Formsite + Precisely Integrations

How to connect Formsite + Precisely

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Supported triggers and actions

What does this mean?

New Form Result
Triggers when a user submits a new form result.
Trigger
Instant
Contract Created
Triggers when a new contract is created for an organization.
Trigger
Scheduled
Contract Project Created
Triggers when a new contract project is created for an organization.
Trigger
Scheduled
Contract Signed
Triggers when a contract is signed by all signees.
Trigger
Scheduled
Create Document
Adds a document to a project.
Action
Write
Add Metadata Point to a Document
Adds a metadata point to a document.
Action
Write
Create Contract From Template
Creates a contract project from a template.
Action
Write
Send a Project for Signing
Sends every contract in a project out for signing to all signees.
Action
Write
Precisely
Adds a signee to all contracts for a project.
Scheduled
Action
Precisely
Sends a contract out for signing to all signees.
Scheduled
Action
Precisely
Adds a signee to a contract.
Scheduled
Action
Precisely
Finds a document for an organization.
Scheduled
Action
Precisely
Finds metadata points for a document.
Scheduled
Action
Precisely
Finds a contract project for an organization.
Scheduled
Action
Precisely
Finds a template for an organization.
Scheduled
Action

How Formsite + Precisely Integrations Work

Step 1: Authenticate Formsite and Precisely.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Formsite + Precisely

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

Learn more

Related categories

Forms & Surveys

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About Precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

Related categories

Documents

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