Integrations · Document and practice management
AI receptionist for FYI
The short answer
FirstVoice can add clients, jobs, tasks and file notes to FYI from every call. It connects through an automation tool now, and directly once FYI approves it.
Last updated
Try it
Watch a call go into FYI.
Incoming call
Example caller · Mobile
An example call, sped up. Your setup follows your own questions and rules.
- A client calls about their accounts, an IRD letter or payroll
- FirstVoice finds the client in FYI by name or email
- It creates a file note or task with the details and any deadline
- New enquiries are added as clients or jobs
- Urgent deadlines are flagged to you the same day
FirstVoice with FYI
Client calls, logged in FYI.
What happens on a call
- A client calls about their accounts, an IRD letter or payroll
- FirstVoice finds the client in FYI by name or email
- It creates a file note or task with the details and any deadline
- New enquiries are added as clients or jobs
- Urgent deadlines are flagged to you the same day
Getting connected
- You connect FYI to our automation tool with your login
- We set up and test everything
Nothing changes for your team
You keep FYI exactly as it is. Your team, your phone number and the way you work don't change. FirstVoice simply answers the calls you can't, and puts the results into FYI.
Technical details, for whoever looks after your software
FirstVoice with FYI
| Check availability during the call | No |
|---|---|
| Create bookings, jobs or leads | No |
| Recognise returning callers | Yes |
| Add call notes and summaries | Yes |
| Trigger follow-up texts or emails | Yes |
FYI connection details
| Category | Document and practice management |
|---|---|
| Markets | AU, NZ |
| API documentation | Public view docs |
| Auth | Partner credentials |
| Access | Needs vendor approval |
| Zapier | Yes |
| FirstVoice plan | Growth or Scale |
| Checked | Against official FYI documentation, 17 September 2026 |
Zapier open; direct API by approval (developers@fyi.app)
Industries using FYI
FYI questions
Does FirstVoice work with FYI?
FirstVoice can add clients, jobs, tasks and file notes to FYI from every call. It connects through an automation tool now, and directly once FYI approves it.
Do I have to change anything in FYI?
No. FirstVoice connects to your existing FYI account. You don't switch software, move data or retrain your team.
Which plan includes FYI?
Growth ($597 a month) and Scale.
FYI is a trademark of its owner. FirstVoice isn't affiliated with FYI.
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