Google Drive + PreciseFP

Save PreciseFP uploaded documents to Google Drive

Instead of having to access each PreciseFP engagement to view uploaded documents, why not have them all copied to your Google Drive automatically? This integration will upload to Google Drive a zip file with all documents saved in a client or prospect engagement.

Instead of having to access each PreciseFP engagement to view uploaded documents, why not have them all copied to your Google Drive automatically? This integration will upload to Google Drive a zip file with all documents saved in a client or prospect engagement.

  1. When this happens...
    PreciseFPPreciseFP
    New Form Engagement Completed

    Triggers when a client or prospect completes an form engagement.

    TriggerInstant
  2. automatically do this!
    Google DriveGoogle Drive
    Upload File

    Triggers when any new file is added (inside of any folder).

    ActionWrite
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Supported triggers and actions

What does this mean?
    • TypeRequired

    Trigger
    Instant
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    • TypeRequired

    • Pipeline StageRequired

    Trigger
    Instant
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    • Template

    Trigger
    Instant
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    • Pdf Template

    Trigger
    Instant
    Try It
    • TypeRequired

    Trigger
    Instant
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    • Template

    • Include Engagement DataRequired

    • Include PDF Copy of Engagement

    Trigger
    Instant
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    • Template

    Trigger
    Instant
    Try It
    • Pdf Template

    Trigger
    Instant
    Try It
google-drive logo
google-drive logo

About Google Drive

Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
Learn more

Related categories

  • File Management & Storage
  • Google

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precisefp logo
precisefp logo

About PreciseFP

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

Related categories

  • Forms & Surveys

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