Google Drive + PreciseFP integrations
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.
- When this happens...New Form Engagement CompletedTriggers when a client or prospect completes an form engagement.
- automatically do this!Upload FileTriggers when any new file is added (inside of any folder).
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More things you can do with PreciseFP and Google Drive
Discover other triggers and actions you can use with PreciseFP and Google Drive
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- Pipeline StageRequired
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- TypeRequired
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- Include Engagement DataRequired
- Include PDF Copy of Engagement
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Try ItTriggerInstant- Pdf Template
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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.
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PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.
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