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
Click 'Connect' next to FYI.
From a note, select the menu button, and 'Send' to FYI!