Amazon Alexa + PreciseFP

Create PreciseFP form engagements when Amazon Alexa trigger phrases are spoken

Streamline your client data collection process by connecting Amazon Alexa to PreciseFP. With this automation, each time you speak a specific trigger phrase to Alexa, a new form engagement will be created in PreciseFP, keeping your information organized and easily accessible. Save time and maintain accuracy in managing your client data.

When this happens...
Trigger Phrase SpokenTriggers when you ask Alexa to trigger a zap with your trigger phrase. Requires the Zapier skill on an Alexa enabled device.
TriggerInstant
automatically do this!
Create Form EngagementEngages a client or co-client with the desired form template.
ActionWrite

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More things you can do with Amazon Alexa and PreciseFP

Discover other triggers and actions you can use with Amazon Alexa and PreciseFP

- Example
- Trigger Phrase(s)
  Required
- Additional Prompt Question
Trigger
Instant
Try It
- Type
  Required
Trigger
Instant
Try It
- Template
- Include Engagement Data
  Required
- Include PDF Copy of Engagement
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It

- Account
  Required
- Pipeline Stage
  Required
Action
Write
- Email Address
  Required
Action
Search

- Email Address
  Required
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write

- Type
  Required
Trigger
Instant
Try It
- Type
  Required
- Pipeline Stage
  Required
Trigger
Instant
Try It
- Template
Trigger
Instant
Try It
- Pdf Template
Trigger
Instant
Try It
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Write
- Template ID
  Required
- Authentication Method
- Account
  Required
- Contact
  Required
- Secondary Contact
  Required
- Send New Engagement Email
  Required
- Enable Periodic Email Reminders
  Required
- Enable Thank You Email
  Required
Action
Write
- Account Id
  Required
Action
Search
- Account Id
  Required
- Type
  Required
- Related Team
- Client First Name
  Required
- Client Last Name
  Required
- Client Email
  Required
- Client Phone Number
- Co-Client First Name
- Co-Client Last Name
- Co-Client Email
- Co-Client Phone Number
Action
Search or write

About Amazon Alexa

Amazon Alexa is used to set up your Alexa-enabled devices, listen to music, create shopping lists, get news updates, and much more.

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Related categories

Amazon

Devices

About PreciseFP

PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.

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Related categories

Forms & Surveys

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier