 'Connect' next to FYI.
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You will see this pop up:
Open and login to FYI. At the top of the page, go to Automation and Apps.
Select the Settings icon for Notud
Click the clipboard next to Access Key ID to copy the ID and paste in the Notud pop up window.
Click Reveal Secret Key and click the clipboard to copy. Paste the Key in the Notud pop up window and click Save.
Start using!
From a note, select the menu button, and 'Send' to FYI!
