FYI + GoProposal Integrations, Built by an AI Agent
Put FYI + GoProposal to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between FYI and GoProposal
See the kind of workflows teams build with FYI and GoProposal below — describe the exact one you want above and the Agent builds it on demand.
Sync new notes across documentation platforms
When a new meeting note is written in FYI, create a mirror copy in GoProposal so all team members have access in their preferred tool.
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Archive PDF copies of contracts sent for signature
Whenever an agreement is sent out for signature in GoProposal, convert the document to PDF and store it inside FYI.
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Generate standardized documents from notes
When a project brief note is updated in FYI, use a template in GoProposal to generate a formatted master document automatically.
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Browse the full workflow library →
Looking to achieve something else with FYI and GoProposal?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for FYI and GoProposal
Everything FYI and GoProposal can do inside a workflow — the triggers that start one and the actions that run when it fires.
FYI Explore FYI →
A document management and workflow automation platform specifically designed for accounting and professional service firms.
ActionsCreate or Update a Client in FYI.
Create a Document.
Create or Update a Group for Clients in FYI.
Create or Update a Job in FYI.
Create a Web Link.
Create a File Note.
GoProposal Explore GoProposal →
A proposal generation and pricing software tool built for accounting and bookkeeping firms.
TriggersTriggers when an AML (Anti-Money Laundering) check is ready for a proposal in GoProposal.
Triggers when a new contact is created in GoProposal.
Triggers when a contact is deleted in GoProposal.
Triggers when a contact is updated in GoProposal.
Triggers when a draft proposal is created in GoProposal.
Triggers when a follow-up date reminder fires for a proposal in GoProposal.
Other Documents & Notes apps on Knit
Explore more Documents & Notes integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AIDA
AIDA is a document management tool designed to help businesses process, organize, and store digital records and documents efficiently.
Arvo
Arvo is a visual documentation tool that helps businesses create, organize, and share visual operating procedures and playbooks.
Attach
Attach is a document sharing and tracking platform that helps sales teams track when prospects view sent documents and presentations.
AudioPen
AudioPen is an AI-powered voice note app that converts spoken audio recordings into structured, clearly written text summaries.
AuditCase
AuditCase is a cloud-based document management and practice administration software system designed specifically for accounting and auditing practices.
Better Proposals
Better Proposals is a proposal creation platform that helps businesses build, send, track, and accept online proposals and contracts.
Bidsketch
Bidsketch is a proposal management software that helps freelancers and agencies create, send, and track client proposals.
Buildin.AI
Buildin.AI is an AI-powered collaborative workspace platform for note-taking, document creation, and task management.
Other Documents & Notes apps on Knit
Explore more Documents & Notes integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AIDA
AIDA is a document management tool designed to help businesses process, organize, and store digital records and documents efficiently.
Arvo
Arvo is a visual documentation tool that helps businesses create, organize, and share visual operating procedures and playbooks.
Attach
Attach is a document sharing and tracking platform that helps sales teams track when prospects view sent documents and presentations.
AudioPen
AudioPen is an AI-powered voice note app that converts spoken audio recordings into structured, clearly written text summaries.
AuditCase
AuditCase is a cloud-based document management and practice administration software system designed specifically for accounting and auditing practices.
Better Proposals
Better Proposals is a proposal creation platform that helps businesses build, send, track, and accept online proposals and contracts.
Bidsketch
Bidsketch is a proposal management software that helps freelancers and agencies create, send, and track client proposals.
Buildin.AI
Buildin.AI is an AI-powered collaborative workspace platform for note-taking, document creation, and task management.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about FYI + GoProposal
Is there a pre-built FYI + GoProposal automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches FYI and GoProposal's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built FYI or GoProposal connector?
No. The Agent works whether or not FYI or GoProposal already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why connect FYI to another documentation app like GoProposal?
Linking FYI and GoProposal ensures that notes, document templates, and signature statuses remain unified across teams using different note-taking software.
Can updates made in FYI automatically create files in GoProposal?
Yes, whenever a note or document is created or updated in FYI, a formatted template or document can be generated in GoProposal automatically.