Formsite + Precisely Integrations
How to connect Formsite + Precisely
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New Form ResultTriggers when a user submits a new form result.Trigger
Contract CreatedTriggers when a new contract is created for an organization.Trigger- Contract Project CreatedTriggers when a new contract project is created for an organization.Trigger
- Contract SignedTriggers when a contract is signed by all signees.Trigger
- Create DocumentAdds a document to a project.Action
- Add Metadata Point to a DocumentAdds a metadata point to a document.Action
- Upload PDF to ProjectUpload PDF to Project.Action
- Create Contract From TemplateCreates a contract project from a template.Action
- Precisely
Sends every contract in a project out for signing to all signees.
Scheduled
Action
- 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.
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