FYI WPForms

FYI + WPForms Integrations, Built by an AI Agent

Put FYI + WPForms to work with AI and enterprise-grade automation

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See the kind of workflows teams build with FYI and WPForms below — describe the exact one you want above and the Agent builds it on demand.

Generate custom documents from form submissions When a user completes a survey or form in WPForms, automatically build a document from a template in FYI pre-filled with their answers. See details
Send contracts for signature upon survey completion When a client submits a completed response in WPForms, send a signature request in FYI using the submitted details. See details
Append form answers to ongoing project notes When a form response is updated in WPForms, append the new information directly to an existing note in FYI. See details

Browse the full workflow library →

Looking to achieve something else with FYI and WPForms?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for FYI and WPForms

Everything FYI and WPForms 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.

Actions
Create or Update Client

Create or Update a Client in FYI.

Create Document

Create a Document.

Create or Update Client Group

Create or Update a Group for Clients in FYI.

Create or Update Job

Create or Update a Job in FYI.

Create Web Link

Create a Web Link.

Create File Note

Create a File Note.

WPForms Explore WPForms →

WPForms is a drag-and-drop WordPress form plugin that enables users to create contact forms, surveys, and online payment forms easily.

Triggers
New Form Entry

Triggers when a form entry is submitted.

Actions
API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

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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.
H
Huynh H
Developer, Multiplier
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.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
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.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about FYI + WPForms

Is there a pre-built FYI + WPForms automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches FYI and WPForms's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built FYI or WPForms connector?

No. The Agent works whether or not FYI or WPForms 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.

How do FYI and WPForms work together to automate document creation?

When clients complete forms in WPForms, their submitted information instantly populates structured notes or custom templates in FYI for signing or archiving.

Can signature events update survey records?

Yes, when a document is sent for signature in FYI, you can automatically update respondent information in WPForms.

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